AI & automation · Practice guide

Keep restricted information out of unauthorised AI answers

Illustrative situation

An internal assistant can retrieve documents that the person asking would not normally be allowed to view. A staff member logging in does not by itself establish which documents an assistant may use in its answers. The practice needs a demonstration of the same information boundaries it expects elsewhere, including extracts and summaries.

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Save repeated work while keeping your team in control.

What this means for your practice

Require the supplier to demonstrate the intended access boundary across retrieval and output. Review source permissions and derived responses together rather than assuming login alone provides adequate separation.

An example to discuss with your team

Ask the same fictional question as two users with different source permissions.

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Keep the normal route and the exception route visible.
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Verify suggested output against appropriate sources.

A practical conversation with your supplier

Ask the same fictional question using two roles with different access. Test a restricted sample document and then change one user's role. The supplier should show how the answer respects the intended boundary. Your responsible team should review both source access and what the user actually receives.

Plan the first improvement

Define access by actual staff responsibilities before choosing how the assistant presents answers. A person may be allowed to read general guidance but not a restricted management document. Ask the supplier to demonstrate the result across searching, answer text and any linked extracts, using fictional material and approved test accounts. Include a user whose access changes after earlier use. The practice should understand how the intended boundary is maintained in the deployed arrangement, without assuming a single successful login check proves it.

Keep source permissions under review as documents move between folders or teams. A source change can affect the assistant even when nobody edits its interface. Give staff an appropriate way to report a suspected access problem and name the responsible owner. The acceptance evidence should describe what each test role could and could not obtain. This makes the decision reviewable and avoids relying on a broad supplier assurance that the product has security features.

How to check the result

Count access-boundary failures in authorised testing.

Turn reading into a next step

Your action checklist

Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.

Checks to discuss

Record what you know, what is still missing and the answer you need from your team or supplier.

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Further reading

These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.

Related guides

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