YOUR OBJECTIVE COMES FIRST
Client information boundaries
Make AI use understandable, reviewable and accountable.
AdvanceCT identifies advanced manufacturing, insurance, financial services, life sciences and technology among Connecticut’s key industries. A useful scoping example is insurance operations and specialist review. Follow a policy-service request, supporting document and reviewer decision through the work with client operations, specialist reviewers and systems support. Missing evidence must remain visible when a request moves between specialists. What evidence must the next reviewer receive with the request?
AdvanceCT: industry context ↗01Inventory intended use and authority
Identify tools, users, inputs, outputs and any external actions. Distinguish experimentation from a workflow staff already rely on. Record the business owner and the decisions the system is permitted to support or perform.
02Set practical information boundaries
Define approved sources, sensitive information, access and retention expectations with the relevant owners. Check how those expectations apply in the chosen tool and integrations. A written rule should not assume technical controls exist without verification. Working example: A use-case record and source permission matrix.
03Match review to the consequences
Decide when a person must inspect evidence, approve an action or make a professional determination. Establish escalation for missing support, disagreement or unexpected behavior. Review requirements should reflect the task rather than treat every AI output as the same risk. For insurance operations and specialist review, agree how client operations, specialist reviewers and systems support contribute where those functions are involved.
04Maintain evidence as the workflow changes
Keep use-case records, representative evaluation results and change decisions. Assign responsibility for prompt, source and permission updates. Give staff a way to report incidents and corrections so lessons reach the people who can change the workflow. Review check: Tests respect client boundaries and route unsupported answers to review.