#10031 Add AI-assisted policy evaluation backend to Expense Agent

Pull request · merged into main (BC30) on 2026-08-21 by encimita · 54 files (+4067 -15), 46 AL · feature · tier official · reviewed (checked by Opus)

What changed

New Expense Policy Evaluation table stores one immutable result per subject version and policy version, including the policy snapshot, reason, verdict and timestamp
Expense report lines show a policy status: No Policies, Not Evaluated, Needs Recheck, Flagged or Cleared; currency is derived lazily from versions
New APIs for policies, policy evaluations, policies to evaluate, posted evaluations and an approval with policy override
API entities renamed from policy flags to policy evaluations, and flaggedAt is renamed to evaluatedAt
Approval checks policy currency when Evaluate Policies is enabled; posting copies only current evaluations to the posted table
Breaking: existing extensions can stop compiling or working.

AL objects touched

Page 6909 “Exp. Report Line Particip. API”, ExpenseAgent: modified
Page 6915 “Exp. Report Line Per Diem API”, ExpenseAgent: modified
Page 7104 “Expense Policies API”, ExpenseAgent: added
Page 7126 “Expense Policy Evaluations API”, ExpenseAgent: added
Page 6905 “Expense Report Line Item API”, ExpenseAgent: modified
Page 6929 “Expense Report Lines API”, ExpenseAgent: modified
Page 6928 “Expense Reports API”, ExpenseAgent: modified
Page 7108 “Exp. Policies To Eval API”, ExpenseAgent: added
Codeunit 7107 “Exp. Policies To Eval Builder”, ExpenseAgent: added
Table 7106 “Exp. Policy To Eval Buffer”, ExpenseAgent: added
Page 6913 “Posted Exp. Report Lines API”, ExpenseAgent: modified
Page 7105 “Posted Policy Evaluations API”, ExpenseAgent: added
Codeunit 6901 “Expense Report Approval Mgmt”, ExpenseAgent: modified
Codeunit 6906 “Expense Capabilities Provider”, ExpenseAgent: modified
Enum 6984 “Expense Capability”, ExpenseAgent: modified
Enum 6989 “Expense Policy Status”, ExpenseAgent: added
Enum 6990 “Expense Policy Subject”, ExpenseAgent: added
Page 7125 “Expense Policy Evaluation Card”, ExpenseAgent: added
Page 7124 “Expense Policy Evaluations”, ExpenseAgent: added
Page 7109 “Posted Exp. Policy Evaluations”, ExpenseAgent: added
Page 7106 “Posted Policy Evaluation Card”, ExpenseAgent: added
Table 7096 “Expense Policy Evaluation”, ExpenseAgent: added
Table 7105 “Posted Exp. Policy Evaluation”, ExpenseAgent: added
Codeunit 6987 “Expense Report-Post”, ExpenseAgent: modified
Codeunit 6984 “Release Exp. Report Document”, ExpenseAgent: modified
Page 6999 “Expense Report SubPage”, ExpenseAgent: modified
Page 6993 “Posted Expense Report SubP.”, ExpenseAgent: modified
Table 6906 “Expense Report Header”, ExpenseAgent: modified
Table 6907 “Expense Report Line”, ExpenseAgent: modified
Table 6911 “Expense Report Line Item”, ExpenseAgent: modified
Table 6908 “Expense Report Line Particip.”, ExpenseAgent: modified
Table 6909 “Expense Report Line Per Diem”, ExpenseAgent: modified
Table 6916 “Posted Expense Report Line”, ExpenseAgent: modified
Page 6945 “Expense Category Card”, ExpenseAgent: modified
Page 7127 “Expense Policies”, ExpenseAgent: added
Table 7092 “Expense Policy”, ExpenseAgent: added
Permission set 6953 “Expense Agent - Data”, ExpenseAgent: modified
Permission set 6952 “Expense Agent - Objects”, ExpenseAgent: modified
Permission set 6904 “Expense Management - Objects”, ExpenseAgent: modified
Permission set 6905 “Expense Mgmt. Admin”, ExpenseAgent: modified
Permission set 6906 “Expense Mgmt. Edit”, ExpenseAgent: modified
Permission set 6907 “Expense Mgmt. Read”, ExpenseAgent: modified
Codeunit 6950 “Expense Agent Privacy Subs.”, ExpenseAgent: modified
Page 6996 “Expense Agent Setup”, ExpenseAgent: modified
Page 6991 “Expense Agent Setup Wizard”, ExpenseAgent: modified
Table 6930 “Expense Agent Setup”, ExpenseAgent: modified

Context

Work items: AB#626515
Labels: AL: Apps (W1), Team: Integrations
Systems: development
From the description: “Expense Agent needs a backend contract for AI-assisted policy evaluation that records both compliant and non-compliant results.”

Source: metadata of a merged pull request in microsoft/BCApps (bcapps): title, labels, changed paths and counts, with a summary in our words. No source text and no description beyond one short quote (D10, D61).