Approved source
CLIENT CONTROL
Representative documents and records inside an agreed source boundary.
GATE
Ownership, sensitivity, permission, location and exclusions recorded.
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Data, access and human authority
Know what the workflow can see, where the data goes and who still has to decide.
The Blueprint defines permitted sources, minimum access, provider paths, retention, human approval and rollback before production work is authorised.
Human-reviewed workflowWORKFLOW / CONTROLLEDEvery transition retains an owner.
- 01CaptureContext + owner
- 02RetrieveApproved sources
- 03PrepareLinked working material
- 04ReviewNamed authority
- 05RecordAccepted handoff
CONTROLLED CENTREAI prepares. A named person decides.
01 / Data flow
Start with the information duty—not the AI model.
First establish what the firm is allowed to use, where it may be processed and who may see it. The actual architecture is fixed only after access, legal, privacy and security review.
Minimum access
SYSTEM CONTROL
Only the fields, folders, operations and environment required for the bounded workflow.
GATE
Credentials, roles, revocation and environment separation reviewed.
Prepare + trace
AI ROLE
Retrieve, compare, structure, prepare and flag inside the authorised task.
GATE
Source, provider path, uncertainty and processing state remain visible.
Human decision
NAMED AUTHORITY
Review, correct, reject or approve consequential material.
GATE
Decision, comment, time and operating version are recorded.
Controlled record
WRITEBACK
Accepted material moves only to approved destinations and fields.
GATE
Retention, export, deletion, monitoring and rollback follow the signed schedule.
02 / Responsibility model
“Human in the loop” is meaningless until the human has a named decision.
The role map specifies who must interpret context, approve a claim, accept a commercial consequence and respond when the workflow stops.
System may
Prepare bounded work
Retrieve authorised sources, compare material, structure working content, identify gaps and route exceptions.
Person must
Retain consequential judgement
Determine applicability, professional correctness, claim use, commercial terms, investment conclusions and final submission.
03 / When the happy path breaks
Design the stop, response and rollback before launch.
Least privilege
Use the minimum approved access, separate environments where required and name who can grant or revoke it.
Stop visibly
Missing evidence, conflicting sources, unclear permission or absent approval routes to a person instead of progressing silently.
Keep the chain
Source, transformation, reviewer decision, correction and accepted version stay attached to material work.
Return safely
Define who can disable the workflow, restore the prior process, investigate the event and approve a changed version.
04 / Current disclosure
What is true today—and what still depends on the client design.
Current company positions are separated from provider, residency, certification and processing decisions that must be resolved for the actual engagement.
Current public position
Client data stays client-owned
An installation does not transfer ownership of client source material to Build n Bloom. The operative agreement must define access, permitted use, export and deletion.
Blueprint decision
Providers and regions
Model, hosting, automation and storage providers—and any cross-border processing—are selected and disclosed for the actual design. No universal provider or residency promise is made here.
Current public position
Human authority remains named
The proposed method requires a person to retain consequential professional, investment and commercial decisions. The accepted role map governs the install.
Not claimed
External certification
No ISO 27001, SOC 2 or equivalent certification is claimed in the current public evidence set. Contractual or procurement requirements must be tested before proceeding.
05 / Before production access
Questions that must have named answers.
Which providers touch data?
Model, hosting, automation, document, CRM and logging providers; their subprocessors, regions and contractual terms.
What is retained?
Source copies, prompts, logs, accepted records, backups and deletion evidence—each with a defined owner and window.
Who decides and responds?
Client and Build n Bloom owners for approval, incident response, change control, rollback and legal or privacy review.
No confidential material is needed for the Workflow Fit Call. A coarse description of sensitivity and systems is enough to determine whether a paid Blueprint is appropriate.
Do not grant access until the responsibility boundary is clear.
The Fit Call needs only a high-level description of systems and sensitivity. Detailed data-flow, provider and control design belongs in the paid Blueprint.