By NMR Infotech · Practical guide · Updated
Define the source boundary
Specify which documents and systems may be used. A confident answer is not a substitute for an approved source.
Separate drafts from decisions
Label draft outputs and keep consequential actions behind a suitable approval step. Make the handoff visible to the responsible person.
Give reviewers a checklist
Check facts, numbers, permissions, completeness and whether the output answers the actual task. Adapt the checklist to the workflow.
Design an exception path
Let the workflow stop or escalate when information is missing, contradictory or outside its scope.
Record corrections
Track recurring failure patterns and revise prompts, retrieval, task scope or training. Review effort is part of the workflow’s cost.
This guide describes a general working approach. It does not claim that a particular tool or AI implementation guarantees a business outcome.