Data classification framework
Four-tier system for categorizing information by sensitivity level, from public data to PII.
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Four-tier system for categorizing information by sensitivity level, from public data to PII.
A visual chart mapping 12 popular AI tools to each data classification, showing what’s approved and what’s off-limits.
Six enforceable rules covering data handling, output validation, professional judgment, disclosure, credentials, and incident reporting.
Defined roles, responsibilities, and a review cadence so the policy doesn’t go stale.
A five-point checklist for assessing new AI tools before they’re approved for use.
Output review standards for financial work, client communications, research, and code.