Decision inputs
Facts that change the policy answer
The request sits in research and analytics and connects public reports, pricing and market datasets with a market trend summary. That context distinguishes it from a generic permission to use AI.
- 1Task and owner
- Market analyst wants to analyse public market data. Responsibility for a market trend summary stays with a named person or team throughout the request.
- 2Information involved
- Public reports, pricing and market datasets. Include attachments and connected sources when deciding the highest information classification.
- 3Tool and account
- An approved company account. Confirm the approved account, retention setting and any connected service before the request begins.
- 4Intended result
- The expected result is a market trend summary. State whether another person will see it, rely on it or receive an action produced from it.
- 5Consequence if it is wrong
- Stale or incomparable sources can create a confident but false trend. Use this consequence to distinguish a routine request from one needing specialist approval.
- 6Human review
- market insights lead should inspect, change, reject or stop the result. Review is meaningful only when that person has enough context and authority to change the result.
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
A routine route is easier to justify when the exact account is approved, only the minimum public information is used, a market trend summary remains within the stated purpose, and market insights lead reviews it before use.
Approval may be required
Pause the ordinary route whenever the account or data handling is uncertain, stale or incomparable sources can create a confident but false trend, or a market trend summary reaches people or systems beyond the requester’s authority.
The request may need to stop or change
The proposed use should pause if restricted information would enter an unapproved service, the output would act before market insights lead can intervene, or record source dates and definitions and reproduce key calculations cannot be maintained. Consider less information, a controlled account or a non-AI process.
Request checklist
Questions to ask before using the tool
- 01
Is the exact account approved for analyse public market data, including its plug-ins and connected sources?
- 02
What is the most sensitive element in public reports, pricing and market datasets, and does the tool need it?
- 03
Could someone treat a market trend summary as final even though it was generated as assistance?
- 04
Who replaces market insights lead when the request falls outside ordinary expertise?
- 05
Does the intended use extend beyond the region and audience covered by the current policy?
Worked request
What the employee should submit
This example supplies decision facts without pasting the underlying material into the approval record.
- requester
- market analyst
- task
- Use AI to analyse public market data.
- information
- public reports, pricing and market datasets
- tool
- An approved company account
- frequency
- Recurring work
- region
- Where the work and affected people are located
- purpose
- Analyse
- impact
- Internal work
- review
- Complete human review
- owner
- market insights lead
Useful safeguards
Controls that fit this request
- ✓
Record source dates and definitions and reproduce key calculations
- ✓
Reduce public reports, pricing and market datasets to the smallest useful extract and remove fields unrelated to a market trend summary.
- ✓
Write the boundary around a market trend summary clearly so later users do not expand the approval by assumption.
- ✓
Link the completed check to the applicable policy version and append later reassessments separately.
Questions people ask
About this AI use
Is using AI to analyse public market data automatically allowed?
The task name cannot settle the answer. Apply the company’s published rules to public reports, pricing and market datasets, the exact account, a market trend summary, its audience and the proposed review.
When is the request detailed enough to decide?
Describe a market trend summary, identify public reports, pricing and market datasets, name the exact tool and account, explain who will receive or rely on the output, and state how market insights lead will review it.
What belongs in the completed policy record?
Link the completed check to the applicable policy version and append later reassessments separately. A classification and controlled reference may be enough when copying public reports, pricing and market datasets would create unnecessary risk.