This outline shows how we design an assistant flow to stay safe, honest, and reviewable. The aim is to avoid overconfident guesses, keep information properly separated, and support professional sign-off.

Control themes

• Scope is explicit (right site, right people, right permission).
• Outputs are structured and designed for review.
• Sources and assumptions are shown clearly.
• Unknowns are stated plainly rather than guessed.
• Actions and decisions are logged for audit and learning.

Example session configuration (synthetic)

Why this matters

• Prevents cross-site leakage and inappropriate access by default.
• Makes assistant output reviewable and evidence-led.
• Supports compliance teams with clear ownership, logs, and escalation paths.