Expense Approval

HR & People

Auto-approve an expense claim when it is under the role limit and has a valid category.

Policy rule

A **expense** is approved
  if the __amount__ of the **expense** is less than or equal to the __approval_limit__ of the **employee**
  and the __category__ of the **expense** is in ["travel", "meals", "software", "equipment", "training"]
  and the __has_receipt__ of the **expense** is equal to true.

Input schema

{
  "properties": {
    "expense": {
      "properties": {
        "amount": {
          "type": "number"
        },
        "category": {
          "type": "string"
        },
        "has_receipt": {
          "type": "boolean"
        }
      },
      "required": [
        "amount",
        "category",
        "has_receipt"
      ],
      "type": "object"
    },
    "employee": {
      "properties": {
        "approval_limit": {
          "type": "number"
        }
      },
      "required": [
        "approval_limit"
      ],
      "type": "object"
    }
  },
  "required": [
    "expense",
    "employee"
  ],
  "title": "Expense Model",
  "type": "object"
}

Test cases

Within limit with receipt

Expect pass

{
  "expense": {
    "amount": 75,
    "category": "meals",
    "has_receipt": true
  },
  "employee": {
    "approval_limit": 200
  }
}

Over limit

Expect fail

{
  "expense": {
    "amount": 500,
    "category": "equipment",
    "has_receipt": true
  },
  "employee": {
    "approval_limit": 200
  }
}

Integration

Execute this policy from your app using one of the official SDKs.

import { ExecutionClient } from "@policies2/sdk";

const client = new ExecutionClient({
	apiKey: process.env.POLICY_API_KEY!,
	transport: { kind: "rest", baseUrl: "https://api.policy2.net" },
});

const result = await client.executePolicy({
	id: "your-policy-id", // replace with your published policy ID
	reference: "base",
	data: {
		"expense": {
			"amount": 75,
			"category": "meals",
			"has_receipt": true
		},
		"employee": {
			"approval_limit": 200
		}
	},
});

if (result.result) {
	console.log("policy matched");
} else {
	console.log("policy did not match");
}

Ready to try this policy?

Open in editor