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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. These guided cases support self-directed practice; server-scored attempts are not available yet.

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.