Fintech team
Supply the feature description, original instructions, attempts, data-use terms and open vendor questions. Agree which evidence you may share.
Fintechs and institution partners
A pilot file both teams can review.
The fintech brings the feature and its evidence. The bank or credit union keeps the acceptance decision.
A shared boundary, separate responsibilities.
Institution team
Name the use owner, required cases, permitted data and acceptance conditions. Review failed attempts and terms before release.
The file travels with the decision.
- One AI use and its agreed boundary
- Source-linked attempts, retained failures and exclusions
- AI entitlement, training-use and export questions
- Named reviewer roles and release conditions
AI pilot acceptance AI contract terms Separate assistant example
The institution owns the decision.
These reviews prepare evidence for your reviewers; they do not certify compliance, provide a legal opinion or operate your systems. Method boundaries and source handling.
Start with the AI use already on your calendar.
Send the decision, deadline and accountable role in general business terms. We reply within one business day.
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