Custom Solution Intake — Review & Processing

A platform-agnostic intake process for custom solutions (AI, automation, analytics, digital products). Capture minimal structured information, automatically route to the right review lane, and generate a worklist of incremental reviews and required artifacts.

Option A: Rapid Triage Option B: Standard Intake Option C: Full Proposal

1) Minimal Intake Form

Answer the questions below. The system recommends a processing option and lists required incremental reviews.

Engagement / initiative name Client / business unit One-sentence description (what is being built?)

Core classification (6 questions)

1) What role does the solution play? 2) How are humans involved? 3) Who runs and operates it? 4) What kind of data is used? 5) What is the operating context? 6) What can it change?

2) Intake result (live)

Recommended option

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Why

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Immediate next actions

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Triggered incremental reviews (auto-derived)

Review	Triggered?	Reason

How routing works

Hard escalation flags force Option C. Otherwise Option B is selected when personal data, provider hosting, regulated contexts, or non-trivial system impact exists. Option A is reserved for bounded, low-risk, client-operated solutions.

3) Processing options (for consideration)

Use these as a menu of rigor levels. The intake engine recommends one.

Option A — Rapid Triage

Goal: fast feasibility + deal hygiene + pattern match.
Best for: client-operated, advice-only, reads-only, non-sensitive.

Target SLA	1–2 business days
Artifacts	Intake form + 1-page summary (auto-generated)
Decision	Pre-cleared or escalate to Option B/C

Option B — Standard Intake

Goal: scoped delta reviews + short Evidence Pack.
Best for: regulated pilots, personal data, limited provider hosting, gated actions.

Target SLA	5 business days to decision
Artifacts	Short Evidence Pack: data map, hosting boundary, oversight model, controls summary
Decision	Proceed with constraints, or escalate to Option C

Option C — Full Proposal

Goal: high assurance for production-grade or provider-run solutions.
Best for: government/critical, managed service, automatic decisions, write/execute in core systems.

Target SLA	2–6+ weeks depending on scope
Artifacts	Full Evidence Pack: architecture, resilience, governance, contracts, runbook, risk acceptance
Decision	Formal approvals + recorded acceptance + operating constraints

Typical workstreams by review

Security/Architecture: boundary, access controls, threat model, logging
Privacy/Data Protection: data roles, DPIA, residency/transfer, retention
AI Governance: autonomy limits, explainability, monitoring/drift, training
Contract/Legal: liability, SLAs, permitted use, audit rights, subcontractors
Ops/Resilience: incident response, change control, DR, support model

Custom Solution Intake — Review & Processing

1) Minimal Intake Form

Core classification (6 questions)

Data follow-ups

Operations follow-ups

2) Intake result (live)

Triggered incremental reviews (auto-derived)