1. AI or automation requests a finance action
A bot, workflow, or agent asks to pay an invoice, approve a vendor, change payment details, or run another finance operation before execution.
Finance Approval Gate
Gate AI payment requests before money moves.
DSG ONE turns one finance workflow into a bounded SaaS pilot: an AI or automation request is evaluated for policy, risk, entitlement, and evidence before a payment, invoice, or vendor action can proceed.
Evidence boundary
Pre-audit evidence only. No independent certification claimed.
Concrete workflow
2. DSG evaluates the request boundary
DSG checks policy, risk, entitlement, and submitted evidence against the action, actor, amount, vendor, invoice, and approval context available at decision time.
3. DSG returns a bounded decision
The gate returns ALLOW, BLOCK, REVIEW, or UNSUPPORTED so the calling system knows whether to proceed, stop, escalate, or route outside the supported workflow.
4. DSG records decision-time evidence
The evidence record is for pre-audit review: request fields, evaluated controls, decision, reason, policy references, and missing-evidence notes where applicable.
Gate decisions
Four outcomes the caller can act on immediately.
ALLOW
Proceed inside the approved policy and evidence boundary.
BLOCK
Stop the action because it violates a hard control.
REVIEW
Escalate to a finance reviewer with evidence context.
UNSUPPORTED
Route outside this pilot because the action is not covered.
Pilot demo scenarios
Five finance requests, five bounded decisions.
These are demonstration scenarios for the Finance Approval Gate pilot. They show how the workflow handles low-risk release, escalation, missing evidence, destructive requests, and out-of-scope actions.
Low-risk payment allowed
ALLOWRequest
Pay approved invoice INV-1042 for $850 to an existing vendor.
Decision reason
Amount is below threshold, vendor entitlement matches, invoice evidence is present, and policy allows automatic release.
High-value payment requires review
REVIEWRequest
Pay invoice INV-4471 for $48,500 to an existing vendor.
Decision reason
Value exceeds the configured approval threshold, so DSG routes the request to a human finance approver before execution.
Missing invoice evidence requires review
REVIEWRequest
Pay $3,200 to a known vendor without the invoice attachment or invoice ID.
Decision reason
The action may be legitimate, but the invoice evidence is missing at decision time, so the request needs evidence remediation or human review.
Destructive action blocked
BLOCKRequest
Delete vendor payment history and overwrite approval records.
Decision reason
The request is destructive to finance evidence and approval history, so DSG blocks it rather than allowing an automated override.
Unsupported action returned as unsupported
UNSUPPORTEDRequest
Open a new bank account and change treasury policy limits.
Decision reason
The requested operation is outside the Finance Approval Gate pilot workflow and should be handled by a separate governed process.
Decision-time evidence
Record what was known when the gate decided.
The pilot evidence pack is designed to reduce after-the-fact reconstruction. It captures the information used by the gate, plus what was missing when DSG returned REVIEW or UNSUPPORTED.
requestId and timestamp
actor, role, and entitlement context
requested action, amount, vendor, and invoice identifiers
policy and risk checks evaluated for the decision
evidence present, evidence missing, and review reason
final gate decision and decision rationale
Claim boundary
This page describes a high-touch Finance Approval Gate pilot workflow and demo scenarios. It does not claim independent certification, WORM-certified storage, external Z3 production invocation, or enterprise readiness.