Fundamentals
AI Task Framer
Turn a vague AI request into a clear banking task in the four CORE parts: context, objective, resources, expectations.
Use Case
- Use before asking AI to draft, summarize, analyze, classify, or compare banking work.
When To Use
- When the user knows the outcome they want but has not structured the request.
When Not To Use
- Do not use for final credit, legal, compliance, or customer-impacting decisions.
Inputs
- Context: The banking role the AI should take and who the answer is for.
- Objective: The exact work to complete.
- Resources: The only material the AI may use, with sensitive details replaced by placeholders.
- Expectations: The format the user needs back and any limits.
Prompt Template
Unlock the full library to copy the complete structured prompt.
Output Structure
- Task summary
- Relevant context
- Missing information
- Draft output
- Review notes
Review Checklist
- Confirm no confidential customer or account data was included.
- Verify facts, figures, policy references, and dates against source material.
- Mark assumptions, gaps, and unresolved items before sharing.
- Have the accountable banker review the output before use.
AiBI Safety Note
Do not enter confidential customer information, account numbers, or nonpublic personal information into public AI tools. All outputs should be reviewed before use.
Example Run
Frame a branch manager request to summarize a new procedure into a staff-ready checklist.
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