Access control
Role-based access and project-level boundaries keep borrower files limited to authorized teams.
§ Security
CORE handles borrower documents, financials, generated credit work, and analyst decisions. Security has to support diligence, access control, and traceability from day one.
CORE is designed around tenant isolation, role-based access, audit logging, encrypted data paths, and security documentation that can be reviewed during diligence.
Procurement-ready summary§ Controls
Role-based access and project-level boundaries keep borrower files limited to authorized teams.
System actions, analyst decisions, and generated outputs create durable history.
Security questionnaires, architecture summaries, and data handling details can be provided during review.
§ Fit
The first security conversation should make the platform boundaries and diligence materials clear.
Tenant and project isolation
Authentication and role-based permissions
Encryption in transit and at rest
Audit logging and event history
Vendor diligence documentation
§ Path
Start with posture, data flow, and deployment model.
CORE responds to vendor/security questionnaires as part of procurement.
Review access, audit, AI governance, and data-handling requirements before launch.
§ Next Step
Bring procurement into the workflow conversation before implementation scope is locked.