---
agent_capabilities:
- Ambient Agent
availability: IDEA
description: On a daily schedule, the agent pulls newly submitted expense reports
  from SAP Concur, fetches the latest policy from SharePoint, and evaluates each line
  with LLM reasoning (category, amount, merchant, attendees). It flags high-risk items
  and compiles a succinct summary with suggested fixes for AP review, keeping the
  queue prioritized and close-ready.
name: Enforce Expense Policy Compliance Daily
purple_chat_link: https://marketplace.moveworks.com/purple-chat?conversation=%7B%22messages%22%3A%5B%7B%22role%22%3A%22user%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22Request+Justification%22%7D%2C%7B%22reasoningSteps%22%3A%5B%7B%22richText%22%3A%22Enforcing+expense+policy%22%2C%22status%22%3A%22success%22%2C%22content%22%3A%5B%7B%22apiBlock%22%3A%7B%22title%22%3A%22Pulling+newly+submitted+expense+reports+from+SAP+Concur%22%2C%22connectorName%22%3A%22sap-concur%22%2C%22code%22%3A%22%2F%2F+API+call+code%22%2C%22language%22%3A%22javascript%22%2C%22caption%22%3A%22%22%2C%22overrideImageUrl%22%3A%22%22%7D%7D%2C%7B%22apiBlock%22%3A%7B%22title%22%3A%22Fetching+latest+policy+from+SharePoint%22%2C%22connectorName%22%3A%22sharepoint%22%2C%22code%22%3A%22%2F%2F+API+call+code%22%2C%22language%22%3A%22javascript%22%2C%22caption%22%3A%22%22%2C%22overrideImageUrl%22%3A%22%22%7D%7D%5D%7D%2C%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22Evaluating+each+line+with+LLM+reasoning+%28category%2C+amount%2C+merchant%2C+attendees%29%22%2C%22content%22%3A%5B%5D%7D%2C%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22Flagging+high+risk+items%22%2C%22content%22%3A%5B%5D%7D%2C%7B%22status%22%3A%22success%22%2C%22richText%22%3A%22Compiling+a+succinct+summary+with+suggested+fixes+for+AP+review%22%2C%22content%22%3A%5B%5D%7D%5D%7D%5D%7D%2C%7B%22role%22%3A%22assistant%22%2C%22parts%22%3A%5B%7B%22richText%22%3A%22Here+is+your+%3Cb+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EDaily+Expense+Policy+Compliance+Report%3C%2Fb%3E+for+2024-07-26.+I%27ve+processed+%3Cb+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E25+new+expense+reports%3C%2Fb%3E+from+%3Cb+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ESAP+Concur%3C%2Fb%3E+against+the+latest+policy+from+%3Cb+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3ESharePoint%3C%2Fb%3E.+%3Cb+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E3+reports%3C%2Fb%3E+contain+high-risk+items+requiring+your+review.+I%27ve+prioritized+the+queue+for+you.%22%7D%2C%7B%22richText%22%3A%22%3Ch3+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EFlagged+Item+1%2F3%3C%2Fh3%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cb%3EExpense+Report%3A%3C%2Fb%3E+%3Ccode%3EER-2024-07-26-001%3C%2Fcode%3E%3C%2Fp%3E%3Cul+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3E%3Cli%3E%3Cb%3EEmployee%3A%3C%2Fb%3E+Alice+Johnson%3C%2Fli%3E%3Cli%3E%3Cb%3EMerchant%3A%3C%2Fb%3E+Fancy+Steakhouse%3C%2Fli%3E%3Cli%3E%3Cb%3EAmount%3A%3C%2Fb%3E+%24250.00%3C%2Fli%3E%3Cli%3E%3Cb%3ECategory%3A%3C%2Fb%3E+Meals+%26amp%3B+Entertainment%3C%2Fli%3E%3Cli%3E%3Cb%3EAttendees%3A%3C%2Fb%3E+2+%28Alice+Johnson%2C+Bob+Smith%29%3C%2Fli%3E%3C%2Ful%3E%3Cp+xmlns%3D%5C%22http%3A%2F%2Fwww.w3.org%2F1999%2Fxhtml%5C%22%3EThe+policy+retrieved+from+%3Cb%3ESharePoint%3C%2Fb%3E+%28%3Ccode%3ETravel+%26amp%3B+Expense+Policy+v3.2%3C%2Fcode%3E%29+states+a+per-person+meal+limit+of+%2475+for+internal+meetings.+LLM+analysis+indicates+this+expense+exceeds+the+per-person+limit+for+the+declared+attendees.+%3Cb%3ESuggested+action%3A%3C%2Fb%3E+Reclassify+to+client+entertainment+or+request+justification.%3C%2Fp%3E%22%7D%2C%7B%22citations%22%3A%5B%7B%22connectorName%22%3A%22sap-concur%22%2C%22citationTitle%22%3A%22ER-2024-07-26-001%22%7D%2C%7B%22connectorName%22%3A%22sharepoint%22%2C%22citationTitle%22%3A%22Travel+%26+Expense+Policy+v3.2%22%7D%5D%7D%2C%7B%22buttons%22%3A%5B%7B%22buttonText%22%3A%22Approve+with+Warning%22%2C%22style%22%3A%22outlined%22%7D%2C%7B%22buttonText%22%3A%22Reject+Item%22%2C%22style%22%3A%22outlined%22%7D%2C%7B%22buttonText%22%3A%22Request+Justification%22%2C%22style%22%3A%22filled%22%7D%2C%7B%22buttonText%22%3A%22View+Next+Flagged+Item%22%2C%22style%22%3A%22outlined%22%7D%5D%7D%5D%7D%5D%2C%22userConfig%22%3A%7B%22userName%22%3A%22Scheduled+Trigger%22%2C%22initials%22%3A%22U%22%2C%22providedIcon%22%3A%22silhoutte%22%2C%22imageUrl%22%3A%22https%3A%2F%2Fcdn-icons-png.flaticon.com%2F512%2F3652%2F3652191.png%22%7D%7D
solution_tags:
- Finance - Expense Management
systems:
- sap-concur
- microsoft-sharepoint
---