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
D. Whitfield — paste to M365 Copilot
Jul 15, 2026 at 12:49 PM · Week 6 · event 7a676715-90be-453b-bf80-c914902970d8Actor
D. Whitfield — Senior commercial lender, 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
Summarize the credit file for loan CL-2026-77717 — borrower Yolanda Marchetti, guarantor on the Portage-Ridge Partners relationship. Focus on covenant history and past-due notes.
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 class | Offsets | Proof | Detector |
|---|---|---|---|
| Loan Files | 35–48 | pattern match — a shape, not a proof | pat-loan |
| Member PII | 60–77 | pattern match — a shape, not a proof | cmb-member-pii |
Decision
Warn under policy v3, in force from Jul 13, 2026.The cells that decided it, for the Lending role group: Loan Files — Monitor; Member PII — Warn.
Transform
Redact · 2 span(s) masked, 0 replaced by a format-preserving token.Re-derived here from the stored spans, not read from a stored copy — a redaction that cannot be reproduced from the record is a redaction an examiner cannot check.
Summarize the credit file for loan █████████████ — borrower █████████████████, guarantor on the Portage-Ridge Partners relationship. Focus on covenant history and past-due notes.
Destination
M365 Copilot — enterprise, sanctionedThe enterprise tenant, allow-listed per data class — sanctioned is not the same as unrestricted.
Loan FilesallowedPermitted; the tenant is in scope for the institution’s information security program.Member PIIallowedPermitted; the tenant is contracted and in scope for the institution’s information security program.
Outcome
The user transformed after the card.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
- captured Jul 15, 2026 at 12:49 PMD. Whitfield (Senior commercial lender, Commercial Lending) — paste to M365 Copilot.
- classified Jul 15, 2026 at 12:49 PM2 spans in loan_files, member_pii; proof recorded on each span.
- decided Jul 15, 2026 at 12:49 PMwarn under policy v3, from the member_pii cell for the lending role group.
- transformed Jul 15, 2026 at 12:49 PMSafe transform taken on the coach card: 2 span(s) masked in place by offset. Warn does not rewrite anything by itself — the person chose this. The tokenize option is not on for the account_numbers cell in the lending role group under v3, so every span is masked.
- submitted Jul 15, 2026 at 12:49 PMSubmitted to M365 Copilot after transformation; the original text was not sent.
The same chain in JSON: /api/v1/events?id=7a676715…
Events · the log itself
213 events matching policy v3
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?version=v3Who sent them — 20 people across 213 events
N. OyelaranCredit Administration24A. BergströmCredit Administration22H. DelacroixCredit Administration20J. KowalczykRetail & Branch Ops18I. QuinteroRetail & Branch Ops15K. OseiCommercial Lending15M. RamaswamyCommercial Lending15D. WhitfieldCommercial Lending14
The 8 people carrying the most of this filter, of 20. Narrow the Person control above to read one of them alone.
| When | Who | Channel · destination | Classes | Decision | Outcome | |
|---|---|---|---|---|---|---|
| Jul 15, 2026 at 2:50 PMWeek 6 | M. RamaswamyCommercial Lending | pastePerplexity | Loan Files, Member PII | Warnv3 | abandoned | Chain |
| Jul 15, 2026 at 2:12 PMWeek 6 | H. DelacroixCredit Administration | pasteChatGPT (personal) | Credit Memos, Member PII | Warnv3 | transformed | Chain |
| Jul 15, 2026 at 2:01 PMWeek 6 | L. TranRetail & Branch Ops | promptChatGPT (personal) | Account Numbers, Member PII | Monitorv3 | — | Chain |
| Jul 15, 2026 at 1:55 PMWeek 6 | D. WhitfieldCommercial Lending | pasteM365 Copilot | Account Numbers | Monitorv3 | — | Chain |
| Jul 15, 2026 at 1:01 PMWeek 6 | S. AdeyemiRetail & Branch Ops | promptMicrosoft Copilot (consumer) | SSN / Tax ID | Monitorv3 | — | Chain |
| Jul 15, 2026 at 12:49 PMWeek 6 | D. WhitfieldCommercial Lending | pasteM365 Copilot | Loan Files, Member PII | Warnv3 | transformed | Chain |
| Jul 15, 2026 at 12:44 PMWeek 6 | N. OyelaranCredit Administration | uploadMicrosoft Copilot (consumer) | Credit Memos, Member PII | Warnv3 | redirected | Chain |
| Jul 15, 2026 at 12:39 PMWeek 6 | L. TranRetail & Branch Ops | promptMicrosoft Copilot (consumer) | Member PII, Account Numbers | Monitorv3 | — | Chain |
| Jul 15, 2026 at 12:04 PMWeek 6 | J. KowalczykRetail & Branch Ops | promptChatGPT (personal) | Account Numbers, Member PII | Monitorv3 | — | Chain |
| Jul 15, 2026 at 11:31 AMWeek 6 | J. KowalczykRetail & Branch Ops | pasteChatGPT (personal) | Member PII | Monitorv3 | — | Chain |
| Jul 15, 2026 at 10:31 AMWeek 6 | E. LindqvistFinance | promptClaude.ai (personal) | Account Numbers | Monitorv3 | — | Chain |
| Jul 15, 2026 at 10:10 AMWeek 6 | R. OkaforCommercial Lending | promptGemini Advanced | Loan Files | Monitorv3 | — | Chain |
| Jul 15, 2026 at 10:09 AMWeek 6 | P. NakamuraRetail & Branch Ops | promptM365 Copilot | Account Numbers | Monitorv3 | — | Chain |
| Jul 15, 2026 at 9:55 AMWeek 6 | K. OseiCommercial Lending | pasteChatGPT (personal) | Member PII, SSN / Tax ID, Account Numbers | Warnv3 | abandoned | Chain |
| Jul 15, 2026 at 9:51 AMWeek 6 | M. RamaswamyCommercial Lending | pasteMicrosoft Copilot (consumer) | Credit Memos, Member PII | Warnv3 | transformed | Chain |
| Jul 15, 2026 at 9:50 AMWeek 6 | A. BergströmCredit Administration | pasteM365 Copilot | Account Numbers, Member PII | Warnv3 | redirected | Chain |
| Jul 15, 2026 at 9:47 AMWeek 6 | N. OyelaranCredit Administration | uploadChatGPT (personal) | Credit Memos | Monitorv3 | — | Chain |
| Jul 15, 2026 at 9:22 AMWeek 6 | A. BergströmCredit Administration | pasteChatGPT (personal) | Member PII | Warnv3 | overridden | Chain |
| Jul 15, 2026 at 9:22 AMWeek 6 | S. AdeyemiRetail & Branch Ops | pasteChatGPT (personal) | Account Numbers | Monitorv3 | — | Chain |
| Jul 15, 2026 at 9:12 AMWeek 6 | M. RamaswamyCommercial Lending | pasteClaude.ai (personal) | Loan Files, Member PII | Warnv3 | abandoned | Chain |
| Jul 15, 2026 at 8:55 AMWeek 6 | F. DuarteIT | pasteMicrosoft Copilot (consumer) | API Keys / Creds | Monitorv3 | — | Chain |
| Jul 15, 2026 at 8:51 AMWeek 6 | M. RamaswamyCommercial Lending | promptMicrosoft Copilot (consumer) | Member PII | Warnv3 | redirected | Chain |
| Jul 15, 2026 at 8:49 AMWeek 6 | J. KowalczykRetail & Branch Ops | promptChatGPT (personal) | Member PII | Monitorv3 | — | Chain |
| Jul 15, 2026 at 8:40 AMWeek 6 | K. OseiCommercial Lending | promptClaude.ai (personal) | Loan Files, Member PII | Warnv3 | transformed | Chain |
| Jul 15, 2026 at 8:37 AMWeek 6 | P. NakamuraRetail & Branch Ops | promptClaude.ai (personal) | Account Numbers | Monitorv3 | — | Chain |
Showing 101–125 of 213 · page 5 of 9⇤ First← PreviousNext →Last ⇥