Coming 2026AI Governance
The IDR Principles
A Framework for Defensible AI Use in Regulated Financial Services
By Brandon Veldman, CFA and Stefan Whitwell, CFA
The IDR Principles distill the core argument of the forthcoming book If Done Right into a working framework. They give a regulated firm a concrete way to adopt AI without losing the audit trail, the supervision, or the explainability that the rules require.
The principles move from documentation and chain-of-origin, through screening and approval separation, to versioning and forward-looking stress tests, and finally to the discipline of evolving the framework itself over time.
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