Signed in asM. HalloranCompliance officer · Compliance/BSAThe console in full: every actor, every event, the adjudication queue, and the actions on the pending policy proposal.
Provenance · one movement, end to end

M. Ramaswamyprompt to M365 Copilot

Jul 24, 2026 at 4:51 PM · Week 7 · event 0bd6c7cf-a95a-438c-9ea0-f1bf2a40d246
Actor
M. RamaswamyRelationship manager, Commercial Lending · Lending role groupThe role group is what the policy engine resolves against; the department is what the console cuts by. The event carries both, so no projection has to join.
Content

Customer Yolanda Callahan is disputing three ACH debits on account 00161116. Draft a response that explains the provisional credit timeline.

proved by a checksum or a format rule · matched by a pattern, which is a shape, or by the taxonomy or the institution’s dictionary, which are vocabulary markers — neither is a proof

Data classOffsetsProofDetector
Member PII925pattern match — a shape, not a proofcmb-member-pii
Account Numbers6775pattern match — a shape, not a proofpat-account
Decision
Warn under policy v4, in force from Jul 20, 2026.The cells that decided it, for the Lending role group: Member PII — Warn; Account Numbers — Monitor.
Transform
No transform ran. The content was decided and left as it was.
Destination
M365 Copilotenterprise, sanctionedThe enterprise tenant, allow-listed per data class — sanctioned is not the same as unrestricted.
Member PIIallowedPermitted; the tenant is contracted and in scope for the institution’s information security program.Account NumbersallowedPermitted; tokenized wherever the grid says tokenize — format preserved, value substituted.
Outcome
The user overridden after the card.Override justification: “Content is a published rate sheet. No customer identifier is present in the pasted text.Not adjudicated. The absence means something: precision is computed over the adjudicated sample only, and an unreviewed event is not evidence of anything.
The record
  1. captured Jul 24, 2026 at 4:51 PMM. Ramaswamy (Relationship manager, Commercial Lending) — prompt to M365 Copilot.
  2. classified Jul 24, 2026 at 4:51 PM2 spans in member_pii, account_numbers; proof recorded on each span.
  3. decided Jul 24, 2026 at 4:51 PMwarn under policy v4, from the member_pii cell for the lending role group.
  4. overridden Jul 24, 2026 at 4:51 PMOverridden with justification: “Content is a published rate sheet. No customer identifier is present in the pasted text.”
  5. submitted Jul 24, 2026 at 4:51 PMSubmitted to M365 Copilot as typed.

The same chain in JSON: /api/v1/events?id=0bd6c7cf

← Back to the filtered log

Events · the log itself

138 events matching M. Ramaswamy

Jun 8 – Aug 14, 2026. Every row drills to the full provenance chain, and every state on this page — filters, page and drill alike — is a URL you can paste to a colleague. The same query as JSON: /api/v1/events?actor=p-ramaswamy
ClearOpen the spreading-workbook chain
Who sent them — 1 person across 138 events
WhenWhoChannel · destinationClassesDecisionOutcome
Jul 24, 2026 at 4:51 PMWeek 7M. RamaswamyCommercial LendingpromptM365 CopilotMember PII, Account NumbersWarnv4overriddenChain
Jul 23, 2026 at 9:36 AMWeek 7M. RamaswamyCommercial LendingpasteChatGPT (personal)Member PII, SSN / Tax ID, Account NumbersWarnv4redirectedChain
Jul 22, 2026 at 5:22 PMWeek 7M. RamaswamyCommercial LendinguploadM365 CopilotLoan Files, Member PIIWarnv4redirectedChain
Jul 22, 2026 at 8:57 AMWeek 7M. RamaswamyCommercial LendingpasteMicrosoft Copilot (consumer)Loan Files, Member PIIWarnv4abandonedChain
Jul 20, 2026 at 3:18 PMWeek 7M. RamaswamyCommercial LendingpasteGemini AdvancedAccount NumbersMonitorv4Chain
Jul 20, 2026 at 1:56 PMWeek 7M. RamaswamyCommercial LendingpasteClaude.ai (personal)Loan Files, Member PIIWarnv4redirectedChain
Jul 20, 2026 at 11:27 AMWeek 7M. RamaswamyCommercial LendingpasteClaude.ai (personal)Account Numbers, Member PIIWarnv4redirectedChain
Jul 20, 2026 at 9:38 AMWeek 7M. RamaswamyCommercial LendingpasteMicrosoft Copilot (consumer)Account Numbers, Member PIIWarnv4redirectedChain
Jul 17, 2026 at 11:07 AMWeek 6M. RamaswamyCommercial LendingpasteClaude.ai (personal)Member PIIWarnv3transformedChain
Jul 16, 2026 at 4:46 PMWeek 6M. RamaswamyCommercial LendingpasteChatGPT (personal)Loan Files, Member PIIWarnv3overriddenChain
Jul 16, 2026 at 1:22 PMWeek 6M. RamaswamyCommercial LendingpasteChatGPT (personal)Account NumbersMonitorv3Chain
Jul 16, 2026 at 10:02 AMWeek 6M. RamaswamyCommercial LendingpromptClaude.ai (personal)Account NumbersMonitorv3Chain
Jul 16, 2026 at 8:25 AMWeek 6M. RamaswamyCommercial LendingpromptClaude.ai (personal)Loan Files, Member PIIWarnv3redirectedtrue positiveChain
Jul 16, 2026 at 8:03 AMWeek 6M. RamaswamyCommercial LendingpromptGemini AdvancedLoan FilesMonitorv3Chain
Jul 15, 2026 at 2:50 PMWeek 6M. RamaswamyCommercial LendingpastePerplexityLoan Files, Member PIIWarnv3abandonedChain
Jul 15, 2026 at 9:51 AMWeek 6M. RamaswamyCommercial LendingpasteMicrosoft Copilot (consumer)Credit Memos, Member PIIWarnv3transformedChain
Jul 15, 2026 at 9:12 AMWeek 6M. RamaswamyCommercial LendingpasteClaude.ai (personal)Loan Files, Member PIIWarnv3abandonedChain
Jul 15, 2026 at 8:51 AMWeek 6M. RamaswamyCommercial LendingpromptMicrosoft Copilot (consumer)Member PIIWarnv3redirectedChain
Jul 14, 2026 at 5:14 PMWeek 6M. RamaswamyCommercial LendingpasteClaude.ai (personal)Member PIIWarnv3redirectedChain
Jul 14, 2026 at 2:55 PMWeek 6M. RamaswamyCommercial LendingpasteClaude.ai (personal)Loan Files, Member PIIWarnv3redirectedChain
Jul 14, 2026 at 9:18 AMWeek 6M. RamaswamyCommercial LendinguploadGemini AdvancedLoan FilesMonitorv3Chain
Jul 13, 2026 at 5:04 PMWeek 6M. RamaswamyCommercial LendingpromptChatGPT (personal)Loan Files, Member PIIWarnv3redirectedChain
Jul 13, 2026 at 10:24 AMWeek 6M. RamaswamyCommercial LendingpromptChatGPT (personal)Account NumbersMonitorv3Chain
Jul 10, 2026 at 11:19 AMWeek 5M. RamaswamyCommercial LendingpasteChatGPT (personal)Account NumbersMonitorv2Chain
Jul 10, 2026 at 9:10 AMWeek 5M. RamaswamyCommercial LendinguploadM365 CopilotLoan Files, Member PIIWarnv2transformedChain
Showing 51–75 of 138 · page 3 of 6⇤ First← PreviousNext →Last ⇥