Data boundaries
Give each agent the context it needs.
Start with a clear map of what information enters the workflow, where it goes and who may use it.
Map the information flow
Identify the sources an agent can read, the systems it can write to and the people who can see its outputs. Include documents, device events, business records and any information a user adds during the process.
Scope each connection
A connection should serve a defined purpose. Review permissions at the source, separate read and write access, and avoid giving an agent broad access simply because it is technically possible.
Know where processing happens
Model services, storage, integrations and operational systems may have different boundaries. Decide which are suitable for the information involved before using real organisational data in a pilot.
Plan the lifecycle
- Agree what information the workflow needs and what it should exclude.
- Identify the owner of each source and connection.
- Define retention and deletion requirements with the responsible team.
- Decide which events need an operational record.
- Review access when a workflow changes or is retired.
Validate with representative data
Test that the workflow can find the information it is allowed to use, and cannot rely on information outside that scope. Include missing records and access failures in the evaluation.
These questions guide solution design. The specific data handling and deployment terms for an engagement are agreed with the organisation concerned.