AgentforceAdvancedhuman-in-the-loopfinanceapproval
Implement human-in-the-loop for high-value financial transaction approvals
Real World Scenario
Agentforce suggests refund above $500; autonomous execution caused duplicate refunds until compliance mandated human approval.
Expected Answer
• Tier actions: auto-execute below threshold, approval queue above
• Approval UI shows agent reasoning and source records
• Timeout pending approvals with customer communication template
• Idempotency keys on refund action preventing duplicate execution
• Segregation: agent proposes, human approves, system executes
• Audit trail immutable for regulators
• Regular review of threshold tuning vs fraud and CSAT metrics
Follow-Up Questions & Answers
Click to expand — each follow-up includes a direct, interview-ready answer
Direct answer: Tier actions: auto-execute below threshold, approval queue above Also consider: Approval UI shows agent reasoning and source records In practice: Timeout pending approvals with customer communication template Optimize for scale and operational observability.
Architect Perspective
Financial actions need propose-approve-execute separation — agents are advisors not signatories.