Publish an exact workflow version
Use the structured staff configurator to define supported Finance-to-Case steps for an exact employer/unit scope, simulate and independently approve the version.
Workflows & approval tasks
Move discrepancies from Finance to Casework.
Configure the supported manual employer-discrepancy workflow, simulate its path, obtain independent approval and keep source-authorized tasks and recovery visible.
UnionStack shown with fictional demonstration records.
Operational outcomes
What this changes for the team.
See how this part of UnionStack helps your team organize the work and follow through.
Make approval responsibility visible
Add an optional one-to-three-stage sequential approval with named or group candidates, claims, delegation, revisions and personal or group task queues.
Recover without repeating the action
Inspect blockers and execution evidence, safely disable or reconcile work, and resume approved tasks without creating a duplicate Case or performing a financial adjustment.
Connected workflow
Follow the work through its record.
The exact configuration varies by tenant, but the accountable sequence remains visible.
Configure and simulate
Choose the supported scope, routing and approval stages.
Approve and activate
Independently approve the exact version and confirm source grants.
Work and recover
Claim authorized tasks, record decisions and inspect operational recovery.
Put it to the test
A meaningful demonstration starts here.
Separate a Finance preparer, an independent publisher and a caseworker. The preparer can assemble the permitted Finance work; the publisher decides whether an eligible policy version is ready. The caseworker should receive only the information needed for the related case, not unrestricted financial records.
Questions to answer in the product
- Can a Finance-to-Case hand-off show the configured stages, assigned reviewers and resulting case?
- Can staff explain a rejected or stale task without silently bypassing the required decision?
Boundaries
What evaluators should keep in view.
- The configurator supports the bounded manual Finance-to-Case workflow, not arbitrary modules, scripts or a general project workspace.
- Independent decisions, current task and source access, exact routing and operational controls remain required.
Next step
Evaluate Workflows & approval tasks with your own workflow.
Try a real workflow with the 30-day trial, or request a guided walkthrough with UnionStack.
Credit card required. Automatic billing after 30 days.