Trigger
An event or condition that starts an automated process, such as a submitted form, changed status, scheduled time, or received payment.
- Source: Must be observable and trustworthy
- Timing: Determines when the workflow begins
- Control: Duplicate or missing events require handling
Business Rule
An explicit condition that determines which action, path, approval, or calculation should occur.
- Clarity: Converts policy into testable logic
- Versioning: Records when and why logic changed
- Limit: Ambiguous judgment should not be disguised as a rule
Workflow
The ordered path of tasks, decisions, handoffs, and system actions used to complete a business process.
- Sequence: Coordinates dependent steps
- Ownership: Assigns responsibility for each stage
- Visibility: Shows waiting work and completion status
Exception Queue
A managed place for cases that cannot proceed through the standard automated path.
- Reason: Captures missing data or unusual conditions
- Priority: Routes urgent and high-risk cases first
- Learning: Reveals where rules or inputs need improvement
Orchestration
The coordination of automated actions across multiple applications, services, or teams.
- Connection: Moves data and commands between systems
- State: Tracks where each case stands
- Recovery: Handles partial failure without duplicating work
Audit Trail
A time-stamped record of triggers, inputs, decisions, actions, overrides, and errors.
- Evidence: Supports investigation and compliance
- Accountability: Identifies automated and human actions
- Testing: Confirms the flow followed approved logic