Approvals
Earn autonomy
Let actions that people always approve run on their own, with evidence, a shadow period and sampling.
Transcript (30 seconds)
Autonomy lets routine actions run on their own.
After two hundred decisions, it suggests a range.
Shadow mode checks the policy against real decisions.
Promote it, and five percent are still sampled for review.
Roll back in one click if anything changes.
Before you start
- An owner or admin role
- At least 200 decisions on an action and amount range
Steps
Read the suggestions
Autonomy groups past requests by action and amount range. When a range has 200 or more decisions and a 97% lower bound on approval, it suggests auto-approval.
Run in shadow
Press Shadow. For a while, requests still go to people, and we record whether the policy would have agreed.
Promote
When shadow agrees, press Promote. It publishes a policy version with an auto-approve rule for that range, like this one.
- id: autonomy-payment-refund-0-50 match: { action: payment.refund, when: "args.amount > 0.0 && args.amount <= 50.0" } effect: auto_approveReview samples
5% of auto-approved requests go to Reviews. A reviewer marks each right or wrong.
Roll back
Revert removes the rule in one step if something changes.
Use cases
Fewer clicks for support
- The situation
- Approvers approve almost every small refund.
- What to do
- Shadow the suggested range for two weeks, then promote.
- What happens
- Those refunds run on their own and approvers see fewer cards.
Catch drift
- The situation
- A sampled auto-approval was wrong.
- What to do
- Mark it wrong in Reviews and revert the rule.
- What happens
- The range goes back to people at once, with a record of why.
What you will see
Promoted ranges approve by policy, the monthly report counts the hours saved, and sampling keeps a person in the loop.
It worked when
- Autonomy shows the range as promoted with its rule
- Requests in the range show Approved by policy
- The monthly report lists hours saved and rollbacks
Example output: A suggestion
payment.refund, amount over 0 up to 50
412 decisions, 99.3% approved, lower bound 0.978
Suggested: approve by policyIf something goes wrong
- No suggestions appear
- A range needs 200 decisions and a 97% lower bound. Ranges come from the cut points in your policy's conditions.
- Promote is not offered
- Shadow must agree first. Disagreements are listed so you can see why.
- Too many samples
- The sample rate is 5% of auto-approved requests; it cannot be turned off, by design.