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Enterprise operations / APPLICATION BLUEPRINT

AI Agent Authority & Action Review

Defines permitted AI agent tasks, action limits and approval conditions.

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12 workspace menus · 12 business workflows · 5 role profiles

Application blueprint only. This is a proposed design, not a deployed or production-tested system. Screens and sample figures are illustrative; workflows, business rules, approvals, permissions and integrations require confirmation before build.

Designed for operations coordinators and the responsible business owners

AI Agent Authority & Action Review workspace interface preview; illustrative records and figures.
AI Agent Authority & Action Review — operational workspaceIllustrative interface · Sample dataView full interface →

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Illustrative workspace and record review. Select a concept screen to inspect it in full.

AI Agent Authority & Action Review workspace interface preview; illustrative records and figures.
AI Agent Authority & Action Review — operational workspaceIllustrative interface · Sample dataView full interface →
AI Agent Authority & Action Review record interface preview; illustrative records and figures.
AI Agent Authority & Action Review — record and workflow reviewIllustrative interface · Sample dataView full interface →

Operational dashboards and work queues.

Operational views

Review work, evidence, exceptions and authorised decisions within a defined operating scope.

Business unitPeriodAssigned teamReview state

Dashboard measures

  • Active operational records
    Count of all records in the selected workspace.
  • Review queue
    Records at the third stage of the business workflow.
  • Needs attention
    Records with an assigned review requirement.
  • Final-stage records
    Records in the fourth business workflow stage.

Business workflow and operating scope

Defines permitted AI agent tasks, action limits and approval conditions. Coordinates entitlement checks and human review of exceptions, records action evidence from connected runtimes and manages authority revisions or revocation, with traceable decisions and outstanding control issues.

Operations

Operational overview

Review the work position and priority actions.

Permitted AI agent tasks

Coordinate permitted AI agent tasks with assigned responsibilities, linked records and review history.

Action limits

Coordinate action limits with assigned responsibilities, linked records and review history.

Approval conditions

Coordinate approval conditions with assigned responsibilities, linked records and review history.

Entitlement checks

Coordinate entitlement checks with assigned responsibilities, linked records and review history.

Human review of exceptions

Coordinate human review of exceptions with assigned responsibilities, linked records and review history.

Action evidence

Coordinate action evidence with assigned responsibilities, linked records and review history.

Authority revisions or revocation

Coordinate authority revisions or revocation with assigned responsibilities, linked records and review history.

Insights

Reports and saved views

Review the reporting scope and export agreed operational views.

Governance

Approvals and exceptions

Review delegated decisions, exceptions and recorded conditions.

Audit history

Trace accepted changes, decisions and accountable actions.

Access and configuration

Manage the agreed role permissions and configurable operating rules.

The end-to-end business journey.

From intake to authorised completion, with evidence at each decision.

01

Register the operating requirement

Establish the scope of permitted ai agent tasks, capture the required records and assign the accountable team.

02

Coordinate records and evidence

Coordinate action limits, approval conditions, with linked evidence and visible outstanding actions.

03

Review exceptions and authorise action

Review the relevant conditions and exceptions. Record the authorised outcome and its supporting evidence.

04

Track completion and follow-up

Confirm the resulting records and handovers. Track remaining obligations, later changes and follow-up actions.

Business workflows

Select a workflow to review the steps, responsibilities, approval and exception handling.

01 · Define permitted AI agent tasks

Coordinate permitted AI agent tasks within AI Agent Authority and Action Review.

Trigger
Permitted AI agent tasks requires a new record, an agreed review or a controlled change.

Responsible role
Service coordinator

  • Register permitted AI agent tasks and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Authorised service approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

02 · Define action limits

Coordinate action limits within AI Agent Authority and Action Review.

Trigger
Action limits requires a new record, an agreed review or a controlled change.

Responsible role
Service coordinator

  • Register action limits and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Authorised service approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

03 · Define approval conditions

Coordinate approval conditions within AI Agent Authority and Action Review.

Trigger
Approval conditions requires a new record, an agreed review or a controlled change.

Responsible role
Service coordinator

  • Register approval conditions and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Authorised service approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

04 · Coordinate entitlement checks

Coordinate entitlement checks within AI Agent Authority and Action Review.

Trigger
Entitlement checks requires a new record, an agreed review or a controlled change.

Responsible role
Service coordinator

  • Register entitlement checks and its operating scope
  • Check permitted purpose, prerequisites and authority
  • Record the delegated approval or refusal
  • Track term, withdrawal and later changes

Approval
Authorised service approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Authority is missing, permission changes or the requested purpose exceeds the accepted scope.

Outcome
A scoped permission or recorded refusal, its conditions and review history.

05 · Coordinate human review of exceptions

Coordinate human review of exceptions within AI Agent Authority and Action Review.

Trigger
Human review of exceptions requires a new record, an agreed review or a controlled change.

Responsible role
Change or security reviewer

  • Register human review of exceptions and its operating scope
  • Collect the linked records and qualified evidence
  • Assign the responsible reviewer and record findings
  • Accept the outcome or assign corrective follow-up

Approval
Authorised service approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.

Outcome
A review finding, its accepted evidence and any accountable corrective actions.

06 · Record action evidence

Coordinate action evidence within AI Agent Authority and Action Review.

Trigger
Action evidence requires a new record, an agreed review or a controlled change.

Responsible role
Change or security reviewer

  • Register action evidence and its operating scope
  • Collect the linked records and qualified evidence
  • Assign the responsible reviewer and record findings
  • Accept the outcome or assign corrective follow-up

Approval
Authorised service approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.

Outcome
A review finding, its accepted evidence and any accountable corrective actions.

07 · Manage authority revisions or revocation

Coordinate authority revisions or revocation within AI Agent Authority and Action Review.

Trigger
Authority revisions or revocation requires a new record, an agreed review or a controlled change.

Responsible role
Service coordinator

  • Register authority revisions or revocation and its operating scope
  • Check permitted purpose, prerequisites and authority
  • Record the delegated approval or refusal
  • Track term, withdrawal and later changes

Approval
Authorised service approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Authority is missing, permission changes or the requested purpose exceeds the accepted scope.

Outcome
A scoped permission or recorded refusal, its conditions and review history.

08 · Register the operating requirement

Coordinate operating requirement within AI Agent Authority and Action Review.

Trigger
Operating requirement requires a new record, an agreed review or a controlled change.

Responsible role
Service coordinator

  • Register operating requirement and its operating scope
  • Compare options, dependencies and operating constraints
  • Review the selected option with its accountable owners
  • Accept the plan and track its delivery conditions

Approval
Authorised service approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
An assumption changes, prerequisites are missing or stakeholders cannot accept the proposed commitment.

Outcome
An approved operating plan and owned actions for its accepted conditions.

09 · Resolve operating exceptions

Coordinate operating exceptions within AI Agent Authority and Action Review.

Trigger
Operating exceptions requires a new record, an agreed review or a controlled change.

Responsible role
Service coordinator

  • Register operating exceptions and its operating scope
  • Gather the relevant evidence and review options
  • Route the case to the delegated decision owner
  • Record the outcome, conditions and follow-up obligations

Approval
Authorised service approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
The case exceeds delegation, contains a conflict or has disputed evidence.

Outcome
An authorised decision or escalation with accountable resolution actions.

10 · Verify completion and follow-up

Coordinate completion and follow-up within AI Agent Authority and Action Review.

Trigger
Completion and follow-up requires a new record, an agreed review or a controlled change.

Responsible role
Change or security reviewer

  • Register completion and follow-up and its operating scope
  • Collect the linked records and qualified evidence
  • Assign the responsible reviewer and record findings
  • Accept the outcome or assign corrective follow-up

Approval
Authorised service approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.

Outcome
A review finding, its accepted evidence and any accountable corrective actions.

11 · Review controlled operating changes

Coordinate controlled operating changes within AI Agent Authority and Action Review.

Trigger
Controlled operating changes requires a new record, an agreed review or a controlled change.

Responsible role
Change or security reviewer

  • Register controlled operating changes and its operating scope
  • Collect the linked records and qualified evidence
  • Assign the responsible reviewer and record findings
  • Accept the outcome or assign corrective follow-up

Approval
Authorised service approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Evidence is incomplete, disputed, expired or outside the reviewer’s authority.

Outcome
A review finding, its accepted evidence and any accountable corrective actions.

12 · Prepare scoped operational reports

Coordinate scoped operational reports within AI Agent Authority and Action Review.

Trigger
Scoped operational reports requires a new record, an agreed review or a controlled change.

Responsible role
Service coordinator

  • Register scoped operational reports and its operating scope
  • Assign the accountable owner and required actions
  • Review the relevant evidence and unresolved conditions
  • Confirm the accepted outcome and retain its history

Approval
Authorised service approver records the decision when the action changes an accepted commitment or requires delegated authority.

Exception handling
Required information or responsibility is missing, or an operating condition changes.

Outcome
A completed operating record with its linked evidence and remaining obligations.

Governance and control

  • Role permissions reflect the agreed responsibilities and restricted record access.
  • Required information and evidence are checked before the relevant decision or handover.
  • Exceptions have a named owner, recorded reason and an authorised resolution.
  • Approved changes retain their previous values, accountable decisions and linked evidence.
  • Integration mappings, business rules and acceptance criteria are reviewed with the customer.
Operating rules by business workflow
  • For permitted AI agent tasks, the record retains an accountable owner, its supporting evidence and accepted outcome.
  • For action limits, the record retains an accountable owner, its supporting evidence and accepted outcome.
  • For approval conditions, the record retains an accountable owner, its supporting evidence and accepted outcome.
  • For entitlement checks, the request stays within the recorded permission and delegated authority.
  • For human review of exceptions, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
  • For action evidence, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
  • For authority revisions or revocation, the request stays within the recorded permission and delegated authority.
  • For operating requirement, the accepted plan records assumptions, rejected alternatives, dependencies and conditions.
  • For operating exceptions, a decision retains its authority, reason, supporting evidence and resulting obligations.
  • For completion and follow-up, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
  • For controlled operating changes, evidence, reviewer authority and acceptance conditions are visible before a reviewed outcome is accepted.
  • For scoped operational reports, the record retains an accountable owner, its supporting evidence and accepted outcome.

Data, interfaces and operating requirements.

Core records

Operational recordPermitted AI agent tasksAction limitsApproval conditionsEntitlement checksHuman review of exceptionsDecisionSupporting evidenceActivity history
Record fields and linked information
  • Record identifier — Stable reference for the operating transaction.
  • Business unit — Business scope used for responsibility and reporting.
  • Operating subject — The request, commitment or work item being handled.
  • Accountable owner — Named responsibility for the next action.
  • Workflow stage — Current position in the agreed business journey.
  • Review requirement — Required review and outstanding decision.
  • Due or review date — Agreed action window or review trigger.
  • Linked evidence — Source records supporting the operating decision.
  • Decision authority — The delegated authority relevant to the accepted outcome.
  • Accepted outcome — Recorded decision and its business consequences.
  • Follow-up obligation — Remaining responsibilities after an accepted action.
  • Revision history — Trace of accepted changes and their evidence.
  • Permitted AI agent tasks reference — Link the relevant permitted AI agent tasks to the operating transaction and its decision evidence.
  • Action limits reference — Link the relevant action limits to the operating transaction and its decision evidence.
  • Approval conditions reference — Link the relevant approval conditions to the operating transaction and its decision evidence.
  • Entitlement checks reference — Link the relevant entitlement checks to the operating transaction and its decision evidence.
  • Human review of exceptions reference — Link the relevant human review of exceptions to the operating transaction and its decision evidence.

Systems and interfaces

  • Service management, asset and configuration records
  • Approved identity, repository or change interfaces
  • Identity and role-based access services
  • Approved document and communication services

Interface scope, data mapping and testing are agreed for each engagement.

Implementation requirements
Confirm the operating boundaries, permitted ai agent tasks, responsible roles, review authority, record retention, interface mappings and acceptance scenarios.

Mobile and tablet access

Authorised users can review permitted ai agent tasks, supporting records and assigned actions through mobile and tablet access. The relevant tasks and permissions are agreed for the deployment.

Access approved workflows through the Dalfin mobile app. Device tasks and permissions are confirmed for the deployment.

Apple App Store ↗Google Play ↗

AI extensions

AI-assisted summarisation, evidence retrieval or scenario comparison can be scoped around aI Agent Authority and Action Review. Outputs remain reviewable, with authorised people responsible for consequential decisions.

AI extensions are scoped around the required data, business outcome and review controls.

Engineered with Genesis.

Structured application engineering

Connect requirements, roles, records, workflows and interfaces through the agreed Genesis engineering process.

Controlled changes

Review dependency impact and validation requirements. Context Memory supports governed changes and accepted application revisions.

Deployment and support

Agree customer cloud or on-premises requirements, device access, implementation acceptance and ongoing engineering support.

AN EXAMPLE OPERATING SCENARIO

What to validate in a scoped demonstration.

Start with permitted ai agent tasks and follow the record through coordinate records and evidence. Introduce a missing item or operating exception, record the authorised resolution and inspect the final handover, evidence and history.

What to review

  • A saved end-to-end transaction
  • An exception and its authorised resolution
  • Different operator, approver and reviewer permissions
  • Final records, history and the relevant report
Discuss this solution

Questions before implementation.

What can we review in a tailored demonstration?

Review a representative operational record, its workflow stages, accountable roles, an exception and the resulting operational report. Bring the business process and existing system requirements that matter to your organisation.

How is the solution adapted to our organisation?

The operating scope covers your records, role permissions, review authority, business rules and integration boundaries. These requirements are agreed with the responsible business owners.

How does the solution connect with existing systems?

Connection design defines interfaces, data ownership, mapping, authentication and exception handling. The agreed implementation includes validation against the selected systems and workflows.

How are subsequent changes controlled?

The agreed engineering approach covers review of change impact, bounded implementation, validation and accepted revisions. Discuss the relevant Genesis Context Memory and support requirements during solution scoping.