Diagnose
A proposed workflow
The sequence below is a starting design, not a claim about the current operation.
- 01Choose one repeated transaction and confirm its sourceDefine evidence and the exception path
- 02Remove unnecessary fields and standardize identifiersDefine evidence and the exception path
- 03Validate required values at entryDefine evidence and the exception path
- 04Send approved fields to supported targetsDefine evidence and the exception path
- 05Route failures and ambiguous records to an owned queueDefine evidence and the exception path
- 06Reconcile source and target totalsConfirm ownership and handover
Design
Data inputs
Use the minimum information needed and define its source and retention.
| Reference | Input or decision to establish |
|---|---|
| 01 | Transaction volume and active minutes |
| 02 | Source and target field definitions |
| 03 | Interface and security constraints |
| 04 | Normal, corrected, and failed examples |
Design
Human responsibilities
Automation routes information; accountable people retain operational decisions.
01Process owner approves rules
Use a representative example to confirm the cause, owner, decision rule, and exception path.
02Data owner approves field meaning
Use a representative example to confirm the cause, owner, decision rule, and exception path.
03System owner approves access
Use a representative example to confirm the cause, owner, decision rule, and exception path.
04Operators review exceptions and corrections
Use a representative example to confirm the cause, owner, decision rule, and exception path.
Measure
Limitations
Automation will not make weak source data reliable. Low-volume, highly variable tasks may be better served by a simpler form or process change.