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This is an example implementation of a payment approval workflow using Humancheck. This demonstrates how to integrate human review for high-value transactions, but Humancheck can be adapted to any payment or financial approval scenario.

Overview

The payment approval workflow:
  1. Agent processes payment request
  2. If amount exceeds threshold, request human review
  3. Reviewer approves, rejects, or modifies the payment
  4. Agent processes the payment based on decision

Implementation

Basic Payment Workflow

Advanced Features

Multi-Currency Support

Batch Payments

Payment Scheduling

Routing Rules

Route high-value payments to specific reviewers:

Dashboard Integration

The payment appears in the dashboard with:
  • Payment amount and currency
  • Vendor information
  • Account details
  • Review history
  • Approval/rejection/modification options
Reviewers can:
  • ✅ Approve the payment as-is
  • ❌ Reject with reason
  • ✏️ Modify the amount or details before approving

Best Practices

  1. Set appropriate thresholds: Use different thresholds for different payment types
  2. Include all relevant details: Vendor, account number, purpose, etc.
  3. Use urgency levels: High urgency for time-sensitive payments
  4. Provide context: Include why the review is needed
  5. Track modifications: Log when payments are modified before approval

Next Steps