What to provide
A representative record, the business question, internal data classification, and approved handling rules.
Starting prompt
Identify fields essential to answer this question and propose a redacted example. Flag direct and indirect identifiers; do not retain names, account numbers, or free-text secrets.
Trial case
Provide a sample record with names, account numbers, and facts needed for analysis. The redacted version should remove identifiers while retaining only the fields needed for the stated question.
Review gate
The data owner checks whether combinations of remaining fields can reidentify a person and verifies approved tool use.
How to score the result
Sensitive fields included unnecessarily and analyses that remain useful after minimization.
Use the current approved source and keep it available to the reviewer. Check a small set of finished outputs against the previous process before adopting this workflow.
Related workflows
Explore AI Governance and ROI for Small Business or the AI business strategy guide.