These recipes provide ready-to-use approval workflows for financial operations, designed with compliance and security in mind.
- Refund Processing
- Wire Transfers
- Payment Processing
- Credit Limit Changes
Refund Processing
Enable safe refund processing with automatic approvals for small amounts and required oversight for larger refunds.When to use this
When to use this
- Customer refund requests
- Order cancellations
- Service credits
- Complaint resolutions
Best practices
Best practices
- Set appropriate auto-approval thresholds
- Include order context
- Maintain audit trail
- Consider customer history