Business logic: rules, states and permissions

Define the allowed actions

Business logic describes what a system allows people and software to do with data. Which fields must an order contain? Who may approve it? Which state allows work to begin? Agree these questions with the process owner before implementation, so screens and integrations apply consistent decisions.

For defined inputs and the same relevant state, rules should produce a predictable result. An order missing a required document might be saved as a draft but withheld from the delivery team. That is a possible design choice; your process determines the actual restriction.

Apply checks on the server

Form guidance helps an employee, but requests from a CRM, mobile app and automation also need validation. The server provides a place to check permissions, current record state and whether a change is allowed.

Separate format checks, business conditions and permission to act. A correctly formatted date does not mean the deadline was agreed. Seeing a button does not establish the right to approve an order.

Walk through a transition

Consider this workflow: an employee creates a draft, AI proposes values from a document, and a person corrects disputed fields. Rules check completeness before approval. A background worker sends the approved data to the next system.

Describe exceptions too: a document changes after review, two employees edit the same record, or an external service rejects delivery. Each case needs a visible state and a clear next action. An actionable explanation helps the employee continue work; a technical error alone is insufficient.

Turn agreed rules into a system

Start with a table of states, owners and allowed transitions. Explore internal systems, CRM integrations and the Dent-Picks project. Describe your process and exceptions to discuss implementation.