First name

ExposureScore

- A proposal becomes accepted or rejected.

- A customer becomes renewed or reactivated.

- We want AI, but we haven’t defined the finished business state.

Yes. We track the current volume and completion rate.

Yes. The rules, exceptions, and owner are documented.

Different people make different decisions.

Yes. Each area has a named current source and owner.

We have several sources and usually know which one is current.

We regularly find duplicates or conflicting versions.

We do not know which source AI should trust.

Yes. Authorized and unauthorized users were tested.

Permissions are configured, but not tested through AI.

We assume existing access settings are enough.

We do not know what restricted information AI could expose.

Yes. It can act, verify, record the change, and alert the owner.

It produces text for a human to copy or approve.

We have not defined how the action will be verified.