INFORMATION & OPERATIONS
Useful systems. Clear responsibilities.
Review information handling, access, records, updates and failure response before integrating AI and data foundations into business operations.
Explore the review ↓01 / Define the information and its purpose
Distinguish public information, confidential business records and personal data. Identify what is needed at input, storage, retrieval and output. Determine handling rules against internal policies and the selected services’ contracts and specifications.
- Information categories and permitted purposes
- Differences between sample sharing and production handling
- Storage, retention, deletion and external transmission conditions
02 / Align permissions across the workflow
Access to an application does not imply access to every document. Define role, team and document boundaries, then check retrieval, answers, source links and logs for unintended access.
- Separate user, administrator and operator permissions
- Permission changes after role changes, departure or revoked sharing
- Acceptance tests using identities with different access
03 / Make evidence and exceptions reviewable
Whether an AI output can trigger a consequential action depends on the workflow. Make source evidence, results and human corrections traceable, and define handling for missing evidence or failed registration.
- How to inspect sources and their update state
- Actions requiring approval, rework and manual fallback
- Retry conditions after duplicates or integration failures
04 / Define records and who can access them
Records should support investigation without becoming an unrestricted store of sensitive inputs. Define their purpose, contents, retention, access and deletion.
- Necessary records such as time, target and outcome
- Conditions for masking or excluding sensitive values
- Owners, retention and investigation access procedures
05 / Prepare for changes and failures
Changes to documents, settings, models or connected services may change outcomes. Retain evaluation cases and define change review, incident reporting, pause criteria and rollback.
- Evaluation cases and reviewers for before-and-after comparison
- Escalation channels for anomalies, questions and incidents
- Roles for recovery, rollback and user communication
06 / Agree on review responsibilities
Required controls depend on the organization and workflow. These are design review topics, not claims of certification or legal compliance. Confirm applicable policies and acceptance criteria with IT, security, business and, where needed, legal reviewers.
- Internal policies, review questionnaires and environment constraints
- Responsibilities assigned to For f and internal owners
- Validation checks and decisions required before production
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