Workflow Details

Finance Review Workflow

The system does not use a fixed agent sequence. The workflow is dynamically selected based on task type, required skills, risk, tools, confidence score, and approval rules.

Workflow

Name
Finance Review Workflow
Use case
Pricing, margin, discount, payment terms or commercial feasibility review.
Lead agent
Finance Agent
Why selected
Task is scoped to commercial / pricing decision only.

Agents

Involved
Coordinator AgentFinance Agent
Optional
Sales Agent Engaged for customer context if needed.
MD / Leadership Agent Engaged when discount or term exceeds policy.
Excluded
Legal Agent No contract terms involved.
IT-Security Agent No security review requested.
Product Agent No product fitment question.
Operations Agent No delivery commitment in scope.
HR Agent No HR concern.

Approvals & escalations

Approval agents
MD / Leadership Agent
Escalation agents
MD / Leadership Agent
Tools required
Pricing calculatorMargin policy RAGERP

Flow

Coordinator Agent
Finance Agent
Commercial Recommendation
MD if exception found

Agent inclusion reasons

  • Finance AgentTask involves pricing, margin or commercial terms.