OCTO Check+Act:
For optimized human process participation and control
Combine the speed of automation with
human expertise for most productive results
Request a demo Experience OCTO
Highly effective processes smartly pair machines with humans –
Machines accelerate, humans steer.
Check+Act provides configurable workspaces for reviewing information, accessing documents, correcting data, resolving exceptions and making decisions—all within the same end-to-end OCTO process.
Automate routine work while routing only the cases, decisions and exceptions that genuinely need human expertise.
Human participation can be introduced wherever judgment, validation or accountability is required:
- Information is incomplete, inconsistent or below the required confidence level.
- Case data conflicts with information held in another system.
- A business rule requires review or approval.
- An email, document or other AI-generated output must be evaluated.
- Specialist medical, legal, financial or technical expertise is required.
- A knowledge worker needs to investigate or interpret the complete case.
- Random sampling or mandatory supervisory checks are required.
Optimal automation leaves more room for critical thinking.
OCTO takes the robot out of the human!
Business almost always demands 100% correct information for a case to proceed. OCTO automates the repetitive work of gathering and validating documents, data, and context. People are able to focus on what really matters: applying their expertise, making informed decisions and moving the case forward.
Check+Act is OCTO’s ergonomic human workspace — for people to excel at their particular strengths.
Check+Act: the right human interface for every task.
Define fields, documents, context and actions you need —
and configure Check+Act within a few hours into a robust, user-friendly workspace.
Check+Act functionality may be easily integrated in any OCTO process application or Accelerator.
Built quickly
Create role-specific User Interfaces without the lengthy development cycle.
Flexible data presentation
Display, capture and update data using configurable, multilingual layouts.
Documents in context
Review source documents and complete dossiers alongside the associated process data.
Structured dossier navigation
Move easily through multi-document cases using an intuitive thumbnail view.
Role-based controls
Determine which users can view, enter, correct, approve, or act on individual fields and cases.
Complete auditability
Record every review, correction, and decision, including changes made at individual-field level.
Combine Check+Act with AutoApproveBot
to drive optimal automation rates
OCTO evaluates each case using confidence thresholds, business rules, database checks, risk indicators, approval requirements, AI analysis and sampling policies.
Routine work continues automatically. Cases requiring validation, expertise or a decision are routed to the appropriate Check+Act workspace.
The AutoApproveBot activity provides one configurable way to apply this decision logic within a process.
Combine automation speed with human judgment for better outcomes.
See how Check+Act can help you create fast, intuitive and controlled workspaces for human validation, review and decision-making.
Bring us your process. We will show you where automation should continue and where human expertise can add the most value.
Frequently Asked Questions
Check+Act (C+A) is the OCTO functionality used to build configurable workspaces for human tasks — reviewing information, accessing documents, correcting data, making decisions and completing process actions from one interface, built in minutes rather than developed screen by screen.
Human-in-the-loop (HITL) describes a process design where automated steps hand select decisions to a person — for example when data is uncertain, a business rule is triggered, or a case carries significant risk. OCTO combines automation with human-in-the-loop moments through Check+Act, so people focus only on the decisions that need them.
AutoApproveBot evaluates each case against confidence thresholds, business rules, database checks, approval requirements, risk indicators, and sampling criteria such as spot checks. When a case meets one of these conditions, AutoApproveBot opens a Check+Act task and routes it to the correct role. Routine cases continue automatically.
Yes. Check+Act is not a standalone Accelerator — it is an OCTO functionality available across every OCTO Accelerator and custom process application, wherever a person needs to validate, correct, review, approve or decide.
Check+Act workspaces can be configured for operators, approvers, specialists, knowledge workers, and auditors performing spot checks. Each role sees only the data, documents and actions relevant to their task.
Yes. Check+Act records every review, correction, comment and decision — including field-level changes — as part of a complete, continuous process history spanning both automated and human steps.