Northline Advisory — 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 consultants and 4 associates across research, delivery and operations
Purpose
Client procurement sends an AI questionnaire before an engagement.
Review period
October 2026 fictional exercise
Excluded areas and reason
Examples cover internal research and advisory delivery. They do not establish permission to use client material or replace engagement and professional review.
Accountable owner
Practice 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
Practice 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 associates have not confirmed their personal-tool use
Owner
Practice operations lead

AI uses

Use ID
U-1
Tool or embedded feature
ResearchDesk
Account or plan
Company-managed example account
Team / role
Research
Business purpose
Summarize published market research for an internal briefing
Observed information categories — not permission
Public reports with source references
Permitted information categories
Public reports with source references
Approved use and access conditions
Engagement partner opens cited sources and checks claims before client delivery
Permission decision reference
Fictional records / Northline Advisory / E-1
Files, connectors and permitted actions
No connectors or external actions in this example
Approval status
Restricted
Owner
Engagement partner
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
Delivery
Business purpose
Summarize client stakeholder interviews
Observed information categories — not permission
Confidential strategy discussions and participant details
Permitted information categories
None pending permission review
Approved use and access conditions
Engagement partner checks written client permission and approved retention settings
Permission decision reference
Not recorded
Files, connectors and permitted actions
Not verified
Approval status
Unapproved
Owner
Engagement partner
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
ProposalDesk
Account or plan
Company-managed example account
Team / role
Associates
Business purpose
Draft a proposal from reusable firm materials
Observed information categories — not permission
Firm-owned capability statements and synthetic examples
Permitted information categories
Firm-owned capability statements and synthetic examples
Approved use and access conditions
Practice lead checks that no previous client material or identifiable case detail is reused
Permission decision reference
Fictional records / Northline Advisory / E-1
Files, connectors and permitted actions
No connectors or external actions in this example
Approval status
Restricted
Owner
Engagement partner
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
Two figures in the draft still lack a verified primary source
Sensitive or client data
No
Vendor terms checked
Unknown
Client requirements checked
Yes
Agent access
No external actions
Output review
Planned
Safeguards operating today
Engagement partner opens cited sources and checks claims before client delivery
Reviewer priority
Investigate
Reviewer rationale
Review the stated gap before wider use
Reviewer
Engagement partner
Reviewed on
2026-10-08
Risk ID
R-2
Related use ID
U-2
What could go wrong
Interview-processing permission is absent from the engagement instructions
Sensitive or client data
Yes
Vendor terms checked
Unknown
Client requirements checked
Unknown
Agent access
Unknown
Output review
Planned
Safeguards operating today
Engagement partner checks written client permission and approved retention settings
Reviewer priority
Priority
Reviewer rationale
Sensitive client data with unresolved permissions
Reviewer
Engagement partner
Reviewed on
2026-10-08
Risk ID
R-3
Related use ID
U-3
What could go wrong
Two associates have not confirmed their personal-tool use
Sensitive or client data
No
Vendor terms checked
Unknown
Client requirements checked
Yes
Agent access
No external actions
Output review
Planned
Safeguards operating today
Practice lead checks that no previous client material or identifiable case detail is reused
Reviewer priority
Investigate
Reviewer rationale
Review the stated gap before wider use
Reviewer
Engagement partner
Reviewed on
2026-10-08

Use decisions

Decision ID
D-1
Related use ID
U-1
Decision
Restrict
Permitted use and conditions
Engagement partner opens cited sources and checks claims before client delivery
Decision owner
Engagement partner
Decision date
2026-10-08
Decision evidence
Fictional records / Northline Advisory / 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
Engagement partner
Decision date
2026-10-08
Decision evidence
Fictional records / Northline Advisory / E-2
Next review
2026-10-22
Decision ID
D-3
Related use ID
U-3
Decision
Restrict
Permitted use and conditions
Practice lead checks that no previous client material or identifiable case detail is reused
Decision owner
Engagement partner
Decision date
2026-10-08
Decision evidence
Fictional records / Northline Advisory / E-3
Next review
2026-10-22

Actions

Action ID
A-1
Related use ID
U-1
Action and completion evidence needed
Two figures in the draft still lack a verified primary source. Engagement partner opens cited sources and checks claims before client delivery
Owner
Engagement partner
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
Interview-processing permission is absent from the engagement instructions. Engagement partner checks written client permission and approved retention settings
Owner
Engagement partner
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 associates have not confirmed their personal-tool use. Practice lead checks that no previous client material or identifiable case detail is reused
Owner
Engagement partner
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 AI permission record
Approved repository reference
Fictional records / Northline Advisory / E-1
Owner
Practice 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
Research source-verification checklist
Approved repository reference
Fictional records / Northline Advisory / E-2
Owner
Practice 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
Associate onboarding and access record
Approved repository reference
Fictional records / Northline Advisory / E-3
Owner
Practice 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.