Decision inputs
Facts that change the policy answer
For this request, business definitions, source tables and reporting needs is the input boundary and proposed KPI formulas and documentation is the output boundary. A useful check makes both explicit.
- 1Task and owner
- Analytics engineer wants to define business KPI calculations. Record the person who will stand behind proposed KPI formulas and documentation after the tool has finished.
- 2Information involved
- Business definitions, source tables and reporting needs. Check uploads, history and connected systems before describing the request as low sensitivity.
- 3Tool and account
- An approved company account. Approval must cover the account and its settings, not merely the product name.
- 4Intended result
- The expected result is proposed KPI formulas and documentation. State whether another person will see it, rely on it or receive an action produced from it.
- 5Consequence if it is wrong
- Small definition differences can change reported performance across teams. Use this consequence to distinguish a routine request from one needing specialist approval.
- 6Human review
- data governance owner 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
The least restrictive path starts only after the exact account is approved, only the minimum internal data definitions is used, proposed KPI formulas and documentation remains within the stated purpose, and data governance owner reviews it before use.
Approval may be required
The request moves beyond routine handling when the account or data handling is uncertain, small definition differences can change reported performance across teams, or proposed KPI formulas and documentation 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 data governance owner can intervene, or approve definitions and test calculations against known examples cannot be maintained. Consider less information, a controlled account or a non-AI process.
Request checklist
Questions to ask before using the tool
- 01
Will define business KPI calculations run inside the approved company environment from start to finish?
- 02
Who is permitted to expose business definitions, source tables and reporting needs to this tool and for this purpose?
- 03
At what point does proposed KPI formulas and documentation move beyond the requester’s private draft?
- 04
Does data governance owner have enough authority and time to stop the result?
- 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
- analytics engineer
- task
- Use AI to define business KPI calculations.
- information
- business definitions, source tables and reporting needs
- tool
- An approved company account
- frequency
- Recurring work
- region
- Where the work and affected people are located
- purpose
- Draft or analyse
- impact
- Business reporting
- review
- Complete human review
- owner
- data governance owner
Useful safeguards
Controls that fit this request
- ✓
Approve definitions and test calculations against known examples
- ✓
Start with a de-identified sample of business definitions, source tables and reporting needs before considering broader access.
- ✓
Treat a new purpose, region, data source or recipient as a new request rather than silently extending this one.
- ✓
Preserve who accepted proposed KPI formulas and documentation, when they did so and which rule version they applied.
Questions people ask
About this AI use
Is using AI to define business KPI calculations automatically allowed?
Even an ordinary define business KPI calculations request can change route when it involves restricted information, an external audience or weak review.
What does the policy need to know about this use?
Describe proposed KPI formulas and documentation, identify business definitions, source tables and reporting needs, name the exact tool and account, explain who will receive or rely on the output, and state how data governance owner will review it.
What belongs in the completed policy record?
Preserve who accepted proposed KPI formulas and documentation, when they did so and which rule version they applied. A classification and controlled reference may be enough when copying business definitions, source tables and reporting needs would create unnecessary risk.