Enterprise operations

AI Use Approval & Operational Evidence

Registers proposed AI uses, accountable owners, permitted data and human review responsibilities.

Request a tailored demonstration Explore the interface

12 workspace menus · 5 role profiles · Connected records

Designed for operations coordinators and the responsible business owners

AI Use Approval & Operational Evidence workspace interface preview; illustrative records and figures. — **AI Use Approval & Operational Evidence — operational workspace**Interface preview · Illustrative dataView full interface →

Explore the system interface.

Operational workspace and record review. Select a screen to inspect it in full.

AI Use Approval & Operational Evidence record interface preview; illustrative records and figures. — **AI Use Approval & Operational Evidence — record and workflow review**Interface preview · Illustrative dataView full interface →

Operational dashboards and work queues.

Operational views

Review work, evidence, exceptions and authorised decisions within a defined operating scope.

Business unitPeriodAssigned teamReview state

Dashboard measures

Active operational records
Count of all records in the selected workspace.
Review queue
Records at the third stage of the business workflow.
Needs attention
Records with an assigned review requirement.
Final-stage records
Records in the fourth business workflow stage.

Business workflow and operating scope

Registers proposed AI uses, accountable owners, permitted data and human review responsibilities. Collects evaluation evidence, coordinates deployment approval and reassesses material changes, with ongoing operating records, governance exceptions and follow-up actions linked to each approved use.

Operational visibility

Workload and progress by business unit
Outstanding reviews and assigned actions
Evidence completeness and exception history
Accepted outcomes and follow-up obligations

Operations

Operational overview

Review the work position and priority actions.

Proposed AI uses

Coordinate proposed AI uses with assigned responsibilities, linked records and review history.

Accountable owners

Coordinate accountable owners with assigned responsibilities, linked records and review history.

Permitted data

Coordinate permitted data with assigned responsibilities, linked records and review history.

Human review responsibilities

Coordinate human review responsibilities with assigned responsibilities, linked records and review history.

Evaluation evidence

Coordinate evaluation evidence with assigned responsibilities, linked records and review history.

Deployment approval

Coordinate deployment approval with assigned responsibilities, linked records and review history.

Reassesses material changes

Coordinate reassesses material changes with assigned responsibilities, linked records and review history.

Insights

Reports and saved views

Review the reporting scope and export agreed operational views.

Governance

Approvals and exceptions

Review delegated decisions, exceptions and recorded conditions.

Audit history

Trace accepted changes, decisions and accountable actions.

Access and configuration

Manage the agreed role permissions and configurable operating rules.

The end-to-end business journey.

From intake to authorised completion, with evidence at each decision.

Register the operating requirement

Establish the scope of proposed ai uses, capture the required records and assign the accountable team.

Coordinate records and evidence

Coordinate accountable owners and permitted data with linked evidence and visible outstanding actions.

Review exceptions and authorise action

Review the relevant conditions and exceptions. Record the authorised outcome and its supporting evidence.

Track completion and follow-up

Confirm the resulting records and handovers. Track remaining obligations, later changes and follow-up actions.

Governance and control

Role permissions reflect the agreed responsibilities and restricted record access.
Required information and evidence are checked before the relevant decision or handover.
Exceptions have a named owner, recorded reason and an authorised resolution.
Approved changes retain their previous values, accountable decisions and linked evidence.
Integration mappings, business rules and acceptance criteria are reviewed with the customer.

Accountable roles

Service coordinator

Technical owner

Change or security reviewer

Authorised service approver

Platform administrator

Permissions are configured and tested for the agreed responsibilities.

Data, interfaces and operating requirements.

Core records

Operational recordProposed AI usesAccountable ownersPermitted dataHuman review responsibilitiesEvaluation evidenceDecisionSupporting evidenceActivity history

Systems and interfaces

Service management, asset and configuration records
Approved identity, repository or change interfaces
Identity and role-based access services
Approved document and communication services

Interface scope, data mapping and testing are agreed for each engagement.

Implementation requirements
Confirm the operating boundaries for proposed ai uses, responsible roles, review authority, record retention, interface mappings and acceptance scenarios.

Mobile and tablet access

Authorised users can review proposed ai uses, supporting records and assigned actions through mobile and tablet access. The relevant tasks and permissions are agreed for the deployment.

Access approved workflows through the Dalfin mobile app. Device tasks and permissions are confirmed for the deployment.

Apple App Store ↗Google Play ↗

AI extensions

AI-assisted summarisation, evidence retrieval or scenario comparison can be scoped around aI Use Approval and Operational Evidence. Outputs remain reviewable, with authorised people responsible for consequential decisions.

AI extensions are scoped around the required data, business outcome and review controls.

Engineered with Genesis.

Structured application engineering

Connect requirements, roles, records, workflows and interfaces through the agreed Genesis engineering process.

Controlled changes

Review dependency impact and validation requirements. Context Memory supports governed changes and accepted application revisions.

Deployment and support

Agree customer cloud or on-premises requirements, device access, implementation acceptance and ongoing engineering support.

Explore the platform

Genesis architecture →

Context Memory →

An example operating scenario

See the process, its exception and the evidence.

Start with proposed ai uses and follow the record through the ‘Coordinate records and evidence’ stage. Introduce a missing item or operating exception, record the authorised resolution and inspect the final handover, evidence and history.

What to review

A saved end-to-end transaction
An exception and its authorised resolution
Different operator, approver and reviewer permissions
Final records, history and the relevant report

Discuss this solution

Questions before implementation.

What can we review in a tailored demonstration?

Review a representative operational record, its workflow stages, accountable roles, an exception and the resulting operational report. Bring the business process and existing system requirements that matter to your organisation.

How is the solution adapted to our organisation?

The operating scope covers your records, role permissions, review authority, business rules and integration boundaries. These requirements are agreed with the responsible business owners.

How does the solution connect with existing systems?

Connection design defines interfaces, data ownership, mapping, authentication and exception handling. The agreed implementation includes validation against the selected systems and workflows.

How are subsequent changes controlled?

The agreed engineering approach covers review of change impact, bounded implementation, validation and accepted revisions. Discuss the relevant Genesis Context Memory and support requirements during solution scoping.