Operational workflow playbooks
Practical guides to triage, approvals, plugin actions, and audit trails. Start with the work your team needs to control.
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
An immutable payment file is not enough for legal discovery. What workflow context an audit trail has to carry alongside it.
Four-Eyes Principle, Maker-Checker, and Segregation of Duties: What Actually Differs
Four-eyes, maker-checker, dual control, and segregation of duties are related but distinct. What changes in workflow design for each.
Governance, Rollback, and the Implementation Order That Works for KYC and Reconciliation
Governance, rollback, and the implementation order that works when adding AI to KYC and reconciliation case handling.
Architecture, Monitoring, and Where Self-Tuning Belongs in KYC and Reconciliation
How to architect and monitor AI case management for KYC and reconciliation, including where self-tuning belongs and where it does not.
AI Case Management for KYC and Reconciliation Starts With the Case, Not the Model
AI case management for KYC and reconciliation starts with the workflow, not the model. What to fix before adding intelligence.
Audit Logging for Compliance Operations
What compliance operations teams should record in an audit log so a reviewer can reconstruct a decision without asking anyone.
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 ti...
Authorization Logic Audit for Case Management
Audit authorization logic with a free role-action matrix tester. Check refund thresholds, independent review, missing rules, and export reusable test cases.
What Is a Plugin Action?
A plugin action runs on an external system from inside the ticket with role checks, governed approvals, and immutable audit logging.
How Four AI Governance Frameworks Handle Approval vs. Runtime Evidence
How the EU AI Act, ISO 42001, and NIST AI RMF treat approval evidence, and where runtime evidence fills the gap they leave.
Governance-First Approval Systems for AI: What They Prove, What They Miss, and Where Runtime Evidence Fills the Gap
What governance-first approval systems for AI prove, what they miss, and where runtime evidence closes the remaining gap.
Start with one workflow
Follow a request through triage, review, and a plugin action. See the record that each step leaves behind.