03 / Rule
Business Rules and Approval Management
Make decisions repeatable and responsibilities clear.
Let’s review your workflow ↗Understanding the problem
Recording information is not the same as managing a process. If permissions and approval conditions are undefined, each step may depend on consulting one person. Systematising business rules makes recurring decisions explicit and controllable.
ILLUSTRATIVE SCENARIO
Example: Approval above a spending threshold
A request above a threshold may require approval by a different role. A warning displayed only in the interface can be bypassed through other paths. Enforce the rule in the service layer and define exceptions and approval records.
How we build the solution
- 01
Identify decision conditions, responsibilities and exceptions.
- 02
Implement permission and approval rules in the service layer.
- 03
Validate both allowed operations and paths that must be blocked.
Frequently asked questions
Should every decision be automated?
No. Preserve human judgement where it is needed. Define which decisions are automatic and who is responsible for the others.
What is the difference between roles and permissions?
A role groups responsibilities. A permission grants access to a particular operation or record. The same role may need different boundaries depending on record status or ownership.
Do rule changes require software changes?
It depends. Values such as thresholds can be configurable; changes to process logic may require development and testing. Define configurable areas in the scope.