Before staff use AI with client information, leadership needs a clear decision about which data can enter which tools, who reviews outputs, and what happens when a customer requests access or deletion.
The Office of the Privacy Commissioner of Canada advises businesses to limit sensitive and confidential information sharing, build safeguards into AI use, and be transparent about how information is used.
A practical first step is to approve one workflow with a defined data boundary and review step. This gives teams useful guidance without slowing every AI use into a policy exercise.
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