Decision approval workflows

Automate what you trust, approve what you don't yet

Automate what you trust, approve what you don't yet

Automate what you trust, approve what you don't yet

Automate what you trust, approve what you don't yet

Automate what you trust, approve what you don't yet

Decide which actions and program changes require a person’s approval, then allow everything else to proceed automatically. Leat routes each request to the right role, applies deadlines and escalation rules, and lets you expand automation gradually as confidence grows.

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Decide what needs approval

Decide what needs approval

Decide what needs approval

Set the conditions that send an action for review. Approval might be required for an incentive above a certain cost, an action involving a new customer or VIP group, a campaign above its budget, or a decision made with limited confidence. Requirements can vary by incentive type, segment, location, and decision. Everything below the chosen threshold can proceed automatically.

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Route approval to the right person

Route approval to the right person

Route approval to the right person

Route approvals according to responsibility. Finance can review budget changes, marketing can approve creative work, store managers can review local incentives, and program owners can approve rule changes. Set deadlines and escalation paths, then decide whether an unanswered request should remain on hold, be declined, or proceed when the risk is low. Approvers see what is proposed, why it requires review, and what it is expected to cost.

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Approve program changes as well as decisions

Approve program changes as well as decisions

Approve program changes as well as decisions

Apply approval requirements to configuration changes as well as individual decisions. New eligibility rules, budget adjustments, stacking policies, and campaign launches can require a second person before publication. When combined with rule simulation, the approver can review the expected effect before accepting the change.

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Expand automation as trust builds

Expand automation as trust builds

Expand automation as trust builds

Review which requests were approved immediately, which were declined, and which did not need human attention. Approval thresholds can then be raised where automated decisions have performed consistently and kept in place where oversight still adds value. Every approval, decline, and threshold change is recorded, creating a clear history of how and why automation has expanded.

How teams use decision approval workflows

How teams use decision approval workflows

How teams use decision approval workflows

How teams use decision approval workflows

High-cost incentives

Incentives above an approved cost can require review before value is issued to the customer.

VIP customer treatment

Actions affecting important customer groups can be checked by a person before they change the customer experience.

Campaign launch sign-off

Audiences, incentives, budgets, and expected results can be reviewed together before a campaign goes live.

Budget change review

Increases, reallocations, and exceptions can be routed to finance or another budget owner before taking effect.

Program rule changes

Changes to eligibility, stacking, earning, and redemption rules can require independent approval before they affect customers.

Low-confidence decisions

Automated recommendations with limited confidence can be sent to a person while clearer decisions continue without interruption.

Frequently asked questions.

Frequently asked questions.

Frequently asked questions.

Frequently asked questions.

Frequently asked questions.

Can’t find the answer you were looking for?

Can’t find the answer you were looking for?

  • What happens if nobody response or approves?

  • Can I approve actions in bulk?

  • How does this relate to responsible AI controls?

  • Are approvals recorded?

  • How do I safely expand the system's autonomy?

  • What happens if nobody response or approves?

  • Can I approve actions in bulk?

  • How does this relate to responsible AI controls?

  • Are approvals recorded?

  • How do I safely expand the system's autonomy?

Start unifying

your loyalty.

Start unifying

your loyalty.

Start unifying your loyalty.

Start unifying

your loyalty.

Start unifying

your loyalty.