Start with the workflow
Define the job the AI tool will do and why existing tools or processes are not enough.
Procurement review
AI procurement review for credit unions.
AI procurement review should connect the business need, vendor evidence, data exposure, member impact, controls, and approval conditions before a purchase or pilot moves forward.
Practical framework
Build a record your team can discuss.
Review before rollout
Do not wait until after purchase to document data exposure, users, oversight, and escalation requirements.
Set approval conditions
Tie approval to specific controls, training, limits, monitoring, and review milestones.
CAI workspace
Move from checklist to review packet.
CAI helps credit union teams structure AI vendor intake, evidence gaps, controls, and decision records for internal review.