Practise banking-service tasks without real customer data

Interview preparation should not create a new privacy risk. You can demonstrate careful record-keeping using invented cases and an explanation of what belongs only in authorised systems.

Choose minimal practice fields

Use a fictional case label, issue category, next action and owner. A public portfolio does not need a customer name, number, address, balance or document image. Avoid copying a previous employer’s spreadsheet even if you intend to replace a few names.

Separate access from ability

Being able to open a file does not mean you are permitted to reuse or share it. Explain that real records must remain in approved systems with the appropriate access controls. Do not upload customer documents to personal tools for a practice task.

Review before sharing

Check screenshots, hidden spreadsheet columns, comments and file properties for unintended data. Label all examples fictional. If a task requires real information that you are not authorised to use, request a safe alternative rather than improvising an anonymisation claim.

Your practice checklist

• Use entirely fictional cases.
• Inspect hidden data and metadata.
• Keep real records in approved systems.