Direct answer · reviewed July 24, 2026
What is the boundary between an AI workspace and a system of record?
The boundary states where official customer, financial, employee, operational, or contractual information remains authoritative; what approved information may enter an AI workspace; and how a reviewed result returns to the official system.
Key points
- Name the authoritative home for each information type.
- Use the minimum approved information the tool role requires.
- Define who can move a reviewed result into the official record.
Limits and exceptions
- Removing a name may not make contextual information non-identifying.
- Only fact-specific review can resolve contractual, legal, regulatory, security, or professional obligations.