Three working templates, each with worked examples, for the knowledge our research shows AI cannot apply until it is written down and owned: definitions, exceptions and precedent, and decision rights.
One row per business term and use: the approved definition, formula, source system, owner, approver, review date and where it is used. Pre-filled with worked examples for exposure, available cash and adjusted EBITDA.
Based on One number, five definitions
Capture every policy exception with the policy it departs from, the case features, the reason, who approved it and the outcome, so judgment becomes retrievable precedent.
For each consequential decision: who may decide, up to what limit, on what evidence, and whether an AI may draft, recommend or act. The starting point for governing agents.
Based on Govern the agent through the institution's decision rights