"Ask an AI advisor a useful shop question with less private data"
"Source","https://bluefinchadvisors.com/blog/blu-ai-owner-question-privacy-minimum-data"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Question purpose","Minimum needed facts","Sensitive details excluded","Authorized source","Output audience","Reviewer","Missing required fields"
"Compare two expense scenarios","Aggregate costs and assumptions","Bank and customer identifiers","Reviewed financial summary","Owner only","Bookkeeper","None"

"Use this worksheet"
"Use one row for each item described in the article."
"Record the source, unresolved difference and next action before marking an item complete."
"Review the actual business records separately. This worksheet does not connect to accounts or change your records."

"Sources"
"FTC: protecting personal information","https://www.ftc.gov/business-guidance/resources/protecting-personal-information-guide-business"
"NIST: AI Risk Management Framework","https://www.nist.gov/itl/ai-risk-management-framework"