Reference · 3 min

Data Handling Reference Card

A one-page reference for what data is allowed in which AI tools, calibrated to your institution’s data classification policy.

For: All staff using AI tools

Section 1 of 1

What this card answers

This template is structured. The working copy is being finalized by our subject-matter editors — directionally accurate today, refined shortly.

Which data classes are allowed in each approved AI tool.
Which data classes are never allowed in any general-purpose AI tool, regardless of approval.
The escalation path when you are uncertain about a specific input.

Compliance Officer Playbook

The artifact is the start. The course is where it sticks.

Use this template, then walk through the practice loop in the AiBI-Foundation course — the same prompts, with reviewed work you can take to your team.

Start your Compliance Officer path Back to the playbook