AI governance checklists — free, by regime

AI governance for financial services isn't one rulebook — it's five or six overlapping ones depending on where you operate and what you do. Each checklist below maps one regime to what an examiner or validator actually expects to see, not a summary of the regulation. All free, all print to PDF, no account required.

United States · Banking
SR 11-7 GenAI Documentation Checklist

24 items across development, validation, monitoring and governance for GenAI/LLM tools at Fed- and OCC-supervised banks.

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European Union · Credit, Insurance, Fraud
EU AI Act Financial Services Readiness Checklist

High-risk credit scoring, underwriting, and fraud AI — deadline extended to December 2, 2027, but the documentation bar didn't drop. 24 items mapped to Annex III/IV.

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United States · Insurance
NAIC AI Model Bulletin Checklist

Adopted in 25+ states with a formal examiner evaluation tool rolling out — governance, testing, and third-party oversight for insurers.

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United Kingdom · Banking
UK PRA SS1/23 Model Risk Management Checklist

The Bank of England's SR 11-7 equivalent — 5 principles, AI-specific explainability, data provenance, and fairness evidence.

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United States · Consumer Credit
CFPB Adverse Action Checklist for AI Credit Models

CFPB Circular 2026-03: "black box" is not a defense — what ECOA/Reg B actually requires for AI-driven credit denials.

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All jurisdictions · AI Agents / MCP
Agentic AI Governance Checklist

Agent identity, authorization, and audit trail — what's distinct about governing an AI agent, not a model. From Singapore's IMDA framework and NIST's Agent Standards Initiative.

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