AI Use Case Intake & Triage
Record the purpose, owner, users, system, and initial review path for a proposed use.
A PRACTICAL OPERATING MODEL FOR GOVERNED AI
Move from AI principles to decisions your team can document.
Epoch Governance Playbook brings the EIOSIS operating standard, UAIRES regulatory foundation, implementation guidance, and eight original templates into one working system.
WHAT THE PLAYBOOK HELPS YOU DO
Build a governance program that has owners, records, and a rhythm.
UAIRES preserves the external regulatory foundation. EIOSIS defines the operating standard. The Playbook translates both into decisions, controls, evidence, and recurring work.
The narrative explains what needs to be decided, why it matters, and how to carry the decision into the work. The templates give your team a structured starting point for capturing that work in its own systems and records.
EIGHT ORIGINAL GOVERNANCE TEMPLATES
A working record for each part of the lifecycle.
Use the templates as starting points and adapt them to your organization’s governance, records, and approval processes.
Business Impact Assessment
Describe affected people, decisions, impact, and the context for an AI use.
Decision Rights & Accountability Matrix
Make decision authority, review responsibilities, and escalation paths explicit.
Data & Control Dependency Map
Trace critical data sources, controls, system dependencies, and evidence locations.
Vendor & Model Risk Scorecard
Structure review of third-party, model, and service dependencies.
Governance UAT & Evidence Plan
Plan tests, acceptance criteria, evidence capture, and accountable sign-off.
Incident, Drift & Override Playbook
Define response triggers, intervention authority, fallback, and recovery records.
Governance Operating Rhythm
Set recurring reviews, agendas, measures, action tracking, and next decisions.
WHY IT’S USEFUL
Apply governance at the moments that matter.
Before approving a new use
Capture purpose, affected workflow, accountable owner, impact, and the evidence needed for a decision.
When a vendor enters the workflow
Identify dependencies, review responsibilities, contractual questions, restrictions, and the records to retain.
When a system or its context changes
Set review triggers for material changes, incidents, performance concerns, or shifts in the rules that apply.
MORTGAGE AND REGULATED WORK
Grounded in the decisions lenders already manage.
Examples and prompts connect governance practices to common lending and servicing contexts, while leaving each organization responsible for determining which requirements apply to it.
Decision support
Identify where AI can influence borrower-facing or credit-related workflow decisions.
Operational change
Record oversight for systems used in communications, case routing, and service operations.
Third-party use
Organize ownership, documentation, controls, and review for vendor-supported AI.
WHAT’S INCLUDED
The governance foundation, operating guidance, templates, and a year of updates.
EIOSIS + UAIRES
The operating standard and regulatory foundation are incorporated into the sold Playbook as one connected governance reference.
Eight original templates
Structured documents for intake, impact, decision rights, dependencies, vendor risk, testing, incidents, and review cadence.
Update notices
Quarterly email updates and notices when material changes are identified during the 12-month term. Published editions include a version history.
The annual term provides access to the current edition and update notices for 12 months from purchase. It automatically renews annually at $369 unless canceled. Renewal terms are shown at checkout. Updates are provided as published; this is not continuous legal or regulatory monitoring.
Start with a repeatable way to do the work.
Epoch Governance Playbook · $369 USD per year · Book, eight templates, and update notices.
The Playbook is operational guidance. It is not legal advice, regulatory approval, or certification. It does not include software platform access, team-wide licensing, or shared-repository distribution.