Bank Reconciliation Workflow
finance
Bank reconciliation workflow with automated transaction matching, variance reporting, discrepancy research, and journal entry creation for timing differences and bank errors.
finance
Insurance claim processing workflow with incident documentation, claim filing, adjuster assignment, damage assessment, and settlement negotiation.
employee { # Employee
n1: circle label:"Start Insurance Claim"
n2: diamond label:"Receive Insurance Claim request"
n3: rectangle label:"Review Insurance Claim details"
n5: rectangle label:"Update records for Insurance Claim"
n7: circle label:"End Insurance Claim"
n1.handle(right) -> n2.handle(left)
n2.handle(right) -> n3.handle(left) [label="Yes/Approved"]
n2.handle(bottom) -> manager.n4.handle(top) [label="No/Rejected"]
n3.handle(right) -> n5.handle(left)
n5.handle(bottom) -> manager.n6.handle(top)
}
manager { # Manager
n4: rectangle label:"Make Insurance Claim decision"
n6: rectangle label:"Continue Insurance Claim process"
n6.handle(right) -> employee.n7.handle(bottom)
n4.handle(right) -> employee.n5.handle(top)
}
finance
Bank reconciliation workflow with automated transaction matching, variance reporting, discrepancy research, and journal entry creation for timing differences and bank errors.
finance
Corporate budget approval workflow with tiered approval routing based on amount thresholds (CFO < $100K, CEO $100K-$1M, Board > $1M), prior year comparison, and fund allocation.
finance
Cash flow forecasting workflow with AR/AP projections, working capital analysis, liquidity gap identification, and short-term financing recommendations.
finance
Customer credit control workflow with credit limit assessment, credit scoring, order hold management, collections escalation, and payment plan negotiation.