Resolution plan scenarios

  • Release version: Yokohama
  • Updated November 11, 2025
  • 1 minute to read

    • The Recommend invoice owner AI agent handles different scenarios when resolving Missing or invalid business owner exceptions. For each scenario, the AI agent recommends a resolution plan based on historically processed invoices and supplier information.

    For information on using the Recommend invoice owner AI agent, see Use Recommend invoice owner AI agent.

    Table 1. Scenarios handled by the Recommend invoice owner AI agent
    No Scenario Resolution plan
    1 No historically processed invoices exist in the system The Recommend invoice owner AI agent suggests reaching out to the existing supplier contact. If the accounts payable specialist opts to reach out to supplier contact, a task is created and assigned to the supplier contact.
    2 Single historical owner found in the system The Recommend invoice owner AI agent prompts whether to assign the historical business owner.

    On confirmation, the AI agent updates the business owner on the invoice and changes the exception status to Review complete.

    However, if the automatic assignment property is set to true, the business owner is assigned and no confirmation is needed.
    3 Multiple historical owners found in the system

    The Recommend invoice owner AI agent uses the score calculated by the Relevant invoice finder skill. If the scores of all business owners is less than the threshold, the agent suggests creating a task for the last known business owner.

    On confirmation, the AI agent creates and assigns the exception task to the last known business owner.

    If the scores of all business owners is above the threshold, the AI agent follows the single historical owner process after selecting the business owner:
    • If a business owner has the highest score, the AI agent selects that owner.
    • If multiple business owners tie for the highest score, the AI agent selects the most recent owner.