Operational workflow playbooks
Start with the workflow your team is trying to control: triage, approvals, plugins, or auditability. These posts are meant to move you toward a clearer next step, not just more reading.
Approval Design: Durability, Policy, and Plugins
The configuration underneath an approval gate - durable resume and revalidation, role separation as policy, building gated actions, and the problems still open.
Read article →Approval Design in Practice: One Refund, End to End
A single AI-recommended customer refund moves through a two-person review gate, from recommendation to execution record, on real screens inside Latch.
Building a Latch Plugin That Reads Handwritten Cheques
A Latch plugin that reads handwritten fields from a cheque — payee, amount, cheque number — validates them, and gates credit or reject actions on the result.
Immutable Payment Audit Trails Need Workflow Context
Immutable storage helps, but payments teams also need approval history, event context, and one case record when discovery asks how a decision was made.
Four-Eyes Principle, Maker-Checker, and Segregation of Duties: What Actually Differs
Four-eyes principle, maker-checker, dual control, and segregation of duties are related but not identical. Here is what changes in workflow design and audita...
Governance, Rollback, and the Implementation Order That Works for KYC and Reconciliation
Governance framework, rollback discipline, stage-gated implementation roadmap, operational risk controls, and KPI design for AI-enabled KYC and reconciliatio...
Architecture, Monitoring, and Where Self-Tuning Belongs in KYC and Reconciliation
Architecture for AI-assisted KYC and reconciliation casework: orchestration and adaptation separation, concrete monitoring metrics, an audit trail spec that ...
AI Case Management for KYC and Reconciliation Starts With the Case, Not the Model
AI-enabled case management for KYC and reconciliation exceptions starts with the case record, evidence provenance, and controls. Not model selection.
Audit Logging for Compliance Operations
Compliance audit logging works best when it captures origin, authority, blocked paths, exception handling, and action outcomes inside the operational case re...
What Is New in Latch: April and May 2026
A customer-facing product update on recent Latch improvements across ticket queues, SLA visibility, ticket filtering, governed API access, and operational ca...
Authorization Logic Audits for Case Management
Case management authorization should support flexible rules, numeric thresholds, and audit-ready evidence on every sensitive action.
What Is a Plugin Action?
A plugin action runs on an external system from inside the case with role checks, governed approvals, and immutable audit logging.
Map the workflow your team actually needs
Choose the use case, control model, or workflow that matches the pressure your team already feels.