Challenge: decisions and settlements in multiple places
Documents related to assets, approvals, and settlements passed through multiple people and teams. The scattered process made it difficult to identify the current stage and accountability. Manual calculations increased the risk of errors, while the lack of automatic limit controls made budget rules harder to enforce.
The organization also needed a complete history of changes and successive document versions for control and audit purposes.
Solution: a process governed by organizational rules
Astrafox built a web platform that guides a document from creation through verification and approval to settlement and archiving.
The solution provides:
- automatic routing of tasks to the right people,
- approval, rejection, and reassignment of cases,
- value checks against thresholds and budget rules,
- corrections to settlement parameters,
- a history of every operation,
- document versioning without losing previous states,
- bulk spreadsheet import and export,
- reports comparing current and historical values,
- configuration of process rules and parameters.
Outcome: budget control and audit readiness
Documents reach the people identified by process rules. The system checks limits, performs calculations, and records successive decisions. This reduces manual operations, while control teams reconstruct the case path together with previous document versions.
Bulk import, export, and reporting make large information sets easier to manage.
Technical details
The platform runs in a browser. It integrates with the corporate user directory and supports integrated authentication. A REST API exchanges data with other solutions in the IT environment.
Frequently asked questions
Does the system retain previous document versions?
Yes. Revisions and the operation history reconstruct the previous state and decision path.
Can approval rules be changed?
Yes. The settings module adapts the process, limits, and parameters to the organization’s procedures.