Decision inputs
Facts that change the policy answer
The request sits in finance and procurement and connects approved reporting pack, forecasts and material risks with a board-level financial narrative. That context distinguishes it from a generic permission to use AI.
- 1Task and owner
- Chief financial officer wants to draft a board financial report. Name who owns the finished a board-level financial narrative; ownership should not disappear because AI helped produce it.
- 2Information involved
- Approved reporting pack, forecasts and material risks. Look beyond pasted text: files, integrations and retrieval connections can expose the same material.
- 3Tool and account
- An approved company account. Treat a new plug-in or connector as a change to the approved setup.
- 4Intended result
- The expected result is a board-level financial narrative. The policy needs to know what happens after generation, including publication, communication and automated use.
- 5Consequence if it is wrong
- Confidential figures, uncertainty and material risks may be misstated. The policy route should reflect this possible harm instead of relying on how ordinary the task sounds.
- 6Human review
- chief financial officer and report owners should inspect, change, reject or stop the result. Make the review happen before reliance and give the reviewer a real way to stop the work.
Possible policy routes
The task name alone cannot decide it.
A published workplace policy can return different answers for the same task. These are the practical branches worth encoding.
A routine policy route may be possible
The lower-friction route begins when the exact account is approved, only the minimum highly confidential financial information is used, a board-level financial narrative remains within the stated purpose, and chief financial officer and report owners reviews it before use.
Approval may be required
Send the request for approval if the account or data handling is uncertain, confidential figures, uncertainty and material risks may be misstated, or a board-level financial narrative reaches people or systems beyond the requester’s authority.
The request may need to stop or change
The policy may require another method where restricted information would enter an unapproved service, the output would act before chief financial officer and report owners can intervene, or reconcile figures and preserve assumptions, caveats and owner-approved language cannot be maintained. Consider less information, a controlled account or a non-AI process.
Request checklist
Questions to ask before using the tool
- 01
Does the selected account retain or reuse anything supplied while trying to draft a board financial report?
- 02
Can any personal, sensitive, confidential or secret part of approved reporting pack, forecasts and material risks be removed?
- 03
Does a board-level financial narrative create an external statement, a decision or an automated action?
- 04
Who replaces chief financial officer and report owners when the request falls outside ordinary expertise?
- 05
When must the employee stop and run the policy check again?
Worked request
What the employee should submit
This example supplies decision facts without pasting the underlying material into the approval record.
- requester
- chief financial officer
- task
- Use AI to draft a board financial report.
- information
- approved reporting pack, forecasts and material risks
- tool
- An approved company account
- frequency
- Recurring work
- region
- Where the work and affected people are located
- purpose
- Draft or analyse
- impact
- Board reporting
- review
- Complete human review
- owner
- chief financial officer and report owners
Useful safeguards
Controls that fit this request
- ✓
Reconcile figures and preserve assumptions, caveats and owner-approved language
- ✓
Start with a de-identified sample of approved reporting pack, forecasts and material risks before considering broader access.
- ✓
Reassess the request whenever its tool, information classification, frequency or consequence changes.
- ✓
Preserve who accepted a board-level financial narrative, when they did so and which rule version they applied.
Questions people ask
About this AI use
Is using AI to draft a board financial report automatically allowed?
The company policy supplies the answer after it receives the real tool, data, purpose, impact and review plan. This page only prepares those facts.
How specific should the workplace AI request be?
Describe a board-level financial narrative, identify approved reporting pack, forecasts and material risks, name the exact tool and account, explain who will receive or rely on the output, and state how chief financial officer and report owners will review it.
What belongs in the completed policy record?
Preserve who accepted a board-level financial narrative, when they did so and which rule version they applied. A classification and controlled reference may be enough when copying approved reporting pack, forecasts and material risks would create unnecessary risk.