SECURE REQUEST INTAKE · Workflow idea
Receive a request, confirm it comes from an authorized source, and check that the information needed for the stated purpose is present. Return a clear explanation when something is missing, keep submitted details limited to the intended reviewers, and require a person to assess sensitive requests before any consequential action is taken.
01 / The starting point
A submission from a person or service authorized to make the request
“Confirm the submitter is authorized and the required information is present, then route the request for appropriate review.”
02 / The work
Helps teams check incoming requests consistently and prevent incomplete or unauthorized submissions from being treated as ready.
Keep the original submission and enough context to identify who or what provided it.
Check the submitter against the access rules set by the process owner and route unknown sources for review.
Confirm the fields needed for the task are present and understandable, without inferring missing values.
Prepare a clear request for correction and have a person approve its wording and recipient before returning it.
Route complete submissions to an authorized owner and require human approval before changing records or taking sensitive action.
03 / The result
A valid request with its source and review status visible, or a clear notice that additional information is needed.
Security · Example outcome
A valid request with its source and review status visible, or a clear notice that additional information is needed.
A successful access check does not prove that a request is safe or appropriate. Protect submitted information, use only the details needed for the task, and require an authorized person to review sensitive or consequential requests before acting on them.
04 / Make it yours
A few choices shape the work around your team.
Specify the people and services permitted to submit each type of request and how exceptions are reviewed.
List the details needed for the task and decide how missing, conflicting, or unclear information is handled.
Limit access to appropriate reviewers and avoid collecting or retaining information that is not needed.
Name who reviews sensitive submissions and who approves record changes, external messages, and other consequential actions.