Shared finance AI foundation
Project Description: Configure one approved AI product with shared access controls, document retrieval, logging and evaluation. Finance applications reuse these services; application teams supply their own content, data mappings and workflow tests, while central owners maintain the shared setup.
Implementation effort
128–456staff hours total
Current workload
—staff hours / month
Net time saved
—staff hours / month
Project difficulty
Moderate
Implementation work
Set access rules and ownership24–72h
- Agree permitted actions and two role boundaries for one approved AI product.
- Assign ownership and escalation for shared services, evaluation results and incidents.
Connect identity and shared sources24–80h
- Connect one identity provider and the source-access services supported by the selected product.
- Verify role filters and logging inputs before applications use the shared services.
Configure shared retrieval, tracing and evaluation32–128h
- Configure reusable permission checks and response tracing using the vendor's hosting and model services.
- Set up shared evaluation tooling; keep application-specific content, mappings and tests in their own projects.
Test permissions and failure handling32–112h
- Run 30 shared evaluation cases covering restricted access, escalation and failures.
- Correct shared configuration defects and retest before handing services to application owners.
Hand over operations and change control16–64h
- Assign support and incident owners; document how shared configuration changes are approved.
- Train application owners to use the shared services and report failures.
Ongoing work
Maintain shared services and governance24–96h / yr
- Review shared access, incidents, logging and capacity; maintain support ownership and approved configuration.
- Rerun shared regression checks after product or configuration changes. Application-specific review and upkeep stay with each application.
Further projects
- Reuse the approved shared services when adding finance AI applications.
- Expand source coverage or access roles with additional permission and regression tests.