Meridian Creative — fictional records

Completed example with unresolved work. No source documents or customer records are included.

Assessment scope

Scope ID
S-1
Team and contractors
24 staff and 4 freelancers across creative, accounts and operations
Purpose
A client asks how AI contributed to its work.
Review period
October 2026 fictional exercise
Excluded areas and reason
Examples cover everyday agency operations. Rights, licensing and client-contract decisions need your normal specialist review.
Accountable owner
Agency operations lead
Next review
2026-10-22

Coverage

Coverage ID
C-1
Team or source
Staff
People invited
24
Responses received
24
Evidence source
Staff questionnaire
Coverage
Reviewed
Missing information and reason
Responses are disclosures, not technical verification.
Owner
Agency operations lead
Coverage ID
C-2
Team or source
Contractors and associates
People invited
4
Responses received
2
Evidence source
Contractor questionnaire
Coverage
Partial
Missing information and reason
Two freelancers have not confirmed their account or data inputs
Owner
Agency operations lead

AI uses

Use ID
U-1
Tool or embedded feature
DraftDesk
Account or plan
Company-managed example account
Team / role
Creative
Business purpose
Draft campaign concepts from published brand information
Observed information categories — not permission
Published brand information and company-owned mock briefs
Permitted information categories
Published brand information and company-owned mock briefs
Approved use and access conditions
Account director checks claims, rights and engagement instructions before delivery
Permission decision reference
Fictional records / Meridian Creative / E-1
Files, connectors and permitted actions
No connectors or external actions in this example
Approval status
Restricted
Owner
Account director
Source reference
Fictional staff disclosure and review note
Evidence confidence
Self-reported
Next review
2026-10-22
Use ID
U-2
Tool or embedded feature
MeetingNote
Account or plan
Account details awaiting review
Team / role
Accounts
Business purpose
Summarize project meetings
Observed information categories — not permission
Client discussions, participant names and recordings
Permitted information categories
None pending permission review
Approved use and access conditions
Engagement owner checks recording permission, participants and retention before use
Permission decision reference
Not recorded
Files, connectors and permitted actions
Not verified
Approval status
Unapproved
Owner
Account director
Source reference
Fictional staff disclosure and review note
Evidence confidence
Self-reported
Next review
2026-10-22
Use ID
U-3
Tool or embedded feature
ConceptLab
Account or plan
Company-managed example account
Team / role
Freelancers
Business purpose
Explore internal visual directions
Observed information categories — not permission
Company-owned mock assets only
Permitted information categories
Company-owned mock assets only
Approved use and access conditions
Creative lead checks rights and client restrictions before any external use
Permission decision reference
Fictional records / Meridian Creative / E-1
Files, connectors and permitted actions
No connectors or external actions in this example
Approval status
Restricted
Owner
Account director
Source reference
Fictional staff disclosure and review note
Evidence confidence
Self-reported
Next review
2026-10-22

Exposure review

Risk ID
R-1
Related use ID
U-1
What could go wrong
Client approval for unreleased assets remains outstanding
Sensitive or client data
No
Vendor terms checked
Unknown
Client requirements checked
Yes
Agent access
No external actions
Output review
Planned
Safeguards operating today
Account director checks claims, rights and engagement instructions before delivery
Reviewer priority
Investigate
Reviewer rationale
Review the stated gap before wider use
Reviewer
Account director
Reviewed on
2026-10-08
Risk ID
R-2
Related use ID
U-2
What could go wrong
Historical recordings on a personal account have not been inventoried
Sensitive or client data
Yes
Vendor terms checked
Unknown
Client requirements checked
Unknown
Agent access
Unknown
Output review
Planned
Safeguards operating today
Engagement owner checks recording permission, participants and retention before use
Reviewer priority
Priority
Reviewer rationale
Sensitive client data with unresolved permissions
Reviewer
Account director
Reviewed on
2026-10-08
Risk ID
R-3
Related use ID
U-3
What could go wrong
Two freelancers have not confirmed their account or data inputs
Sensitive or client data
No
Vendor terms checked
Unknown
Client requirements checked
Yes
Agent access
No external actions
Output review
Planned
Safeguards operating today
Creative lead checks rights and client restrictions before any external use
Reviewer priority
Investigate
Reviewer rationale
Review the stated gap before wider use
Reviewer
Account director
Reviewed on
2026-10-08

Use decisions

Decision ID
D-1
Related use ID
U-1
Decision
Restrict
Permitted use and conditions
Account director checks claims, rights and engagement instructions before delivery
Decision owner
Account director
Decision date
2026-10-08
Decision evidence
Fictional records / Meridian Creative / E-1
Next review
2026-10-22
Decision ID
D-2
Related use ID
U-2
Decision
Escalate
Permitted use and conditions
Pause real-data use until permissions and handling are reviewed.
Decision owner
Account director
Decision date
2026-10-08
Decision evidence
Fictional records / Meridian Creative / E-2
Next review
2026-10-22
Decision ID
D-3
Related use ID
U-3
Decision
Restrict
Permitted use and conditions
Creative lead checks rights and client restrictions before any external use
Decision owner
Account director
Decision date
2026-10-08
Decision evidence
Fictional records / Meridian Creative / E-3
Next review
2026-10-22

Actions

Action ID
A-1
Related use ID
U-1
Action and completion evidence needed
Client approval for unreleased assets remains outstanding. Account director checks claims, rights and engagement instructions before delivery
Owner
Account director
Due date
2026-10-22
Status
In progress
Completion evidence reference
Follow-up evidence not yet supplied
Action ID
A-2
Related use ID
U-2
Action and completion evidence needed
Historical recordings on a personal account have not been inventoried. Engagement owner checks recording permission, participants and retention before use
Owner
Account director
Due date
2026-10-22
Status
Blocked
Completion evidence reference
Follow-up evidence not yet supplied
Action ID
A-3
Related use ID
U-3
Action and completion evidence needed
Two freelancers have not confirmed their account or data inputs. Creative lead checks rights and client restrictions before any external use
Owner
Account director
Due date
2026-10-22
Status
In progress
Completion evidence reference
Follow-up evidence not yet supplied

Evidence

Evidence ID
E-1
Related use ID
U-1
What this record supports
Engagement-specific AI instruction
Approved repository reference
Fictional records / Meridian Creative / E-1
Owner
Agency operations lead
Reviewed on
2026-10-08
Scope and limitations
Illustrative reference only; underlying source document is not included.
Evidence ID
E-2
Related use ID
U-2
What this record supports
Approved account and use list
Approved repository reference
Fictional records / Meridian Creative / E-2
Owner
Agency operations lead
Reviewed on
2026-10-08
Scope and limitations
Requested; not yet supplied. No permission is established.
Evidence ID
E-3
Related use ID
U-3
What this record supports
Creative delivery review record
Approved repository reference
Fictional records / Meridian Creative / E-3
Owner
Agency operations lead
Reviewed on
2026-10-08
Scope and limitations
Illustrative reference only; underlying source document is not included.

Imported source records

No records yet. Follow-up remains open.