Build a record of processing from the interviews and system list
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Turn the interview notes and system inventory into a processing record: purposes, categories, recipients, locations, retention and security measures.
- What the lawyer must review
- Check each row with the business owner
- Watch for invented purposes and default 'global' locations
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Turn the interview notes and system inventory into a processing record: purposes, categories, recipients, locations, retention and security measures. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Verify every relied-on citation, figure and name against the source document.
- The responsible lawyer approves the exact version before use.
Sources
Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.