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Finance, Legal & Compliance template

Policy explainer

Policy, examples, FAQs and employee actions, as one link the people you send it to can explore, ask questions in and act on.

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A live example

Built with WZRD from fictional material (Northstar Payments (fictional) policy explainer). Explore it and ask its agent anything.

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What's inside

Explain what a policy requires, why it exists, how it applies in realistic situations, and what each reader needs to do. Keep policy statements traceable to approved documents, audit evidence and relevant financial materials. WZRD AI fills these tabs from your material.

WZRD turns a goal, a file or a website into a room people can explore, ask and act in, with an AI agent that answers by voice and text from your content.

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  • Overview

    What this policy means, At a glance and Source documents

  • Policy

    Policy structure, Requirements and owners and When requirements apply

  • Examples

    How the policy applies, Choose the right next step and Check your understanding

  • Actions & evidence

    Actions for each reader, Audit findings and supporting evidence, Financial context and Record review or acknowledgement

  • Questions

    Common questions and Ask about this policy

  • Its AI agent: Policy guide

    Answer questions in plain language using only the supplied policy, evidence and financial materials, and cite the relevant source where possible. Distinguish facts from assumptions and unresolved issues; do not give legal or financial advice, invent requirements, or present an unapproved interpretation as policy.

    • Who it's for

    • Made by Legal Counsel, Compliance Officer, CFO and Finance Lead
    • For auditors, business stakeholders, executives and board / investors
    • In Enterprise, Fintech, Professional Services and Regulated Industries

    When to use it

    • During planning: a Legal Counsel sends it to the auditors
    • Before approval: a Compliance Officer sends it to the business stakeholders
    • During review: a CFO sends it to the executives
    • During audit / diligence: a Finance Lead sends it to the board / investors
    • Before final decision: a Legal Counsel sends it to the auditors

    What WZRD needs

    • Audit findings + evidence
    • Financials + model
    • Or just a sentence describing it

    Start from this

    Use the template, add your material, then change anything.

    Create a policy explainer for Enterprise during planning, using my audit findings + evidence.
    Use this template

    Questions

    What is a policy explainer in WZRD?+

    Policy, examples, FAQs and employee actions, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Classroom.

    What do I need to make one?+

    Usually audit findings + evidence and financials + model. A sentence describing what you need is enough to start; files, links and notes make it specific.

    Who is it for?+

    It is made by Legal Counsel, Compliance Officer, CFO and Finance Lead, for auditors, business stakeholders, executives and board / investors.

    Can I change it after it's made?+

    Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.

    Can ChatGPT or Claude make it for me?+

    Yes. With WZRD connected, ask for it in your own words, for example: "Create a policy explainer for Enterprise during planning, using my audit findings + evidence." WZRD finds this template and builds the room.

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    Let's make a room

    Describe what it's for or drop in a file. No sign-up needed to start.

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