Working prototype
Folio ERP
A multi-stage financial workflow with human review.
A working prototype for document intake, multi-role approvals, accounting review, and settlement, with local AI features used for extraction and suggestions.
Project context
My contribution
I designed and built the workflow model, role-aware interfaces, review states, and AI-assisted document steps shown in the prototype.
Scope
The prototype explores how a financial process can move from intake to settlement while keeping responsibilities and approval decisions visible.
System view
What the work focused on
Working prototypeProcess design
Role-based flow
Separates responsibilities across intake, review, approval, accounting, and settlement.
Coordination
Task ownership
Uses task claiming and status checks when several people work in the same process.
Applied AI
Local assistance
Treats extraction and suggestions as reviewer inputs rather than final decisions.
Delivery
What the work required
- Mapped document intake, approval, accounting, and settlement into a role-based workflow.
- Explored task ownership and status checks for processes shared by several reviewers.
- Tested local document extraction, policy lookup, account suggestions, and VAT checks with human approval steps.
Demo
Watch the workflow from intake to review.
This demonstration shows the current prototype flow. It does not claim production deployment or measured business outcomes.
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Open on YouTube