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Retain Evidence for an Intelligence-Assisted Decision

Preserve proportionate evidence of how an AI-assisted decision was prepared and authorized.

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What this page helps you accomplish

Preserve proportionate evidence of how an AI-assisted decision was prepared and authorized.

Batoi Platform · Intelligence
Accountable roleGovernance Reviewer
Business taskEvidence Management
Completion signalThe decision record supports accountability without retaining excessive or unsafe information.
1 Confirm

Scope and authority

Access to the appropriate authenticated workspace through My Batoi Authority for the records, action, or decision involved

2 Act

Evidence Management

Preserve proportionate evidence of how an AI-assisted decision was prepared and authorized.

3 Verify

Observable business result

The decision record supports accountability without retaining excessive or unsafe information.

Potential issue and recovery

The expected record or action is missing.

Recommended recovery: Stop and return to the intended context. Ask an Owner or Admin to confirm access instead of using another person’s account.

Who should use this article

This article is for Governance Reviewer who are authorized to complete or review this task in the intended workspace. The person making a consequential decision remains accountable for the result.

Before you begin

  • Access to the appropriate authenticated workspace through My Batoi
  • Authority for the records, action, or decision involved
  • Use sample or approved operational information only; never enter a password, token, private key, or unnecessary personal information.

Workflow overview

Retain Evidence for an Intelligence-Assisted Decision workflow Question and context followed by Sources followed by Output followed by Human review followed by Decision evidence. Retain Evidence for an Intelligence-Assisted Decision Question andcontext Sources Output Human review Decision evidence
Follow the verified sequence and keep the accountable human decision visible at every review or exception point.

Complete the workflow

  1. Confirm the context. Enter the intended workspace through My Batoi, open Batoi Intelligence, and confirm the selected project, app, record, review period, and accountable owner.
  2. Check access and prerequisites. Make sure the required connection, source record, role, decision authority, and safe information boundary are ready before changing anything.
  3. Perform the task. Collect the bounded question, permitted context statement, source references, generated output, corrections, reviewer, approval, and final decision.
  4. Review the result. Check completeness, classification, access, retention, integrity, linkage to the affected record, and the ability to explain the human decision.
  5. Verify and record the outcome. Compare the final state with the completion checks below, retain permitted evidence, and assign an owner for any exception or follow-up.
Retain the question, permitted context, sources, output, human review, and final decision as one evidence packet.
Retain the question, permitted context, sources, output, human review, and final decision as one evidence packet.

Verify the result

  • The workspace, project, app, record, or review period still matches the intended scope.
  • The decision record supports accountability without retaining excessive or unsafe information.
  • Every required decision, exception, evidence item, and follow-up has an accountable owner.
  • The visible status and next action can be independently understood by an authorized reviewer.

Troubleshooting and recovery

What you seeWhat to checkSafe next action
The expected record or action is missing.Workspace, project/app context, role, status filters, and prerequisites.Stop and return to the intended context. Ask an Owner or Admin to confirm access instead of using another person’s account.
The status remains incomplete or needs review.Required fields, evidence, approvals, source connections, checks, and assigned owners.Record the missing item and owner. Do not mark the task complete until the requirement is independently verifiable.
The result conflicts with policy or evidence.Scope, source recency, exception authority, decision conditions, and reviewer independence.Do not bypass the control. Return the item for correction or escalate it through the authorized governance route.

Safety and governance

Protect sensitive information. Do not place credentials, secrets, private keys, raw tokens, unnecessary personal information, private repository content, customer identifiers, or restricted documents in a public note, screenshot, prompt, export, or evidence caption. Use the workspace’s approved secret reference and permission-controlled records.

Next step

Continue with the next verified article in this Product Guide, or return to the Batoi Platform Product Guide.