Handling Confidential Information: Security Basics When Using AI at Work

AI Navigate Original / 5/16/2026

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Key Points

  • AI input is sent to servers; confidential input ignoring rules/contracts/law causes serious incidents
  • Don't input: customer/unpublished contracts/financial/HR/unpublished specs/IP/credentials/health info
  • 3 checks: training-use terms (differ by plan—check official) / internal rules / law & NDA
  • Mindsets: mask, abstract, approved tools, training-off, logs; on an incident report immediately and preserve history

Using AI at Work = Side by Side with Confidential-Info Risk

When you ask AI, what you input is sent to a server. Inputting confidential information while ignoring internal rules/contracts/law leads directly to serious incidents like leakage or violation. First, the minimum security to hold.

Information You Must Not Input (Typical Examples)

  • Customer info (name, address, phone, email)
  • Unpublished contracts/pricing with partners
  • Unpublished financial data/management metrics
  • Employees' personal info/HR evaluations
  • Unpublished product/technical specs
  • Intellectual property (pre-patent ideas)
  • Passwords/API keys/tokens
  • Medical/health info (personally identifiable)

3 Confirmation Points

1. Terms of Service / Data Policy

Always confirm whether the AI "uses / doesn't use" input data for training (conditions differ by service/plan and can change—check the latest on official pages). General tendencies:

  • Paid individual (ChatGPT Plus, Claude Pro, etc.): may be used for training; often can be turned off in settings
  • Team / Enterprise / business: "not used for training" is standard
  • API use: generally not used for training (major providers)

2. Internal Rules

  • Confirm the company's AI-use policy (many companies already have one)
  • Confirm the approved AI-tool list
  • Rules by confidentiality tier (e.g., "confidential is AI-prohibited")

3. Law / Contracts

  • Personal-information protection law: sending personal info to overseas servers = handle as cross-border transfer
  • GDPR: EU-resident data is especially strict
  • NDA: putting partner data into AI is almost a violation
  • Industry regulation: finance/medical are especially strict

5 Practical Mindsets

  1. Masking: replace names/company/amount with "Company A" "Mr. X" "amount N" before inputting
  2. Ask abstractly: generalize "our XX" to "generally IT companies"
  3. Limit to approved tools: use company-approved tools (business plans, internal AI)
  4. Confirm training-off: turn on "don't use for training" in settings
  5. Keep logs: record what you input (needed for cause analysis on incidents)

Surprising Pitfalls

  • Pasting minutes: confirm no partner info is mixed in
  • Screenshots: watch for incidental capture (email addresses, screen notifications)
  • CSV files: whether columns contain personal info
  • Chat pastes: DM content is basically confidential

When an Incident Occurs

  1. Immediately report to your superior/information-security department
  2. Preserve the conversation history without deleting
  3. Consider a data-deletion request to the AI tool
  4. Consider contacting affected parties (customers/partners)

Summary

Confidential-info incidents usually start from a "careless paste." Just the minimal set—concretely decide what not to input, mask it, use approved tools, confirm training-off—greatly lowers risk. Organization-wide AI governance is covered in detail in the later "Adopt in the Organization" chapter.