Confidentiality and Access for a China AI Immersion
Prepare confidentiality rules for China AI visits: recording permissions, approved questions, redacted documents and post-meeting circulation.
Useful access depends on agreeing what can be discussed, recorded and circulated before the meeting. A visit confirmation does not grant permission to photograph a production line, quote an employee or reproduce a customer document. Build those decisions into the agenda and give delegates a practical alternative when evidence cannot leave the room.
What to evaluate
Information classes
Define public, shareable, confidential, personal and restricted material.
Meeting protocol
Agree attendance, recording, photography, note-taking, attribution and interpretation.
Data handling
Control devices, transfers, storage, access, retention and deletion.
Relationship boundary
Distinguish introduction, discussion, diligence, pilot and commercial agreement.
Worked evaluation exercise
The following is an illustrative assessment exercise, not a reported customer result.
If a host cannot share a customer incident log, request an anonymised walkthrough with dates and identifiers removed. Record the limits of what was shown and ask the host to confirm any wording intended for a board paper. Keep working notes separate from a circulation-approved summary. Before uploading notes to a transcription or AI service, confirm that the agreed handling rules permit it. Contract terms and cross-border requirements should be checked by the relevant legal teams.
Questions for the operating team
- What may be recorded or attributed?
- Who can access notes after the program?
- Does attendance imply any commercial relationship?
Warning signs
- Recording assumed by default.
- Confidential material shared in group chat.
- Logos used before permission.
Planning the visit
Use these questions to scope an industry-focused China AI program. Agree which records and operating workflows can be examined before confirming meetings; host participation and access require confirmation. Our research method explains how we structure the brief and follow-up.
References and scope
These references provide policy or risk-management context. They do not independently verify a host's performance or the illustrative exercise above.