Approval Chain

Design multi-step approval workflows with supervisor, manager, and executive levels. Use when the user needs to automate document approvals, contract sign-offs, or policy exceptions for insurance or mortgage operations.

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Approval Chain Design

Given the business requirement, design a complete approval chain:

  1. Identify approval levels: Who must approve (role + fallback)? What triggers each level?
  2. Define conditions: What attributes route to each approver (amount, risk score, policy type)?
  3. Set timeouts: How long before the approval auto-escalates?
  4. Specify actions: What happens on approve/reject/timeout (notify, route, archive)?

Output a structured approval chain spec:

approval_chain:
  name: [descriptive name]
  trigger: [what initiates the chain]
  levels:
    - role: Supervisor
      condition: amount < 10000
      timeout_hours: 24
      fallback_role: Manager
    - role: Manager
      condition: amount >= 10000 AND amount < 50000
      timeout_hours: 48
      fallback_role: VP
  on_approve: [next workflow step]
  on_reject: [rejection notification + reason capture]
  audit_events: [list all events to log for compliance]

Ask clarifying questions if the business context, approval roles, or dollar thresholds are ambiguous.

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Frequently asked questions

npx skillmds@latest add lobbi-docs/approval-chain