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Practice cases
Finance OperationsIntermediate

Prevent the Wrong-Account Payment

Redesign the action boundary to prevent wrong-account payment while preserving a legitimate supplier-change route.

19 minutes

Scenario

Keystone Services uses an AI assistant to draft supplier-payment instructions. Two drafts used old bank details from attachments instead of the verified supplier master.

Your role
Finance-process owner
Method
Mistake Proofing

Evidence pack

e1

Source

The assistant can read email, attachments and the supplier master.

e2

Interface

Amount and narrative are prominent; destination is collapsed by default.

e3

Permission

One service account drafts and submits payment instructions.

e4

Duplicates

A retry after timeout can create a second pending instruction.

e5

Changes

About 2% of suppliers legitimately request bank-detail changes monthly.

e6

Current control

Reviewers see a warning: Check all payment details before approval.

e7

Recovery

Pending instructions can be cancelled for fifteen minutes; this is not shown in the review screen.

e8

Audit

The log records final submission but not source, validation or override evidence.

Constraints

  • The assistant may not modify the supplier master.
  • Bank-detail changes require independent verification by an authorised role.
  • The design must support urgent but legitimate payments without informal bypass.

Case steps

Work through each prompt using the evidence pack. Answers and rubric weights stay protected in the interactive flow.

1
Structured

Define intended condition, mistake, defect and effect using e1-e8.

2
Open Response

Design two prevention mechanisms stronger than the current warning.

3
Open Response

Design an accountable bank-change exception route and a safe recovery path.

4
Open Response

Define boundary tests and measures for the redesigned control.