> ## Documentation Index > Fetch the complete documentation index at: https://docs.humancheck.dev/llms.txt > Use this file to discover all available pages before exploring further. # Payment Approval Workflow > Example: Review and approve high-value payments before processing 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 ```python theme={null} import httpx import asyncio async def payment_workflow(amount, vendor, account_number): """Process payment with human review for high-value transactions.""" async with httpx.AsyncClient() as client: # Threshold for auto-approval AUTO_APPROVAL_THRESHOLD = 1000 if amount > AUTO_APPROVAL_THRESHOLD: # Request human review response = await client.post( "https://api.humancheck.dev/reviews", headers={ "Authorization": "Bearer your-api-key-here", "Content-Type": "application/json" }, json={ "task_type": "payment", "proposed_action": f"Process payment of ${amount:,.2f} to {vendor} (Account: {account_number})", "agent_reasoning": f"Payment amount (${amount:,.2f}) exceeds auto-approval threshold of ${AUTO_APPROVAL_THRESHOLD:,.2f}", "confidence_score": 0.9, "urgency": "high" if amount > 5000 else "medium", "metadata": { "amount": amount, "vendor": vendor, "account_number": account_number, "currency": "USD" }, "blocking": True # Wait for decision } ) review = response.json() # Get decision decision = review.get("decision") if not decision: # Poll for decision decision_response = await client.get( f"https://api.humancheck.dev/reviews/{review['id']}/decision", headers={"Authorization": "Bearer your-api-key-here"} ) decision = decision_response.json() # Process based on decision if decision["decision_type"] == "approve": # Process payment result = await process_payment(amount, vendor, account_number) return {"status": "completed", "transaction_id": result["id"]} elif decision["decision_type"] == "modify": # Extract modified amount from modified_action modified_action = decision["modified_action"] # Parse modified amount (simplified) modified_amount = extract_amount(modified_action) result = await process_payment(modified_amount, vendor, account_number) return {"status": "completed", "transaction_id": result["id"], "modified": True} else: return {"status": "rejected", "reason": decision.get("notes")} else: # Auto-approve small payments result = await process_payment(amount, vendor, account_number) return {"status": "completed", "transaction_id": result["id"], "auto_approved": True} # Helper function to extract amount from modified action def extract_amount(action_string): """Extract amount from action string.""" import re match = re.search(r'\$?([\d,]+\.?\d*)', action_string) if match: return float(match.group(1).replace(',', '')) return None # Usage asyncio.run(payment_workflow(5000, "ACME Corp", "1234567890")) ``` ## Advanced Features ### Multi-Currency Support ```python theme={null} async def payment_workflow_multicurrency(amount, currency, vendor): """Process payment with multi-currency support.""" # Convert to USD for threshold checking usd_amount = convert_to_usd(amount, currency) response = await client.post( "https://api.humancheck.dev/reviews", headers={ "Authorization": "Bearer your-api-key-here", "Content-Type": "application/json" }, json={ "task_type": "payment", "proposed_action": f"Process payment of {amount} {currency} ({usd_amount} USD) to {vendor}", "metadata": { "amount": amount, "currency": currency, "usd_equivalent": usd_amount, "vendor": vendor }, "urgency": "high" if usd_amount > 5000 else "medium" } ) ``` ### Batch Payments ```python theme={null} async def batch_payment_workflow(payments): """Process multiple payments with review.""" total_amount = sum(p["amount"] for p in payments) if total_amount > 10000: # Review required for large batch response = await client.post( "https://api.humancheck.dev/reviews", headers={ "Authorization": "Bearer your-api-key-here", "Content-Type": "application/json" }, json={ "task_type": "payment", "proposed_action": f"Process batch payment of {len(payments)} payments totaling ${total_amount:,.2f}", "agent_reasoning": f"Batch payment exceeds threshold", "metadata": { "payment_count": len(payments), "total_amount": total_amount, "payments": payments }, "blocking": True } ) review = response.json() decision = review.get("decision") if decision["decision_type"] == "approve": # Process all payments results = [] for payment in payments: result = await process_payment(**payment) results.append(result) return results ``` ### Payment Scheduling ```python theme={null} async def scheduled_payment_workflow(amount, vendor, scheduled_date): """Schedule payment with review.""" response = await client.post( "https://api.humancheck.dev/reviews", headers={ "Authorization": "Bearer your-api-key-here", "Content-Type": "application/json" }, json={ "task_type": "payment", "proposed_action": f"Schedule payment of ${amount:,.2f} to {vendor} for {scheduled_date}", "agent_reasoning": f"Scheduled payment for future date", "metadata": { "amount": amount, "vendor": vendor, "scheduled_date": scheduled_date.isoformat(), "is_scheduled": True }, "urgency": "low" # Lower urgency for scheduled payments } ) ``` ## Routing Rules Route high-value payments to specific reviewers: ```python theme={null} # Create routing rule via API await client.post( "https://api.humancheck.dev/reviews", headers={ "Authorization": "Bearer your-api-key-here", "Content-Type": "application/json" }, json={ "name": "High-value payments to finance team", "organization_id": 1, "priority": 100, "conditions": { "task_type": {"operator": "=", "value": "payment"}, "metadata.amount": {"operator": ">", "value": 10000} }, "assign_to_team_id": 5, # Finance team "is_active": True } ) ``` ## 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 * Learn about [Data Deletion](/use-cases/data-deletion) workflows * Explore [Routing Rules](/configuration/routing-rules) for automatic assignment * Check out [Connectors](/connectors/overview) for Slack notifications