Study guides / CCAO-F

Quick reference

One condensed cheat-sheet per domain - the tables and rules worth re-reading right before the exam.

Appropriate vs. Inappropriate Use — Quick Test

The test: does a human with real authority review the decision before it takes effect on a person? Not "is this technical" or "does this sound risky."

Appropriate (human-in-the-loop)Inappropriate (fully autonomous)
Claude summarizes resumes + flags for a recruiter who decidesClaude auto-rejects applicants below a score threshold, no review
Claude flags suspicious transactions for an analyst to approve/deny/escalateClaude approves/denies loans end-to-end, no analyst review
Reviewer has authority + context to overrule Claude, before the decision takes effectSupervisor spot-checks 5% of notices already sent (after the fact)

Ethical Implications: Fairness & Transparency

Adding a human reviewer doesn't automatically make a use case ethically sound. Two more things matter:

Console Roles at a Glance

RoleGrantsExcludes
Claude Code UserWorkbench, org's Claude Code workspace (build/experiment)API key management, webhook configuration
BillingPayment methods, org-wide usage/cost monitoringWorkbench, Claude Code workspace, API keys, webhooks

Match the role to the described job need, not the job title — two people with the same title at different companies can need different roles.

Least Privilege & Blast Radius

Least privilege: grant the minimum access a job actually requires, no more. Blast radius: the damage a mistake or compromised account can cause is bounded by what its role permits.

Project Sharing: Bulk vs. Scoped

Enterprise admins can bulk-add an entire department to a Project in one action — a real, built-in Team/Enterprise feature, not a workaround like a shared login.

A feature being available isn't the same as it being the policy-compliant choice. Whether to use it depends on the Project's sensitivity and the org's own AI governance policy.

Project sensitivitySharing approach
Low sensitivity, wide legitimate need (e.g. help-center drafting)Bulk department sharing is reasonable
Sensitive (draft contracts, unreleased pricing, personnel data)Restrict to the roles/groups the policy names (e.g. Sales leadership + Legal); no bulk add

Data Residency: Inference vs. Storage

ControlScopeExample requirement
Inference locationPer-request — where one request's model computation runsEU customer needs one request's inference on US infra; storage stays unchanged
Storage location (data at rest)Org/workspace-wide, standing configBlanket rule: all customer data stored within a specific region

Classification comes first. Determine data sensitivity before applying either control — some data needs exclusion or special handling regardless of residency setting. De-identification reduces risk but doesn't remove the need to classify.

Trap: a scenario that says storage should stay unchanged is pointing you at the inference control, not an org-wide storage setting (and vice versa).

Activity Feed vs. Transparency Hub — Who's It For?

CapabilityRecords / publishesAudienceRetention
Activity FeedAn org's own admin + usage activityThat org's compliance/audit team6 years
Transparency HubAnthropic's own safety-practice & enforcement reportsGeneral publicPeriodic public reports

Multi-year lookback for compliance or incident review → Activity Feed, not a standard usage dashboard (which only covers recent activity) and not the Transparency Hub (which is Anthropic's own public reporting, not your org's internal log).