The decision
Define the permitted message content and field mapping explicitly. Review the rendered output using fictional examples before enabling an external communication path.
Rehearse this before accepting the change
Populate a fictional internal-only note and inspect the external message preview.
Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.
Choose a useful measure
Count prohibited fields reaching a test output.
Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.
Your planning worksheet
Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.
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Further reading
These primary sources provide additional context for the project decisions above.
Related decisions
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