Technical Capabilities · Agents & Automation

Exception Routing

Our automation layer separates routine execution from cases that require a different level of reasoning, authority, or review.

The boundary

The default path should not force every normal event through a senior human. At the same time, an automated workflow should not continue blindly when the state falls outside its expected operating envelope. Exception routing provides that boundary.

Routing dimensions

An exception can be evaluated against severity, uncertainty, economic impact, and permissions. Those dimensions can produce materially different destinations.

Exception → severity + uncertainty + impact + permissions
  • Specialist agent
  • Manager
  • Human reviewer
  • Compliance
  • Owner

The destination is part of the workflow design. A low-value ambiguity may warrant another automated review. A high-value action with weak evidence may require human approval. A permissions conflict may terminate the workflow regardless of model confidence.

Exception state

An exception should preserve enough context for the next reviewer to understand why it was routed. That can include the triggering condition, relevant evidence, current system state, unresolved uncertainty, prior automated steps, and the action that would otherwise have occurred.

This prevents escalation from becoming “something went wrong, please investigate from the beginning.” The system should carry forward the work already completed.

Why routing matters

Without exception routing, automation tends toward one of two failure modes:

  1. Over-automation, where abnormal states continue through workflows that were designed for routine cases
  2. Under-automation, where humans remain responsible for reviewing everything because the system cannot distinguish ordinary work from consequential exceptions

Our objective is controlled asymmetry: routine work flows automatically; unusual or consequential states move to the level of review appropriate to their risk. That allows automation to remove routine checking without removing human authority where it still matters.

Escalation should be selective

Routing every uncertainty upward defeats the purpose of the automation layer.

A workflow can distinguish between uncertainty that can be resolved computationally and uncertainty that changes the risk of acting. The first category can trigger additional retrieval, deterministic checks, or another specialist path. The second can cross an approval or human-review boundary. This distinction lets the system spend more computation on difficult cases without spending more human attention on every difficult case.

Exception routing also creates an observable operating metric: which workflows generate exceptions, why they generate them, and where those exceptions ultimately go. A rising exception rate can indicate model drift, source-data problems, a broken integration, or a business process that has changed beyond the assumptions encoded in the workflow.