Workflow patterns

Operational Solution Portfolio

Reusable business-flow patterns, industry profiles, and foundations for designing bounded enterprise AI workflow automation.

This portfolio shows how the guide's controls and architecture become business-facing systems. Start with a recurring business flow, apply an industry profile where useful, and then select the horizontal foundations required by the target environment.

The portfolio has four different kinds of material. They are intentionally not interchangeable.

Layer Question it answers Maturity
Business-flow patterns What decision and operating loop are we improving? Reusable design patterns
Vertical profiles How do domain objects, evidence, authority, risk, and operating measures change in this industry? Worked design profiles
Foundation accelerators Which shared platform boundary is the dominant delivery risk? Horizontal design accelerators
Executable examples Which specific software invariants are demonstrated locally? Teaching implementations and regression evidence

None of these artifacts is a deployable product, a certification, or release evidence. A customer or internal deployment still needs an observed workflow, target-specific policies and integrations, representative evaluation, an owned release, adoption evidence, and an exercised handoff.

Start with the business flow

Choose the pattern that best describes the operational decision—not the model, vendor, or source system.

Business flow Use it when Smallest useful result Executable proof
Exception to resolution A transaction, request, or record cannot continue on the normal path One exception is resolved or safely escalated with current evidence and verified state Invoice exception
Signal to investigation A signal must become an evidence-backed case disposition One signal is triaged into a persistent case with bounded evidence and named review
Risk to prioritized action Limited human capacity must focus on the most consequential work One eligible item is ranked, policy-routed, reviewed, and measured Shipment-risk triage
Request to activation A customer, user, service, or resource must become safely usable One request reaches an independently accepted first outcome

Add an industry profile

Industry profiles adapt the same flows to domain language, evidence, authority, and operating constraints. They do not replace local legal, privacy, security, clinical, financial, safety, or compliance review.

Profile Primary flow composition Worked decision
Healthcare access coordination Request to activation + exception to resolution Move a referral or authorization case toward the next administratively valid state without making a clinical or coverage decision
Financial-services investigation Signal to investigation + exception to resolution Assemble an evidence-backed case for an authorized investigator while preserving confidentiality and human disposition authority
Industrial operations response Risk to prioritized action + exception to resolution Prioritize an asset or supply disruption for an authorized operator without allowing a score or model to control equipment

Select the horizontal foundation

Use one primary accelerator for the dominant technical failure boundary. Add another only when the approved slice genuinely crosses that boundary.

Dominant delivery risk Accelerator Smallest useful slice
Enterprise access, tenant isolation, monetization, or activation Enterprise foundation One tenant lifecycle from identity setup to accepted use and reconciled usage
Third-party systems, webhooks, connector reliability, or credential boundaries Integration runtime One verified inbound event and one duplicate-safe, reconciled outbound action
Sensitive knowledge, permission-aware retrieval, citations, or minimization Secure AI workload One read-only evidence path with current access, minimization, citations, and escalation
Repeatable deployment, adoption and SLO evidence, incident recovery, or public proof Deployment and operations One admitted environment, canary, rollback exercise, operating view, and evidence packet

Composition method

accepted outcome and verifier
  -> business-flow pattern
  -> industry profile and domain model
  -> horizontal foundation boundaries
  -> smallest sufficient intelligence per decision
  -> operator surface and controlled actions
  -> target-specific evaluation, release, adoption, and operation
  1. Qualify the workflow and value case through Discovery and Value.
  2. Select one business-flow pattern by its trigger, decision, action, and accepted outcome.
  3. Apply an industry profile only where it adds concrete domain objects, policies, risks, or operating evidence.
  4. Select the primary horizontal accelerator by its dominant failure boundary.
  5. Copy and complete the linked canonical templates in the delivery repository.
  6. Implement the smallest vertical slice with representative data, final identity and action boundaries, a persistent user surface, and measurable outcome evidence.
  7. Evaluate and release the exact target bundle; transfer it to a named service owner.

Do not combine every pattern, profile, and accelerator by default. A useful solution is a narrow operational loop, not a diagram containing the entire enterprise.

Twelve-project coverage

Twelve common FDE project archetypes are mapped to the four horizontal foundations. The business-flow and vertical layers show how those foundations participate in an actual operating decision.

Project ID Common project Primary accelerator Why it belongs there
P01 Multi-tenant SaaS platform Enterprise foundation Tenant identity, isolation, entitlements, usage, and lifecycle are one control surface.
P02 Enterprise SSO integration Enterprise foundation Authentication, provisioning, request-time authorization, and deprovisioning must remain coherent.
P03 Customer connector pack Integration runtime Connectors need shared credential, tenancy, delivery, recovery, and versioning services.
P04 Secure customer RAG system Secure AI workload Permission-aware retrieval, evidence, data minimization, and evaluation form one decision path.
P05 Customer health dashboard Deployment and operations Adoption, value, reliability, cost, and support signals belong in one operating view.
P06 Webhook integration engine Integration runtime Signature checks, durable receipt, duplicate safety, retries, and replay are runtime primitives.
P07 One-click customer deployment Deployment and operations Provisioning is a controlled release pipeline with admission, verification, rollback, and ownership.
P08 PII redaction middleware Secure AI workload Classification and minimization must span ingestion, retrieval, model context, output, and telemetry.
P09 Incident response system Deployment and operations Detection, containment, readback, recovery, communication, and regression are one service capability.
P10 Usage metering and billing Enterprise foundation Tenant entitlements, stable usage events, aggregation, rating, and reconciliation must agree.
P11 Customer onboarding automation Enterprise foundation Identity setup, configuration, activation, and time-to-first-value share the tenant lifecycle.
P12 Public deployment case study Deployment and operations A publishable case is a redacted evidence product derived from operated results, not marketing added at the end.

These projects demonstrate design and verification skill; they do not guarantee employment or substitute for customer-specific review.