Workflows · Finance systems · Tier 3 · demonstration only
Budget write-back to the ERP, only after approval
Export by entity group, transform to the ERP layout, stage through the loader with logs and bad-row files, import. The purest illustration of the model: the approval is the trigger, the pipeline is deterministic, and no unattended agent touches the ledger.
By hand: Annual plus amendments, two to four hours · Any organization that budgets outside the ERP.
The card, as it runs by hand
- Input
- The approved budget in the planning system, by entity group.
- What I do to it
- Export, strip member prefixes, rewrite the header, stage through the loader, check row counts and bad rows, run the ERP import.
- Output
- The loaded budget in the ERP interface table and the import log.
- Who checks
- Budget approval is the trigger. Finance systems verifies row counts and the import log.
- How often
- Annually, plus amendments.
- How long
- Two to four hours by hand.
- How long now
- Measured in the course after the first governed run, per card. Not estimated here.
As a governed workflow
- Stays in code
- End to end. Export, transform, stage, load.
- The AI does
- The pre-flight checklist (approved? counts tie? no bad rows?) and the sign-off memo.
- A person still
- A named approval gates the run. This one never runs on a schedule.
- The log
- Approval reference, row counts in and out, bad rows, import result.
AI does the preparation. A named person approves it. Nothing posts to the books without that approval, and every run is recorded.
Where it goes wrong
Anyone thinking this is a first automation. It touches the book of record. It is taught as the last one, and as the clearest picture of the rule.
Why it lands in a room
Shows leadership exactly where the line is.