Policy Sandbox
Workflow

Every AI tool request follows a governed path. AI classifies risk, routes to the right reviewers, and manages sandbox pilots, so nothing slips through the cracks.

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Structured Approval for Every AI Request

From intake to sandbox to production, every AI tool follows a transparent, auditable workflow.

Comprehensive Intake Form

Requestors describe the tool, its intended use, data sensitivity, member impact, and vendor details. Captures everything reviewers need upfront, eliminating back-and-forth.

AI

AI Risk Classification

One click and the AI reads the request, assigns a risk level (Low through Critical), identifies specific risk factors, and recommends the appropriate approval workflow.

Multi-Stage Approval

Route requests to the right reviewers based on risk. Low-risk tools get fast-tracked. High-risk requests pass through compliance, legal, security, and executive review.

Sandbox Pilot Management

Approve AI tools for limited sandbox pilots with defined start and end dates. Track expiration warnings and convert successful pilots to full production approval.

Conditions of Use

Approve with conditions. Document specific requirements the requestor must follow, like human review of AI outputs or restricted data access. Conditions travel with the approval.

Full Workflow Timeline

Every review action, approval, rejection, and information request is timestamped and attributed. A complete audit trail from submission to final decision.

Control Without Bottlenecks

1

Risk-Based Routing Saves Time

Not every AI tool needs executive approval. AI risk classification ensures low-risk tools move quickly while high-risk requests get the scrutiny they deserve.

2

Sandbox Before You Commit

Test AI tools in controlled pilots before rolling them out to members. Set expiration dates, monitor outcomes, and make the go/no-go decision with real data.

3

Stop Shadow AI

Employees want to use AI tools now. Give them a clear, fast path to request and get approval. When the process is easy, people use it instead of going around it.

4

Demonstrate Governance to Examiners

Every decision is documented with who, what, when, and why. Examiners see that your credit union has a systematic, thoughtful process for AI adoption.

Govern AI adoption without slowing it down

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