@joellewis/workflow-automation

Design and implement workflow automation with task routing approval chains and SLA monitoring for securities operations. Use when building a new operational workflow for account opening maintenance transfers or corporate actions, implementing task routing logic based on type priority or capacity, designing multi-level approval chains with dollar thresholds and delegation of authority, defining escalation rules for aging work items approaching SLA breach, selecting a workflow engine or BPM platform like Camunda Pega or ServiceNow, modeling an operational process as a state machine with defined transitions, adding audit trail and logging for SEC Rule 17a-3 or FINRA supervisory obligations, migrating from email-and-spreadsheet tracking to a structured workflow system, or measuring cycle time throughput queue depth and rework rate.