Process Automation Model¶
Executive Summary¶
The Process Automation Model defines how Algosure increases automation responsibly across Business Processes while preserving Practice ownership, Domain fact ownership, human accountability, auditability, and safety.
Why This Exists¶
Automation is valuable only when the work is well understood, measurable, governable, and safe. Algosure must avoid automating unclear judgement, unowned facts, or high-impact decisions without approval.
Owner¶
The owner is the Chief Product Officer and Enterprise Architect. Practices own automation readiness for their processes. AIOS orchestrates approved automation. Humans approve high-impact automation outcomes.
Business Value¶
Responsible automation improves speed, consistency, scalability, and customer experience while reducing operational risk.
Automation Levels¶
| Level | Name | Description |
|---|---|---|
| 0 | Manual | Human executes the process without Digital Professional support. |
| 1 | Assisted | Digital Professional prepares drafts, summaries, reminders, or analysis. |
| 2 | Orchestrated | AIOS coordinates tasks, events, dependencies, and status across roles. |
| 3 | Semi-Automated | Low-risk steps execute automatically within SOP guardrails. |
| 4 | Approval-Gated Automation | AIOS executes larger workflow segments but pauses at approval gates. |
| 5 | Governed Autonomous | Routine low-risk processes execute end-to-end with monitoring, audit, and exception escalation. |
Automation Progression¶
flowchart LR
Manual[Level 0 Manual]
Assisted[Level 1 Assisted]
Orchestrated[Level 2 Orchestrated]
Semi[Level 3 Semi-Automated]
Gated[Level 4 Approval-Gated]
Autonomous[Level 5 Governed Autonomous]
Manual --> Assisted
Assisted --> Orchestrated
Orchestrated --> Semi
Semi --> Gated
Gated --> Autonomous
Automation Readiness Criteria¶
| Criterion | Requirement |
|---|---|
| Process clarity | SOP is documented and repeatable. |
| Ownership clarity | Practice and Domain ownership are explicit. |
| Data reliability | Required Domain facts are available and trusted. |
| KPI baseline | Performance and quality can be measured. |
| Exception handling | Common exceptions have routing and escalation. |
| Approval gates | High-impact steps are identified and enforced. |
| Auditability | Execution can be traced. |
| Safety controls | Tenant isolation, authority, and guardrails are defined. |
Automation Rules¶
- Automation cannot compensate for an unclear process.
- Automation cannot bypass human approval gates.
- Automation cannot mutate Domain facts outside approved Domain workflows.
- Automation must include failure handling.
- Automation levels must be reviewed and versioned.
- Increasing automation requires evidence from process KPIs and exception history.