1. Establish the accepted operating trigger
The workflow begins only when an authorized source record enters the pilot boundary. Required identity,
plant, date, status, revision, quantity or value, source reference and accountable owner are checked before
downstream work. Incomplete records remain visible with an owner and due action instead of being silently
completed from memory.
2. Apply the effective master and rule
FOUNDRYX connects the transaction to the approved master, definition, unit, revision, route, authority and
tolerance effective for that event. Sensitive changes retain before-and-after values, reason, requester,
reviewer and effective date. Historic records retain the basis used at the time rather than being rewritten
by a later master update.
3. Route the responsible decision
Users see the information relevant to their role and authority. Preparation, review and approval are
separated where policy requires it. A warning can inform a qualified owner, but an automated flag does not
replace technical, quality, financial, HR, privacy, safety, tax or legal judgement.
4. Preserve exceptions and changed instructions
Missing information, delay, partial completion, rejection, amendment, override, cancellation and interface
failure use explicit status and reason codes. The record shows impact, owner, ageing, interim action,
approver and accepted closure evidence. Superseded versions remain available for reconstruction.
5. Reconcile connected records
At the agreed operational or period cutoff, teams compare source, dependent and summary records.
Differences are investigated before a transaction is closed or a KPI is published. Reconciliation includes
failed interfaces, duplicate records, corrections, reopened cases and late evidence, not only successful
transactions.
6. Review performance and improve controls
Managers review trend, ageing, exception concentration and process stability using governed definitions.
Corrective action targets repeated causes and weak controls. Teams revalidate masters, workflows, access and
reports after plant, product, customer, supplier, regulation, organization or system changes.