# Trust and records worksheet

Case-study evidence worksheet. Leave unknowns blank or explicitly unknown. No customer records are included.

## The decision and the source

- Business question and decision: [ ]
- Entity / order / document identifier and matching method: [ ]
- Source type: internal record / official public reference / authorized company document / counterparty statement: [ ]
- Issuer, original source link or document reference: [ ]
- Actual access method: manual lookup / supplied document / upload / demonstrated integration: [ ]
- Retrieved at, period covered, and last updated: [ ]
- Exact field or statement being checked, including its definition: [ ]
- Compared internal record and date: [ ]
- Confirmed fact and supporting evidence: [ ]
- Discrepancy, missing information, or alternative explanation: [ ]
- What this source does not establish: [ ]

## The AI step and the team

- AI extraction, comparison, or preparation actually demonstrated: [ ]
- Who checks the answer and how: [ ]
- Who can see the information and act on it: [ ]
- Correction or exception example: [ ]
- Decision taken and result in the working record: [ ]
- Next check and accountable role: [ ]

## Case-study wording

- Proposed claim, scope, and date: [ ]
- Status: proposed / observed / attributed experience / measured / unresolved: [ ]
- Strongest wording supported by the evidence: [ ]

Official registration facts are evidence for the fields checked. Keep any wider commercial, operational, or compliance conclusion separate and supported in its own right.