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FeaturesDepositClearUpdated March 13, 2026

AI Deduction Assessment Auto-Trigger on Check-Out Report Finalisation

AI Deduction Assessment Auto-Trigger on Check-Out Report Finalisation

Available from: v0.1.278

Overview

When a check-out report is finalised, the platform automatically kicks off an AI deduction assessment without any manual intervention. By the time an agent opens the deductions page, AI-generated recommendations are already waiting for them.

How It Works

The workflow is event-driven and fires on the check_out_report.finalised event.

Step-by-step flow

  1. Check-out report is finalised — a report moves from draft to finalised status.
  2. Guard check — the system looks up whether an aiDeductionAssessments record already exists for the associated depositRelease.
    • If one already exists, the workflow stops — no duplicate assessment is created.
    • If none exists, the workflow continues.
  3. Assessment row created — a new aiDeductionAssessments record is inserted with a pending status, linked to the relevant depositRelease.
  4. AI job dispatched — the AI assessment job is fired immediately and begins processing the check-out report data.
  5. Recommendations ready — by the time the agent arrives at the deductions page, the assessment results are populated and available for review.

Entities Involved

EntityRole
checkOutReportsSource of the finalisation event that triggers the workflow
depositReleasesLinks the check-out report to the deposit being assessed
aiDeductionAssessmentsCreated (if absent) to store the AI-generated deduction recommendations

Deduplication Behaviour

The auto-trigger includes a built-in guard to prevent duplicate assessments. If an aiDeductionAssessments record already exists for a given depositRelease at the point of finalisation, the workflow exits without creating a new one or firing a redundant job.

This ensures that:

  • Manually triggered assessments are not overwritten.
  • Re-finalisation of a report (if it occurs) does not produce duplicate records.

Agent Experience

Agents do not need to take any action to initiate an AI assessment. The process is fully automatic:

  1. Finalise the check-out report.
  2. Navigate to the deductions page for the associated deposit release.
  3. AI-generated deduction recommendations will already be present.

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