Atlas Mutual Financial

AI Use Guidelines

Company-approved tools, data rules, and safe-use guidance for participants.

Simplified example. In production this links to your organization-specific governance documents.

View full governance docs →
Approved Tools
Gemini
Approved
Microsoft Copilot
Approved
ChatGPT Enterprise
Approved
Personal AI accounts
Not approved
Data Rules
Public information
OK
Internal process documents
OK in approved tools
Customer data
Requires manager approval
Compensation / HR data
Do not use unless explicitly approved
Confidential financials
Do not use unless explicitly approved
Human Review Rules
Review AI outputs before sending externally
Verify factual claims
Do not paste sensitive data into unapproved tools
Team leads review workflow outputs before broader rollout
Open Questions

Being worked on with leadership.

Can support ticket summaries be used in renewal prep?
Which tools can access CRM exports?
What customer data is allowed inside Gemini?