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

K. Osei — paste to M365 Copilot

Jun 16, 2026 at 4:57 PM · Week 2 · event edd2dd51-3161-4f36-a2c3-f9c9c552e0d3
Actor
K. Osei — Portfolio 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

Summarize the credit file for loan CL-2026-03265 — borrower Camille Pemberton, guarantor on the Hocking-Hills Manufacturing 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 classOffsetsProofDetector
Loan Files35–48pattern match — a shape, not a proofpat-loan
Member PII60–77pattern match — a shape, not a proofcmb-member-pii
Decision
Monitor under policy v1, in force from Jun 8, 2026.The cells that decided it, for the Lending role group: Loan Files — Monitor; Member PII — Monitor.
Transform
No transform ran. The content was decided and left as it was.
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
No coaching outcome: the mode did not put a card in front of anybody.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 Jun 16, 2026 at 4:57 PMK. Osei (Portfolio manager, Commercial Lending) — paste to M365 Copilot.
  2. classified Jun 16, 2026 at 4:57 PM2 spans in loan_files, member_pii; proof recorded on each span.
  3. decided Jun 16, 2026 at 4:57 PMmonitor under policy v1, from the loan_files cell for the lending role group.
  4. submitted Jun 16, 2026 at 4:57 PMSubmitted to M365 Copilot as typed.

The same chain in JSON: /api/v1/events?id=edd2dd51…

← Back to the filtered log

Events · the log itself

2,182 events across the pilot

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
ClearOpen the spreading-workbook chain
Who sent them — 24 people across 2,182 events
N. OyelaranCredit Administration243A. BergströmCredit Administration242H. DelacroixCredit Administration240D. WhitfieldCommercial Lending148M. RamaswamyCommercial Lending138R. OkaforCommercial Lending136J. KowalczykRetail & Branch Ops135K. OseiCommercial Lending134

The 8 people carrying the most of this filter, of 24. Narrow the Person control above to read one of them alone.

WhenWhoChannel · destinationClassesDecisionOutcome
Jun 17, 2026 at 10:54 AMWeek 2S. AdeyemiRetail & Branch OpspasteChatGPT (personal)SSN / Tax IDMonitorv1—Chain
Jun 17, 2026 at 10:17 AMWeek 2T. BeaulieuCommercial LendingpromptMicrosoft Copilot (consumer)Loan FilesMonitorv1—Chain
Jun 17, 2026 at 10:15 AMWeek 2M. RamaswamyCommercial LendinguploadClaude.ai (personal)Loan Files, Member PIIMonitorv1—Chain
Jun 17, 2026 at 10:06 AMWeek 2N. OyelaranCredit AdministrationpromptChatGPT (personal)Member PIIMonitorv1—Chain
Jun 17, 2026 at 9:57 AMWeek 2M. RamaswamyCommercial LendingpasteChatGPT (personal)Loan Files, Member PIIMonitorv1—Chain
Jun 17, 2026 at 9:38 AMWeek 2L. TranRetail & Branch OpspasteClaude.ai (personal)Member PIIMonitorv1—Chain
Jun 17, 2026 at 9:26 AMWeek 2L. TranRetail & Branch OpspasteClaude.ai (personal)Account NumbersMonitorv1—Chain
Jun 17, 2026 at 8:36 AMWeek 2I. QuinteroRetail & Branch OpspromptGemini AdvancedAccount Numbers, Member PIIMonitorv1—Chain
Jun 17, 2026 at 8:22 AMWeek 2R. OkaforCommercial LendingpromptClaude.ai (personal)Member PIIMonitorv1—Chain
Jun 17, 2026 at 8:10 AMWeek 2A. BergströmCredit AdministrationpasteChatGPT (personal)Loan Files, Member PIIMonitorv1—Chain
Jun 16, 2026 at 5:51 PMWeek 2D. WhitfieldCommercial LendingpromptChatGPT (personal)Member PII, SSN / Tax ID, Account NumbersMonitorv1—Chain
Jun 16, 2026 at 5:49 PMWeek 2E. LindqvistFinancepasteMicrosoft Copilot (consumer)Account NumbersMonitorv1—Chain
Jun 16, 2026 at 5:48 PMWeek 2E. LindqvistFinancepasteChatGPT (personal)Account NumbersMonitorv1—Chain
Jun 16, 2026 at 5:44 PMWeek 2R. OkaforCommercial LendingpasteChatGPT (personal)Loan Files, Member PIIMonitorv1—Chain
Jun 16, 2026 at 5:26 PMWeek 2J. KowalczykRetail & Branch OpspromptGemini AdvancedAPI Keys / CredsMonitorv1—Chain
Jun 16, 2026 at 5:15 PMWeek 2N. OyelaranCredit AdministrationuploadClaude.ai (personal)Credit Memos, Member PIIMonitorv1—Chain
Jun 16, 2026 at 4:57 PMWeek 2K. OseiCommercial LendingpasteM365 CopilotLoan Files, Member PIIMonitorv1—Chain
Jun 16, 2026 at 4:51 PMWeek 2E. LindqvistFinancepromptM365 CopilotAccount NumbersMonitorv1—Chain
Jun 16, 2026 at 4:39 PMWeek 2A. BergströmCredit AdministrationpasteGemini AdvancedLoan Files, Member PIIMonitorv1—Chain
Jun 16, 2026 at 4:10 PMWeek 2C. FerranteFinancepromptClaude.ai (personal)Account NumbersMonitorv1—Chain
Jun 16, 2026 at 4:04 PMWeek 2T. BeaulieuCommercial LendinguploadClaude.ai (personal)Credit Memos, Member PIIMonitorv1—Chain
Jun 16, 2026 at 3:23 PMWeek 2N. OyelaranCredit AdministrationpasteM365 CopilotMember PIIMonitorv1—Chain
Jun 16, 2026 at 3:11 PMWeek 2A. BergströmCredit AdministrationpromptChatGPT (personal)Loan Files, Member PIIMonitorv1—Chain
Jun 16, 2026 at 2:55 PMWeek 2K. OseiCommercial LendingpromptChatGPT (personal)Loan Files, Member PIIMonitorv1—Chain
Jun 16, 2026 at 2:21 PMWeek 2P. NakamuraRetail & Branch OpspromptGemini AdvancedAccount Numbers, Member PIIMonitorv1—Chain
Showing 1,926–1,950 of 2,182 · page 78 of 88⇤ First← PreviousNext →Last ⇥