01Map One Terminal Process and Its ControlsChoose a bounded workflow such as nomination intake or receipt reconciliation. Identify its source records, decision owner, required fields, exception thresholds and actions that must remain under human control.
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02Configure Data Access and ValidationAssess available exports, document feeds and interfaces before selecting a connection method. Define customer, product, tank and movement identifiers, including units, timestamps and measurement bases.
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03Test Against Representative ExceptionsUse approved historical or test records to check duplicate nominations, revised quantities, missing tickets and conflicting statuses. Confirm routing, permissions and reviewer sign-off before enabling live processing.
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04Launch With Reviewable Performance MeasuresStart with an agreed scope and monitor queue age, matching rates, correction rates and response times. Keep an activity history and require authorized personnel to approve safety, quality, credit, tax and other high-stakes decisions.