AI pilot claims · approval log · buyer-safe

AI pilot external claim approval log template.

A practical register for teams preparing AI pilot website copy, sales decks, investor updates or board material. It forces every ROI, safety, accuracy, compliance and production-readiness claim to show evidence, owner approval and unresolved adviser questions before anything goes public.

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Truth boundary

This is a buyer-education and approval-log template, not a real customer case study, testimonial, audit, certification, safety proof, compliance proof, ROI proof, ranking claim, lead, customer or revenue evidence. It does not provide legal, privacy, security, clinical or financial advice. No outreach was sent.

What the log prevents

Unsupported public claims

Stops “safe”, “compliant”, “autonomous”, “production-ready”, “X% savings” or “guaranteed ROI” language from leaving drafts without approved evidence.

Ownerless evidence

Assigns business, product, finance, security, privacy and legal/compliance owners before claims enter decks, websites or outbound material.

Board-review confusion

Separates approved wording, internal-only wording, adviser-needed questions and rejected claims into one decision trail.

Approval log fields

FieldWhat to captureOwnerApprove only whenStop/escalate signal
Claim textThe exact sentence proposed for website, sales, investor, board or partner material.Marketing/commercial ownerLanguage is specific, dated and tied to evidence.Broad terms like guaranteed, compliant, safe, certified, autonomous or proven without qualifier.
Claim categoryROI, cost, accuracy, safety, privacy, compliance, security, uptime, user impact, production readiness or customer outcome.Business ownerCategory risk is understood and the right reviewer is named.Regulated, clinical, financial, legal or personal-data impact with no adviser queue.
Evidence sourceTest result, sampled review, finance report, incident log, pilot metric, red-team note or approved policy excerpt.Evidence ownerSource is accessible, dated, versioned and repeatable enough for the claim.Evidence is anecdotal, unavailable, unverifiable or from a different use case.
Scope boundaryPopulation, geography, workflow, timeframe, model/version, dataset and environment covered by the evidence.Product/AI ownerPublic wording does not exceed the tested scope.Production, all users, all regions or all workflows implied from a narrow pilot.
Adviser questionsLegal, privacy, security, clinical, finance or compliance questions that must be answered before external use.Accountable executiveQuestions are answered or claim remains internal-only.Adviser-needed item marked approved without reviewer evidence.
Approved wordingThe final public-safe wording, caveats, date, approver and expiry/review date.ApproverAll evidence and boundaries are clear in the final wording.Claim copied into public material before approval or after expiry.

How AICS uses this log

  1. Review proposed AI pilot claims before website, sales, investor or board reuse.
  2. Map every claim to evidence owners, source documents and scope boundaries.
  3. Move unsupported language into rejected, internal-only or adviser-needed status.
  4. Produce a clean approval trail for the board risk register and production go/no-go decision.

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