Operational workflow playbooks
Practical guides to triage, approvals, plugin actions, and audit trails. Start with the work your team needs to control.
What an AI Agent's Token Can Reach
Connect an AI agent to a case system through scoped tools, a central authorization gate, and a request-then-approve default for high-impact actions.
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.
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 cheque OCR plugin design review: historical enrichment, current action contracts, operator verification, independent approval and returned results.
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.
Start with one workflow
Follow a request through triage, review, and a plugin action. See the record that each step leaves behind.