AI WORKFLOW ENGINEERING

Turn AI agents into reliable business workflows.

Clarivect designs and implements controlled AI-powered workflows across Finance, Revenue, Customer and Business Operations, built around your existing systems and real operational requirements.

Deterministic GuardrailsHuman Authorization GatesExisting System Integration
CLARIVECT WORKFLOW ENGINE
SIMULATED BENCHMARK
Illustrative Architecture Model: All payloads, rule evaluations, and system dispatches are synthetic reference examples demonstrating deterministic control methodology—not active live customer accounts.
SELECT A COMMON OPERATIONAL PROBLEMDemonstrates real-world decision causality & human circuit breaks
1. Problem:$48,200 vendor invoice received claiming $4,250 early settlement discount deduction.
2. Logic Check:Rule F-03: Processing date (2026-10-15) <= Cutoff (2026-10-11) AND Claim ($4,250) <= 2% allowance ($964) → FAILED.
3. Circuit Break:Freeze NetSuite ACH release. Route contract diff to AP Controller for exception sign-off.
STAGE 01

Operational Trigger Trace Detail

Stage Progress:
Stage Behavior & Design Purpose

Simulated inbound AP email received with attached vendor PDF invoice (INV-8492) and claimed early discount.

Architectural Boundary:
Unstructured PDF converted to normalized token stream; zero ERP changes committed.
Stage 1 of 5
Execution Trace TelemetrySimulated Reference Data
Target Ingestion:AP Mailbox IMAP listener (MIME parsed)
Sample Attachment:INV-8492_Acme_Industrial.pdf
Vendor Claim:$48,200.00 gross with -$4,250.00 early discount deduction
Architecture Model:Pre-execution staging queue with simulated document checksum
Scenario Result:Blocked at Gate 4: Expired discount ($4,250 claimed vs $964 contractual allowance) detected 4 days past cutoff; human AP Controller authorization required before ERP write.
Deterministic Control Architecture
OPERATIONAL DOMAINS

Engineered for critical business surfaces.

We do not build speculative chatbots. Every workflow is designed to execute real business logic with deterministic outcomes.

Finance Operations
Billing exceptions, payment matching, reconciliation
Revenue Operations
Contract terms, renewal triage, quote-to-cash workflows
Customer Operations
Multi-system support routing, dispute diagnosis
Business Operations
Vendor compliance, data pipelines, cross-tool audit
ENGINEERING IS THE CONTROL LAYER

AI can propose the next step. The workflow must know when it is safe to take it.

Clarivect engineers the policies, permissions, integrations, and evidence around AI-driven work—so automation operates within defined business boundaries.

01

Explicit boundaries

Define what automation may do, what it must never do, and when an exception needs attention.

Policy invariant checks & failure boundaries
02

Evidence before action

Ground consequential decisions in available records, business rules, and traceable inputs—not unsupported model confidence.

Contract terms, master record matching & verified payloads
03

Least-privilege execution

Scope permissions and separate recommendations from consequential actions. Require human authorization where the workflow demands it.

Circuit breakers, role assignment & gated execution
04

Observable outcomes

Record decisions, exceptions, and execution results so teams can investigate failures and refine controls.

Structured event logs, exception diffs & guarded staging
Engineered boundary checks: Actions require validated evidence and policy clearance before release.Core Engineering Standard
ENGAGEMENT MODEL

From operational mapping to guarded production deployment.

Clarivect works directly with your operational and engineering teams to identify high-variance workflows, define deterministic policy boundaries, and deploy monitored automation around your existing systems.

•Pilot Timeline: 4–8 Weeks to Production
•Architecture: Zero Core Rip-and-Replace
STAGE 01Weeks 1–2

Workflow Mapping & Policy Audit

We audit real payloads, map human failure modes, and define what automation may touch and where it must halt.

Deliverables:
Inbound payload & document inventory
Exception frequency & failure mode analysis
Target ERP/CRM integration boundary map
Acceptance Gate:
Boundary Definition Spec approved with explicit invariants and review roles.
STAGE 02Weeks 3–5

Guarded Implementation

We build extraction schemas, code deterministic validation rules, and configure circuit breakers for human review.

Deliverables:
Entity extraction pipelines & normalization
Deterministic validation rules & invariant logic
Human review staging UI & override controls
Acceptance Gate:
Historical replay benchmark confirms high precision on edge-case batches.
STAGE 03Weeks 6–7

Guarded Production Cutover

We deploy to staging or low-volume shadow routing to verify system execution with least-privilege credentials.

Deliverables:
Shadow run or dual-write pipeline verification
Least-privilege API credentials & role scoping
Real-time alerting & exception capture
Acceptance Gate:
Live telemetry confirms zero unverified mutations and reliable human escalations.
STAGE 04Ongoing

Monitoring & Continuous Tuning

We monitor model drift, adapt to new counterparty document formats, and update policy rules as business needs evolve.

Deliverables:
Prompt extraction adaptation & format updates
Policy threshold tuning & exception reporting
Optional engineering support retainer
Acceptance Gate:
Scheduled operational reviews and continuous rule maintenance.

Every engagement begins with an intake audit to evaluate feasibility, data availability, and system boundary constraints.

Request a workflow audit
ENTERPRISE SECURITY & TECHNICAL FAQ

Guarded infrastructure engineered for regulated data.

Automating core operational workflows requires strict data governance. We design every integration with explicit isolation boundaries, least-privilege credentials, and zero-retention model inference.

Zero Model Training

Your confidential financial, contract, and operational payloads are never used to train public or proprietary foundation models.

Private Tenant Isolation

Workflows execute within your dedicated virtual private cloud (VPC) or client-isolated environments with encrypted state persistence.

Full Code Ownership

You retain permanent ownership of all custom extraction schemas, policy invariant code, and execution telemetry with zero lock-in.

Frequently Asked Technical QuestionsArchitecture • Deployment • Compliance
All automated reasoning pipelines operate exclusively via commercial enterprise API tiers with strict zero-data-retention (ZDR) agreements. Payloads are processed in memory for extraction and validation, normalized into structured records, and immediately discarded from inference provider infrastructure.
ENGINEERING CONSULTATION & INTAKE

Discuss a Workflow.

Tell us about the manual review bottlenecks, policy rules, and target systems in your business. We will evaluate your workflow requirements and outline a concrete boundary definition and pilot architecture.

Required
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Optional
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Direct engineering review • Zero spam
Engagement ProtocolDirect Principal
01
Technical Invariant ReviewWe evaluate your operational triggers, schema variance, and existing ERP/CRM integration points.
02
30-Min Scoping SessionDirect consultation with an engineering principal—not a sales representative.
03
Fixed-Scope Pilot ArchitectureA concrete proposal detailing policy gates, historical replay tests, and deployment timeline.
Direct Contact Line

Prefer to write directly or transmit an existing RFP/specification?

≤ 1 Business Day SLA
Mutual NDA Standard