Step 1: Frame the engagement
Confirm service, owner, data access, criticality, and deadline.
A review-ready vendor assessment with unresolved risks visible
Unify service scope, data access, evidence, prior review history, and contractual terms. The agent maps what is available to the review requirements and sends only unresolved risk to the right owner.
Core evidence is current; subprocessor terms and recovery testing require review.
Current through Q4
Contract comparison open
Owner response requested
Capture service scope, owner, data access, criticality, and review deadline.
Compare current evidence with security, privacy, legal, and procurement needs.
Keep gaps, conditions, owners, approvals, and remaining obligations together.
The path from request to result adapts to the available information, approved actions, and decisions that need review.
Confirm service, owner, data access, criticality, and deadline.
Gather approved questionnaires, attestations, architecture, and terms.
Compare available evidence with the applicable review requirements.
Route missing evidence, risk, and proposed exceptions to owners.
Package findings, decisions, conditions, approvals, and obligations.