What is Exception-Based Processing?

Exception-based processing is a workflow automation model where only problematic or non-standard transactions are flagged for human review. All other transactions that meet predefined criteria flow through automatically, without manual intervention.

In order management, procurement, and quote-to-cash processes, this approach allows companies to scale operations efficiently by focusing human effort only where it’s truly needed—on exceptions.

Why It Matters

Traditional order entry workflows require CSRs or procurement staff to review every incoming document, regardless of whether it's perfect or problematic. This leads to inefficiencies, slower turnaround times, and missed growth opportunities due to capacity limits.

Exception-based processing flips that model. It assumes all incoming data is valid—unless it fails a validation rule. As a result, teams can:

• Increase order throughput without adding headcount
• Respond faster to genuine issues
• Improve customer satisfaction and retention
• Reduce burnout and manual errors

How Conexiom Enables Exception-Based Processing

Conexiom’s platform is purpose-built to support exception-based processing in sales order automation, requisition handling, and more. It uses self-learning AI and rule-based validation to ensure that clean transactions move forward automatically, while exceptions are flagged for targeted human intervention.

Key features include:

• AI-powered data extraction with 95%+ accuracy
• Business rule validations for pricing, item numbers, delivery instructions, and more
• 87% touchless processing rate, allowing staff to focus only on flagged issues
• Automated root cause correction to reduce recurring exceptions over time
• Seamless integration into existing systems without requiring customers to change how they send orders

Real-World Impact

By shifting from manual review of every order to an exception-based model, Conexiom customers report:

• 50 percent fewer errors
• 2X CSR capacity
• 25 percent faster order cycles
• Higher on-time fulfillment and customer satisfaction

Exception-based processing isn’t just a workflow improvement—it’s a scalable foundation for digital transformation.