AI-CYA, by Jacob Pearson

The Four Rules checklist

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One page: Own it, Contain it, Check it, Prove it. A row per rule with the question to ask, the evidence to show, pass or fail and an owner. Fields: process name, tool or agent, reviewer.

Who it is for: Anyone about to roll out AI or automation.

Failing any row means it does not go live. These rules reduce risk and make it provable. They do not guarantee an exam result or prevent every loss.

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Jacob Pearson provides management consulting. He is not a registered investment adviser, broker-dealer, CPA firm or law firm, and nothing here is investment, legal, tax or accounting advice.

AI-CYA

AI-CYA, by Jacob Pearson

AI-CYA is a framework developed and owned by Jacob Pearson, management consulting. Read about the practice at jacob-pearson.com.

Jacob Pearson provides management consulting and training on the operations of organizations: people, process, software and AI. He is not a registered investment adviser, broker-dealer, CPA firm or law firm. Nothing on this site or in any proposal, deck, report, dashboard, newsletter or course is investment, legal, tax or accounting advice; an offer or solicitation of securities; a recommendation to buy, sell or hold any security, fund interest or asset; a valuation or fairness opinion; or an audit, review or attest opinion. No fee is contingent on a transaction, a capital raise or a valuation; any variable fee is tied only to operating value measured under a written attribution rule. Where Jacob has an interest in a product or service he discusses, he says so in writing. Targets and measured results are not guarantees. Talk to your own counsel, CPA and licensed adviser about legal, tax, accounting and investment matters.