01 · Analyze
What may the system inspect and explain?
Analysis can compare inputs, surface uncertainty, and show alternatives. It should not quietly cross into a record change, an external send, or a commitment.
Foundation 03 · Decision rights
An autonomous system can generate a recommendation without being allowed to send, approve, purchase, publish, delete, or delegate it. The authority boundary must be explicit before an action travels.
Learning objective
By the end of this lesson, you should be able to distinguish analysis, recommendation, bounded execution, approval, and prohibited action—and show where a person or another accountable system must take over.
01 · Analyze
Analysis can compare inputs, surface uncertainty, and show alternatives. It should not quietly cross into a record change, an external send, or a commitment.
02 · Recommend
Define the proposal format, evidence required, alternatives considered, and the person who receives it. A recommendation does not inherit approval authority.
03 · Execute
Bound the resource, destination, time, amount, audience, and tool. Define how the action is checked and how the workflow returns to a safe state.
04 · Escalate
List prohibited actions and explicit escalation triggers. Missing evidence, conflicting instructions, scope drift, or irreversible impact should create a hold—not a creative workaround.
Practice lab
A support workflow can retrieve a customer’s prior cases and policy excerpts, draft a response, update an internal case classification, issue a credit under a defined cap, and request a manager review when a case contains an exception.
Source shelf
Continue the pathway