Data Privacy & AI Governance Checklist
Scaling personalization with GenAI involves handling a lot of customer data and automated content – so careful
governance is essential. Use this checklist to ensure your personalization efforts remain safe, compliant, and trustworthy:
Customer Data Privacy: Only use customer data in AI prompts that are allowed under your privacy policy and regulations. Do not expose personal data (e.g., names, emails, or specific purchase history) to public AI models without consent. Whenever possible, use anonymized identifiers or summary statistics (e.g. “Customer is a frequent buyer of category X” instead of “John bought three TVs”). For sensitive data, leverage encryption or tokenization – or use an on-premises LLM where data never leaves your environment. Compliance with Laws and Policies: Ensure your use of AI in personalization complies with GDPR, CCPA, and any industry- specific regulations. This includes giving customers proper notice and opt-out options for AI-driven personalization. Check whether your organization’s AI policy requires model output reviews for fairness or bias – e.g., ensuring AI-generated offers do not inadvertently discriminate against protected groups. If your company has an AI ethics board or review process, involve them early when designing your personalization system. Security of Data and Models: Treat AI systems as you would any other component that handles customer data – securely. Limit who can input customer information into prompts or systems by using role-based access controls. Use secured APIs and endpoints for integration. If using third-party AI services, sign a Data Processing Agreement (DPA) and understand how your data is stored and used. Favor vendors that offer enterprise-grade instances with no data sharing. Monitor for any unusual AI behavior that could signal a breach or misuses (rare, but worth watching). Content Quality and Brand Safety: Establish guidelines for AI-generated personalized content. Set up a review process – at least initially – to vet the types of messages or images the AI creates. Ensure they meet your brand standards and do not contain inappropriate or sensitive materials. It’s wise to have a human review a sample of automated outputs regularly. Also, use filters – many AI tools let you block specific words or topics – to prevent off-brand or harmful content from reaching customers.
GenAI Quick-Win Playbook for Personalization
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