Decision inputs
Facts that change the policy answer
Within finance and procurement, this request uses approved financial statements and accounting notes to produce a plain-language management summary. Both belong in the submission before any policy route is trusted.
- 1Task and owner
- Finance manager wants to summarise financial statements. Responsibility for a plain-language management summary stays with a named person or team throughout the request.
- 2Information involved
- Approved financial statements and accounting notes. Account for every route by which the tool receives the material, including plug-ins and linked storage.
- 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 plain-language management summary. Follow the result to its real endpoint so the request captures its practical effect.
- 5Consequence if it is wrong
- The summary may omit qualifications or misstate accounting results. The policy route should reflect this possible harm instead of relying on how ordinary the task sounds.
- 6Human review
- finance reporting owner should inspect, change, reject or stop the result. The reviewer needs the source material and must be able to reject the output before it takes effect.
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 request may fit ordinary policy handling once the exact account is approved, only the minimum confidential financial information is used, a plain-language management summary remains within the stated purpose, and finance reporting owner reviews it before use.
Approval may be required
A named reviewer should take over when the account or data handling is uncertain, the summary may omit qualifications or misstate accounting results, or a plain-language management summary reaches people or systems beyond the requester’s authority.
The request may need to stop or change
The company may need a safer design when restricted information would enter an unapproved service, the output would act before finance reporting owner can intervene, or reconcile every figure and retain material notes and qualifications cannot be maintained. Consider less information, a controlled account or a non-AI process.
Request checklist
Questions to ask before using the tool
- 01
Has the company approved this account configuration for summarise financial statements, rather than only approving the product?
- 02
Does the proposed input include more of approved financial statements and accounting notes than the result actually requires?
- 03
Could someone treat a plain-language management summary as final even though it was generated as assistance?
- 04
Will finance reporting owner review before the result is sent, published or acted upon?
- 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
- finance manager
- task
- Use AI to summarise financial statements.
- information
- approved financial statements and accounting notes
- tool
- An approved company account
- frequency
- Recurring work
- region
- Where the work and affected people are located
- purpose
- Analyse
- impact
- Management reporting
- review
- Complete human review
- owner
- finance reporting owner
Useful safeguards
Controls that fit this request
- ✓
Reconcile every figure and retain material notes and qualifications
- ✓
Separate source material from the request record and expose only what the tool needs for a plain-language management summary.
- ✓
Keep the use within analyse and run another check if the audience, tool or intended effect changes.
- ✓
Record the request and reviewer without copying unnecessary parts of approved financial statements and accounting notes into the audit trail.
Questions people ask
About this AI use
Is using AI to summarise financial statements 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.
When is the request detailed enough to decide?
Describe a plain-language management summary, identify approved financial statements and accounting notes, name the exact tool and account, explain who will receive or rely on the output, and state how finance reporting owner will review it.
Which evidence makes the answer reproducible?
Record the request and reviewer without copying unnecessary parts of approved financial statements and accounting notes into the audit trail. A classification and controlled reference may be enough when copying approved financial statements and accounting notes would create unnecessary risk.