Case Summarization for Approvals

Overview

This skill generates approval-focused summaries for HR cases, service requests, and requested items. It provides approvers with the context they need to make informed decisions:

• Extracting and highlighting business justification from request details and variables
• Calculating cost impact including recurring costs, one-time charges, and budget implications
• Building approval history timelines showing who approved, rejected, or is pending
• Surfacing policy compliance status and any flagged exceptions
• Summarizing the requester's profile, department context, and prior similar requests
• Identifying risk factors that may warrant additional scrutiny

When to use: When approvers need concise, decision-ready summaries of pending approvals, or when building automated approval notification enrichment for HR and IT requests.

Prerequisites