| name | travel-expense-audit |
| description | Audit travel / 差旅报销 claims against uploaded policy handbooks and rate tables (lodging caps, transport, per diem). Use for 差旅费审核, travel expense review, or lodging over-limit checks.
|
| license | Apache-2.0 |
| allowed-tools | ask_user pdf_reader excel_reader document_parser code_execution excel_generator |
| metadata | {"version":"1.0.0","category":"office","tags":["travel","audit","差旅","报销","expense"]} |
Travel expense audit
Required inputs
- Claim packet (forms, invoices, itinerary)
- Policy / finance handbook (PDF/DOCX) — ask the user to upload if missing
- Rate tables when lodging/transport caps are not in the handbook
Before auditing
Use ask_user alone if any of these are unclear:
- Which handbook version applies
- Whether lodging / meal / transport caps must all be checked
- Output format (marked PDF notes vs Excel findings table)
Workflow
- Extract rule clauses that apply (especially 住宿费超标).
- Normalize claim line items (date, city, amount, category).
- Check each line against caps; list pass/fail with cited rule text.
- Emit a structured findings table; cite managed download URLs.
Learning
When the user points out a missed rule, add it to the skill notes / procedure
so the next audit of the same org includes that check by default.
