UC-099
AFE and Invoice Approval Routing
Routes AFE submissions, budget amendments, invoice exceptions and vendors through authority-based approval chains with deadline tracking.
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The Challenge
Approvals run on email and shared drives, so 15-25% stall on routing errors or lost documents and operations can be delayed at rig-rate costs. Nobody can see where a request stands or who owes the next action.
How It Works
- Ingests AFE documents, budget authorization matrices, vendor records and exception rules.
- Routes each item by cost, well type and authority threshold, tracking deadlines and stalls.
- Approvers act from a task queue; leads see what is in progress, overdue or waiting.
What It Removes
- Approvals lost in email and shared drives
- Chasing an approver who never saw the request
- Undocumented decisions with no audit trail
Input Data RequirementsAFE documents and line items, budget authorization matrices, approved vendor list with W-9 and banking, rate contracts, exception handling rules
Output FormatRouted approval tasks, deadline and escalation alerts, exception resolution records, complete audit trail, cycle-time and exception trend metrics
“Every AFE now has a path and a deadline, so I know who is holding it rather than guessing which inbox it sat in.”