Sources and access
A solution should be limited to the information needed for the agreed scope.
- Approved and current sources
- Minimum access for each task
- Review before activating connections
Security and governance
Define the boundaries first. Connect information second.
The initial assessment does not require confidential data. Every implementation should document sources, permissions, validation and third parties involved.
Decisions and exceptions
Autonomy is defined in levels, not as an open permission.
- Approval thresholds
- Routing with context
- Owners for sensitive decisions
Traceability and third parties
What happened and which providers process information should remain visible.
- Records proportional to risk
- Retention controls
- Third parties identified before implementation
Frequently asked questions
What to clarify before moving forward
Must I share confidential data to begin?
No. The first conversation can describe the process without personal, sensitive or third-party data.
What does minimum access mean?
Giving each integration only the permissions needed for the task and reviewing that scope before activation.
Who remains accountable for a sensitive decision?
A person defined by the organization. The solution should approve, escalate or stop according to agreed rules.
First step