These rows are rendered from the same enterprise experience contract as web, chat, Claude, ServiceNow, and API channels. They are not UI-scored and not page-local sample data.
These are the cases where human judgment protects cash, prevents leakage, clears supplier risk, or improves the process. Agents have already completed routine checks and surfaced evidence, policy, recommendation, and replay trails.
Keep payment holds; route duplicate comparison evidence for analyst decision. Payment release remains human-controlled until policy, evidence, and authority checks are satisfied.
T4 LIVE SOR LINEAGE · Attestation eligible · Source completePetroChem Services Ltd · $2.8M · P2P_AUTHORITY_GATE · ledger REQUIRES_HUMAN_APPROVAL · evidence Invoice, PO, Receipt / SES, Policy binding, Evidence pack, Policy ledger. Data credibility: Truth tier: T4_LIVE_SOR_LINEAGE; Source readiness T4 LIVE SOR LINEAGE; attestation eligible; source complete; No fallback value is presented as attested source evidence; missing required fields: none.
Claude receives a redacted Context Pack, Skill Manifest, and read/draft-only MCP tools. It can analyze, compare, explain, and draft; it cannot release payment, update SAP, override policy, or write to source systems.
| Case | Reason | Value | Human action | Open |
|---|---|---|---|---|
| CASE-P2P-000001duplicate_invoice_risk | Duplicate-pattern invoices held pending supervised containment (9 invoice(s))Keep payment holds; route duplicate comparison evidence for analyst decision. | £1.7M | open | |
| CASE-P2P-000002three_way_match_exception | Invoices failing three-way match against PO/receipt state (18 invoice(s))Request receipt/GR evidence before release; escalate persistent mismatches. | AUD 1.7M | open | |
| CASE-P2P-000003evidence_gap_exception | Invoices missing required completion/inspection evidence (1 invoice(s))Request the declared evidence set before certification and payment. | £840K | open | |
| CASE-P2P-000004grni_aging_exception | Aged GRNI exposure awaiting receipt or clearing decision (14 invoice(s))Request upstream receipt evidence or route a governed clearing decision. | £557K | open | |
| CASE-P2P-000005high_value_invoice_exception | High-value invoices gated on delegated-authority approval (5 invoice(s))Route to the authority holder; PO/payment stays blocked until approved. | £503K | open | |
| CASE-P2P-000006exception_review | Exception invoices requiring analyst review (1 invoice(s))Review exception reason and route the governed next action. | $265K | open | |
| CASE-P2P-000007po_binding_exception | Invoices without a resolvable purchase order (5 invoice(s))Request PO reference from requester or route to non-PO handling. | £225K | open | |
| CASE-P2P-000008price_variance_exception | Invoices with price variance beyond tolerance (2 invoice(s))Request contract/rate-card evidence; hold variance amount pending review. | £143K | open |
Context is focused on the selected P2P decision queue. Use these cards to inspect agent work, team help, value impact, and automation posture without opening a second surface.
T4 LIVE SOR LINEAGE · Attestation eligible · Source completeThis is the real page-level collaboration interface. It uses the platform handoff contract to draft evidence-backed asks, assign the right owner, start SLA clocks, escalate overdue work, and capture responses into replay. Messages remain draft/review controlled.
Primary analyst work stays above. Platform proof, research, learning, and shared runtime controls stay available here without competing with the work queue.
Separates detected, protected, recovered, realized, and projected value so BP does not overstate benefits. Every value claim must link to a case outcome, evidence snapshot, policy boundary, and replay record.
Source: 8 replayed decisions · 2 overrides · 5 prior payment matches. Status: Pending supervisor approval. Impact: +$1.3M estimated value protected · +2 false positives in backtest. Boundary: recommend-only · no autonomous payment hold.
Human-approved learning generated from replayed decisions, evidence packs, and override patterns. This proposal is not automatically changing production behavior.
| Learning ID | LRN-P2P-DUP-2026-0042 |
| Learning type | Duplicate payment decision pattern |
| Source | 8 replayed decisions, 2 human overrides, 1 supplier confirmation |
| Status | Pending supervisor approval |
| Applies to | Duplicate Payment Agent |
| Impact area | Invoice Processing, Payment Risk, Leakage Risk |
| Confidence | 89% |
| Effective date | Not active until approved |
| Rollback available | Yes |
| Duplicate match threshold | Before: exact invoice number or strong similarity | After: suffix-pattern match with supplier, amount, PO, payment window |
| Risk score | Medium-high | High |
| Human action | Request evidence | Hold payment + request supplier confirmation |
| Automation boundary | Recommend only | Still recommend only |
| Payment release | Human controlled | Human controlled |
| CASE-P2P-000001 | Hold payment | Pending supplier confirmation | Strong duplicate pattern |
| SUP-CLAIM-091 | Hold payment | Confirmed duplicate risk | Agent aligned with human |
| PAY-LSL-XERP-2026-021 | Keep payment hold | Cross-ERP duplicate prevented | Payment run duplicate pattern |
| INV-OLD-482K-2026 | Released after review | False positive | Added exclusion condition |
Positive signal: repeated suffix-pattern invoice numbers from the same supplier with same amount and PO raise duplicate confidence.
Negative signal: do not raise confidence when amount matches but PO, service period, or supplier bank account differ.
Provenance: 8 human decisions, 2 overrides, 8 evidence packs, 1 supplier confirmation, 5 prior payment records, 3 policy gates, and 8 replay traces.
Auto-applied to production: No. Human approval required: Yes. Supervisor review required: Yes. Control owner review required for policy threshold changes. Backtest completed: Pending. False-positive check completed: Pending. Rollback available: Yes. Audit replay available: Yes. Learning proposal is not active until approved and backtested.
Historical cases tested: 240. Additional duplicates detected: 11. False positives introduced: 2. Precision: 84%. Recall improvement: +9%. Estimated value protected: $1.3M. Analyst workload increase: +4 cases/week. Recommended rollout: Pilot only.
Future impact: higher confidence for suffix-pattern duplicates, earlier Leakage Risk surfacing, earlier Payment Risk holds, slight queue increase, PetroChem Services Ltd watchlist, and no policy change required.
Runtime validation hooks for the selected live P2P case. These open the governed decision drawer without substituting a non-SOR work item.
Process logs, SAP / Ariba / VIM / OpenText events, SOPs, policy, tickets, screenshots, and exception history feed a discovery layer that identifies pain points, automation opportunities, autonomy boundaries, data gaps, value case, and recommended pilots. It stays collapsed here so the page remains a compact decision cockpit.
If a capability appears in more than one mission, depends on common evidence/policy/action/audit patterns, or must be trusted by finance, controls, technology, and audit, implement it as platform capability.
| Capability | Priority | Status | P2P proof now |
|---|---|---|---|
| Finance Ontology & Object Model Platform | Phase 1 · credibility foundation | platform_contract_ready | P2P maps invoices, POs, GR/SES, suppliers, payments, policies, controls, evidence, cases, and decisions into the common object model. |
| Finance Event Fabric | Phase 1 · credibility foundation | platform_contract_ready | P2P events include invoice received, payment proposed, GR posted, SES posted, policy exception raised, and collaboration response received. |
| Case Management Platform | Phase 1 · credibility foundation | platform_contract_ready | P2P lifecycle items follow a consistent case model across duplicate invoices, PR-to-PO, GRIR, SES, Non-PO, Payment, and Helpdesk cases. |
| Evidence Pack & Document Intelligence | Phase 1 · credibility foundation | platform_contract_ready | P2P case drawers show invoice, PO, GR/SES, supplier, policy, source lineage, missing/conflicting evidence, and evidence pack references. |
| PDF Evidence Service | Phase 1 · credibility foundation | platform_contract_ready | P2P evidence packs can attach invoice PDFs, OpenText documents, PO support, field tickets, policy PDFs, and supplier confirmations as cited evidence. |
| Policy, Control & Authority Runtime | Phase 1 · credibility foundation | platform_contract_ready | P2P drawers expose decision contract, policy/control reason, allowed human actions, blocked system actions, and authority gates. |
| Finance Decision Contract Platform | Phase 1 · credibility foundation | platform_contract_ready | P2P case and agent drawers show decision contracts for duplicate holds, DoA escalation, GRIR clearing, SES approval, Non-PO routing, payment holds, and supplier responses. |
| Decision Replay, Audit & Runtime Mode Platform | Phase 1 · credibility foundation | platform_contract_ready | P2P drawers include decision timeline, replay actions, runtime proof, and audit-ready collaboration timelines. |
| Action Orchestration Layer | Phase 1 · credibility foundation | platform_contract_ready | P2P action layer separates decision, collaboration, system, learning, and control actions with policy boundaries. |
| Collaboration & Handoff Service | Phase 1 · credibility foundation | implemented_p2p_adapter_ready | P2P consumes platform collaboration contracts for Ask Owner, Request Evidence, Escalate, drafted message, collaborator cards, SLA, timeline, response capture, and supervisor health. |
| HR / Outlook / Teams Integration Platform | Phase 1 · credibility foundation | platform_contract_ready | P2P collaboration contracts identify requesters, buyers, service acceptors, suppliers, supervisors, and escalation paths ready for Teams/Outlook routing. |
| Case Workspace / Case Drawer Framework | Phase 1 · credibility foundation | platform_contract_ready | P2P drawers follow the shared shell and use case-type-specific extensions for duplicate, PR, GRIR, SES, Non-PO, Payment, and Helpdesk cases. |
| Work Queue / Mission Queue Engine | Phase 1 · credibility foundation | platform_contract_ready | P2P workbench prioritizes payment risk, leakage risk, critical items, automation stops, and lifecycle action rows. |
| Research Co-worker / Ask Sphere | Phase 2 · defensible differentiation | platform_contract_ready | P2P has bounded screen-level queue research and line-level case research with visible scope and blocked actions. |
| Agent Operating Record / Control Plane | Phase 2 · defensible differentiation | platform_contract_ready | P2P agent drawers show operating charter, decision contract, stop reasons, evidence quality, policy boundaries, performance, cohorts, transformation opportunities, and control actions. |
| Learning & Decision Memory Runtime | Phase 2 · defensible differentiation | platform_contract_ready | P2P shows Decision Memory Update for duplicate suffix-pattern risk with source decisions, before/after behavior, backtest, governance, future impact, and rollback. |
| KPI Drill-down Framework | Phase 2 · defensible differentiation | platform_contract_ready | P2P KPI drawers support Payment Risk, Leakage Risk, Automation Rate, and Critical Items with cases opening the common case workspace. |
| Source-System Lineage & Data Trust | Phase 2 · defensible differentiation | platform_contract_ready | P2P drawers and panels show SAP/Ariba/OpenText/ServiceNow lineage, live/simulated status, and SAP calls avoided. |
| Enterprise Search & Knowledge Platform | Phase 2 · defensible differentiation | platform_contract_ready | P2P Ask Sphere and case research can search current queue context, evidence packs, policy references, prior cases, and source-system lineage. |
| Value Realization & Benefits Tracking | Phase 2 · defensible differentiation | platform_contract_ready | P2P separates value protected, leakage exposure, payment risk, automation value, and decision-memory estimated impact. |
| Transformation Opportunity Engine | Phase 2 · defensible differentiation | platform_contract_ready | P2P agent drawers surface supplier duplicate patterns, non-PO conversion candidates, SES digitization, GRIR nudge opportunities, and DoA routing defects. |
| FinOps / Token / Compute Observability | Phase 2 · defensible differentiation | platform_contract_ready | P2P runtime proof surfaces SAP calls avoided, source calls, token cost, latency, tool calls, cache state, and observability trace IDs. |
| Model Router & AI Governance | Phase 2 · defensible differentiation | platform_contract_ready | P2P separates deterministic finance numbers and policy decisions from Ask Sphere research, drafting, and evidence-backed explanations. |
| Readiness & Maturity Platform | Phase 3 · enterprise scale | platform_contract_ready | P2P distinguishes live SOR connections from source-mode disclosures and shows which handoffs, evidence, policies, and actions are production-ready. |
| Control Intelligence Hub | Phase 3 · enterprise scale | platform_contract_ready | P2P exposes policy blocks, evidence gaps, overrides, collaboration audit, and control-owner boundaries in case/agent/learning panels. |
| Role & Persona Experience Layer | Phase 3 · enterprise scale | platform_contract_ready | P2P has analyst workbench, supervisor collaboration health, technology proof mode, and platform contract panels. |
| Notification & Alerting Platform | Phase 3 · enterprise scale | platform_contract_ready | P2P collaboration and queue panels expose response SLAs, overdue asks, payment-run urgency, high-value leakage cases, and escalation paths. |
| Exception Pattern Library | Phase 3 · enterprise scale | platform_contract_ready | P2P uses patterns for duplicate risk, missing GR/SES, DoA gates, GRIR aging, Non-PO exceptions, payment holds, and supplier inquiries. |
| Autonomous Action Safety Layer | Phase 3 · enterprise scale | platform_contract_ready | P2P blocks autonomous payment release, supplier-bank changes, policy overrides, GRIR clearing, SES posting, and duplicate suppression unless approval and audit gates pass. |
| Records Retention & Legal Hold | Phase 3 · enterprise scale | platform_contract_ready | P2P collaboration drafts, evidence attachments, decisions, replay records, approvals, and case closure outcomes are modeled as auditable retained records. |
P2P now consumes a platform collaboration contract: owner resolution, evidence-backed message drafting, task creation, SLA tracking, escalation, response ingestion, and audit replay. The same contract shape can be reused by O2C, R2R, FP&A, Treasury, Tax, Close, and CFO views.
Headless Graph validation for Outlook and Teams. Health and draft generation are safe; live sends remain blocked unless Graph credentials and MSGRAPH_SEND_ENABLED=true are configured.
Ready for governed browser test. No message has been sent.
Visible browser test for the governed Outlook/Teams adapter. Health and draft actions are safe; live sends are blocked unless Graph credentials and MSGRAPH_SEND_ENABLED=true are configured.
Ready for governed browser test. No message has been sent.