Workspace and role checks
Contract, policy, evidence and integration operations use workspace scope and role checks. Confirm the deployed membership, approval and support-access configuration with your team.
Trust, security and customer control
Know what supports every governed action.
Inspect the evidence, policy and accountable reviews behind a contractual exception. Separate what was accepted then from what is supported now, and review the deployment controls your team needs before live use.
- Defined request
- Actor · Entity · Document set · Destination
- Current decision basis
- Policy · Evidence · Functional approvals
- Recorded outcome
- Authority decision · Execution attempt · Delivery result
The operating boundary
Approval is not delivery.
Live vendor responses require human approval and a fresh check of current authority, exact content and destination. A permit or wording approval alone is not permission to send.
Continuing assurance · Pilot validation
Historical acceptance is not current authority.
In a scoped pilot, inspect which recorded decisions relied on a particular assurance report and see their historical acceptance separately from current review requirements. Missing records remain visible; no matches do not prove there is no impact.
A reviewed assurance basis identifies the contractual condition and evidence your teams agreed to rely on. A later change can require fresh evidence or decisions without rewriting that history. Unreviewed suggestions and incomplete records remain explicit.
Supported decision checks can be reproduced from retained inputs during evaluation. This is not a promise to rerun every historical negotiation, prove the truth of a supplier report or recreate missing approvals.
Continuing-assurance workflows require a separately agreed pilot, reviewed contractual scope, approved policy, evidence and authorised reviewers. The supported action is a new internal assurance acceptance—not renewal, signing, supplier operations or control of actions taken outside DataHalt.
Explore the scoped resolution workflowCustomer-control evidence · Separately scoped pilot
Inspect the evidence. Independently assess the control.
Independent customer reviewers can record separate design and sampled operating assessments, inspect supported prevented-action records and assign follow-ups. A recorded testing judgement is not proof of operational effectiveness or an auditor’s acceptance of the evidence.
- 01 / Design
Review the agreed control
Identify the customer-owned objective, scope, accountable owner and testing procedure. A control reference or framework label does not establish compliance.
- 02 / Operation
Test recorded cases separately
Have an independent customer reviewer assess the sampled work and its limitations. Inspect relevant findings, corrective support and supported refused actions. An empty refusal history does not prove every attempt was observed.
- 03 / Evidence
Keep coverage and uncertainty visible
Review scoped exports and retained decision checks. Supported assurance checks can be reproduced from retained inputs; negotiation replay is limited to recorded decision selection, not a complete historical policy or AI rerun. Missing records are not recreated.
Customer-control alignment, testing evidence and GRC exchanges require a separately agreed pilot and customer-specific validation. DataHalt does not certify compliance or establish control effectiveness. Customer operational acceptance and production reliability require separate proof.
Review the customer-specific exchangeFor your Security, Privacy and Legal reviewers
Clear controls. Explicit questions to validate.
Expand the area your team owns. Product controls describe the implementation; deployment choices and independent evidence still need review.
Access and workspace scopeReview who can see, decide and act.
Scoped functional decisions
Agree which functions must decide, who may act and the limits of their authority. Validate the approval path in the pilot; a department label or administrator role alone does not confer approval rights.
Identity setup
Confirm the identity provider, sign-in options, SSO scope and user lifecycle required by your deployment. SCIM is not presented as a standard capability.
People, agents and context sources
Registered agents have scoped credentials and grants. Trusted risk sources supply customer-approved facts. Neither a grant nor a source record replaces a current contractual-authority decision.
Contract data and AI processingReview the data boundary before live use.
Model requests and response caching
Contract-bound AI requests bypass the shared response cache and request non-persistent model storage. That request setting is not a provider zero-retention guarantee: provider terms, retention and processing region must be confirmed separately.
Recorded AI provenance
Recorded AI-assisted runs retain available model, provider and usage metadata. Supported round processing carries that provenance into the authority record and reconstruction report. Missing metadata remains explicit; this is not a promise of complete prompt-level reconstruction or identical model outputs.
Residency, sensitivity and encryption
Agree the permitted data categories, processing region, storage and encryption requirements. Configured regulated-data admission controls can hold processing when required controls are not verified.
Retention and legal hold
Retention review and legal-hold workflows support the customer’s operating policy. Destruction, backup retention and restoration require a separately evidenced process; they are not an unattended deletion promise.
Decision integrity and executionInspect the basis for each governed action.
Versioned authority records
Export a readable report and machine-readable record of the original decision and later action status. Test what happens when supplier circumstances, evidence or approval rights change after review. Validate that the response stays held until its current requirements are resolved.
Rule, source and coverage references
Inspect the documents, policy, evidence and decisions behind each pilot outcome. Validate that missing, outdated, conflicting or unverified information is made clear. Missing historical information remains missing.
Content and destination binding
The external-action gateway checks the prepared payload and destination and prevents a consumed action from being replayed as a new send. Supported paths retain attempt and outcome records.
Supported action scope
Governed negotiation responses are the initial execution scope. Position and final-agreement acceptance remain human controlled. Broader lifecycle actions and autonomous signature initiation remain blocked until their dedicated controls exist.
Operations and independent assuranceSeparate implemented controls from evidence to obtain.
Control testing and release evidence
Automated suites exercise workspace isolation, authority checks, stale context and recovery behaviour. During evaluation, agree which dated test results and decision reports your reviewers need. Customer-approved, current evidence and named owners are required before a defined human-approved live path is enabled.
Credentials and connections
Integration and trusted-context credentials use workspace-bound encryption. Tenant permissions, mappings, revocation, source certification and provider behaviour still need validation.
Recovery and incident readiness
Delivery and handoff failures have recovery records. Agree operating owners and test backup restoration, incident response, availability and recovery objectives for the customer deployment.
Providers and external assurance
Confirm the applicable subprocessors, provider commitments and independent assurance with the review team. No SOC 2 report, ISO certification, penetration-test result or regulatory approval is implied by this page.
Product learning and customer isolation
Your history can help your team. It does not become shared authority.
Relevant precedent can come from your workspace’s own history. Cross-customer configuration learning is a separate, optional choice—not permission to pool contract content or change your policy.
Workspace intelligence stays scoped
Contract text, negotiated wording, vendor identities and decision history remain subject to the active workspace and its access controls. A previous concession does not become an approved position.
Participation is off by default
An Owner or Admin can separately opt in or withdraw from configuration learning. This choice is distinct from negotiation-outcome benchmarking.
Structural patterns, not contract text
Eligible learning uses limited structural categories. Contract text, redlines, policy wording, identities and individual thresholds are excluded. Disclosure safeguards restrict which aggregated patterns may be shown; review the details during customer due diligence.
Learning never grants authority
Aggregated patterns cannot publish a playbook, change a fallback, relax evidence requirements or permit a send. Customer policy and decision rights remain the source of authority.
AI-provider processing terms are a separate part of the security review. Optional product learning does not establish a provider’s retention or training commitments.
Review data-processing controlsProve a narrow deployment
A product control is the start of the review—not the end.
Agree one workflow, the permitted data and the people responsible for its operation. Begin with human-approved responses.
- 01
Inspect the product controls
Workspace scope, authority evaluation, evidence conditions, owner decisions and exact-action checks.
- 02
Confirm your configuration
Identity, data handling, retention, storage, mailbox permissions, external sources and any handoff mappings.
- 03
Validate the operating evidence
Provider commitments, independent assurance, recovery tests, support boundaries and customer acceptance of the pilot.
Deployment requirements and commercial scope should agree. Confirm identity, data handling, service commitments and validation work in the customer proposal; a plan label is not independent assurance.
Review the scope of a quoteStart with a reviewable boundary
Bring the questions your team needs answered.
In a 15-minute workflow review, discuss your questions and the evidence your reviewers would need. No contract upload needed for this conversation.
Deployment scope. These workflows are available for pilot validation, not presented as verified live capabilities. Confirm the enabled scope and current release evidence before live use. Examples are illustrative, not customer outcomes or permissions. Live vendor responses require human approval and a fresh check of current authority, exact content and destination. A permit or wording approval alone is not permission to send.