Your business sets the bar. With your teams, we define the data used, the access rights and the decisions to approve before a process goes live.
For a private bank or a supervised asset manager, using AI is part of a governance and risk management framework. FINMA’s expectations are among the topics to review with your compliance officers.
The aim: find the sources, the approvals and the reason for a decision when an audit requires it.
Compliance depends on your use and your organisation. Meotis claims no certification or FINMA approval here.
Read the FINMA guidance
An employee summarises a contract or analyses a file from a personal account. The need is real; company rules do not always keep up.
The first step: offer a useful professional route, with approved data, defined access and trained teams.
We start from the tasks already being done to choose the tools, set the rules and follow their adoption.
Follow the file of a fictional company to see how to find what explains a decision. The walkthrough makes control visible at every step.
Find the documents and exchanges that give the file its context.
See what has been prepared, spot the points to check and leave the approval to the person in charge.
Find the recorded decision and its documents to understand what was chosen.
The documents and decisions in the walkthrough are fictional. Access, approval and retention rules for a real project are set with your team.
These options are discussed during scoping. Their availability and scope are confirmed for each solution and each data flow.
Set access by role, and the sources each process may use.
To document: each person’s rights and the data scope.
Identify the decisions that need approval and the person authorised to make them.
To document: the approval rules and responsibilities.
Link the proposal to its sources, the documents used and the human approval.
To document: a history usable during an audit.
Plan how errors are handled, how a process is stopped and how a person takes it over.
To document: the supervision and takeover procedures.
A space’s conversations are reserved for its members; an assistant only has access if it is invited.
Let’s choose the first process, the data it needs, who approves, and the criteria for judging the pilot.
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