Definition
Claims workflows break when decisions and proof live in email. A governed claims workflow captures decision gates, approvals, and evidence artifacts during execution so outcomes are consistent and auditable.
Impact
Results teams are seeing
↓ 25–50%
Less rework
By standardizing handoffs and exceptions
↑ 30–70%
Faster cycle time
Approvals and evidence become part of the workflow
Audit-ready
Evidence trail
Approvals, exceptions, and version logs
Capabilities
What you can do with Process Designer
Governed execution
Workflows define decision points, owners, approvals, and exception paths so work is consistent across teams.
Evidence by design
Every approval and bypass produces a structured artifact with timestamp and rationale—no reconstruction needed.
Drift detection
Measure should vs is and route remediation to owners with SLAs so the SOP stays true under change.
Dashboards executives trust
Process health + evidence completeness + exception trends become measurable and reportable.
Use cases
Where teams apply Process Designer
Real workflows that benefit from visual design, automation, and governance.
Intake + document checks (IDP pattern)
A reusable pattern with clear ownership, approvals, and evidence artifacts—designed to scale across teams.
Decision gates (eligibility, payout thresholds)
A reusable pattern with clear ownership, approvals, and evidence artifacts—designed to scale across teams.
Exception paths (missing docs, fraud flags)
A reusable pattern with clear ownership, approvals, and evidence artifacts—designed to scale across teams.
Evidence ledger + dashboards
A reusable pattern with clear ownership, approvals, and evidence artifacts—designed to scale across teams.
How it works
From chaos to clarity in 4 steps
Model the flow
Define the backbone workflow, decision points, and handoff contracts (inputs/outputs).
Attach governance
Add approvals, exception paths, and evidence artifacts to the decision points.
Run and capture proof
Guide execution and capture structured records automatically as work happens.
Measure and improve
Monitor exceptions and drift; publish scorecards and remediate red items.
Implementation
Your path to process excellence
A phased approach that delivers value at each step.
Week 1
Backbone workflow + evidence map
Pick one workflow, map decision points, and define the minimum evidence backbone.
- Select two focus areas as your pilot: Intake + document checks (IDP pattern) + Decision gates (eligibility, payout thresholds)
- Define decision points, owners, and approval gates
- Create evidence artifacts for: intake_record + claim_id + eligibility_decision + rationale
Month 1
Operationalize and measure
Run the workflow with teams, capture evidence, and publish dashboards for outcomes + drift.
- Publish dashboards for: Cycle time by claim type + Exception rate and rework
- Standardize exception codes and escalation rules
- Create remediation loop: red items → owner → SLA → closure evidence
Quarter 1
Scale patterns across departments
Reuse the patterns across adjacent workflows and reduce variance without adding bureaucracy.
- Expand to remaining focus areas: Exception paths (missing docs, fraud flags), Evidence ledger + dashboards
- Add automation where stable, but keep approvals and evidence as first-class steps
- Review monthly: drift signals, exceptions, and evidence completeness
Industries
Tailored for your industry
IT Ops / Security
Challenge
Fast change and frequent incidents create drift and evidence gaps.
How we help
Governed workflows with evidence trails keep reality and documentation aligned under change.
Example: Incident response + change approvals
Regulated services
Challenge
Evidence trails and approvals are non-negotiable, but teams need speed.
How we help
Evidence by design reduces audit burden while keeping teams fast with standard exception patterns.
Example: Access requests + approvals
Design decision gates that survive audits
Define eligibility criteria, payout thresholds, and required evidence artifacts at each gate. Then approvals become workflow steps with records—not email threads.
Exception paths that match reality
Missing documents and mismatch cases should not stall in a queue. Route exception records with owners, SLAs, and mitigation evidence.
Dashboards: speed + proof
Measure cycle time, evidence completeness, and exception aging. This makes operational improvement and compliance measurable, not anecdotal.
Pilot
Pilot checklist (60 minutes to first value)
Start here
Define eligibility and payout thresholds
Define evidence artifacts per gate
Define top exception codes + owners
Add approval tiers for payouts
Publish dashboards (cycle time, completeness, aging)