For community banks and credit unions.

Check AI use and the evidence still missing.

Answer eight scoping questions. Check the records that fit. Keep the summary on this device until you choose to share.

Check AI use, then the matching records

Preparation aid, not an exam result. A Yes identifies activity, not accepted evidence. Record status is a separate choice.

Work stays on this page. No answers are counted, saved automatically or sent. Attach a summary only if you choose.

Check the records Tier one AI use

Save and reopen this record check

JSON retains these fixed choices. Reopening requires a new summary and does not restore review acceptance.

Open a record-check JSON file, up to 64 KB

Institution charter

Does the institution use AI in products, services, operations or internal support? Yes No Not sure

Has the institution identified the AI systems and uses it currently has? Yes No Not sure

Does AI face customers or support or influence decisions? Yes No Not sure

Does the institution rely on vendors or external platforms for AI? Yes No Not sure

Has the institution checked products for embedded AI and asked vendors about it? Yes No Not sure

Does the institution use generative AI or language models? Yes No Not sure

Does the institution separate AI uses by risk, impact or review needs? Yes No Not sure

Does sensitive or confidential information pass through AI tools or services? Yes No Not sure

Can a generative AI tool take actions as an agent? Yes No Not sure

GE-8 covers action limits, human checkpoints, logs, reversal and the ability to restrict or halt.

Review the agent evidence

Record checklist

The fix order puts open questions first, then baseline governance and inventory records, then other requests. This is a local preparation order.

On hand means a record exists. It does not mean anyone inspected or accepted the record. Confirm exclusions with the reviewer.

Your preparation summary

Summary to select and copy

Continue with this checklist in the AI register. Only these choices move on this device. Enter uses, evidence and review findings yourself. No source is accepted.

Attach only this summary to my inquiry draft.Request a call about these gaps

The inquiry still requires its own Attach choice. A request does not hold a call time.

Prepare a tier for one AI use

Choose each factor rating from the optional CSBS worksheet. The highest factor sets the preliminary tier, not an institution approval.

Open the official tiering worksheet. Suggested controls stack by tier. Your institution assigns and approves its final tier.

Consumer impactHuman oversightHarm from errors or outagesData sensitivity

Source: Core Examiner Guide, pages 3, 4 and 7. Checked October 16, 2026.

Read all 19 possible requests. The matching checklist is a local preparation mapping, not an agency scoring rule.

Earlier saved checks and eight-record workflow

Preparation aid, not an exam result

Choose Current record only when an up-to-date record exists. This self-check does not inspect sources or judge whether evidence is sufficient.

Save and reopen a check on this device

Download the JSON file after preparing a summary. Reopen that file to restore the eight selections and prepare a fresh summary.

Files stay on your device. This check has no automatic storage or upload. Keep client and account data out of the file.

Open a saved readiness JSON file

Institution charter

Where does AI support your institution? Current record Partly Not yet

Which AI tools and uses have owners? Current record Partly Not yet

Does AI face customers or influence decisions? Current record Partly Not yet

Which AI capabilities come from vendors? Current record Partly Not yet

Where is AI embedded in vendor products? Current record Partly Not yet

Which generative AI tools are in use? Current record Partly Not yet

How does your institution separate uses by risk? Current record Partly Not yet

What sensitive information passes through AI? Current record Partly Not yet

Your record summary

Exports report your selections. Owner, due date, reviewer and institution decision fields stay blank.

Turn the checklist into working records

Open the AI register with these eight selections as a local checklist. Enter uses, answers and evidence references yourself.

Continue with the AI register

Only fixed selections move between these pages. No evidence is accepted and nothing is sent to the inquiry.

Attach only this summary to my inquiry draft.Continue with my summary

Compare an earlier saved check

Open an earlier readiness JSON file to compare with your current selections. Both checks stay on this device.

Earlier readiness JSON, up to 32 KB

Prepare a current summary, then choose an earlier saved check.

Changes in reported records do not show source changes, closed findings or institution approval.

Owner, reviewer and institution decision fields stay blank. Keep the original check files to reopen selections later.