uapf-validation-ready/demo-process/docs/notes.md

Document Review & Approval Process

Overview

This process handles the review and approval workflow for various document types within the organization.

Process Flow

1. Document Submission: User submits a document for review
2. Format Validation: Automated validation of document format and structure
3. Review: Designated reviewers assess the document content
4. Approval Determination: Business rules determine required approval levels based on document type and value
5. Decision: Document is approved, rejected, or sent back for revision
6. Publication: Approved documents are published to the appropriate repository

Key Features

• Automated format validation
• Dynamic approval routing based on document type and value
• Exception handling through CMMN case management
• Multiple outcome paths (approve/reject/revise)

Approval Levels

• Standard: Single manager approval for routine documents
• Manager: Department manager approval for low-value transactions
• Senior Management: Director/VP approval for medium-value transactions
• Executive: C-level approval for high-value or critical documents
• Legal: Legal counsel approval for contracts and compliance documents
• Technical: Engineering leadership approval for technical specifications

Document Types Supported

• Contracts and Purchase Orders
• Financial Statements
• Legal Agreements and NDAs
• HR Policies
• Technical Specifications
• Marketing Materials
• Standard Operating Procedures
• Training Materials

Exception Handling

When issues arise during the review process, a CMMN case is created to manage:

• Format correction
• Missing information requests
• Reviewer reassignment
• Stakeholder escalation
• Resolution verification