Every answer traces back to the exact line it came from.
You don't have to take our word for it. Everything below runs on a sample risk report - nothing to install, no data to hand over.
SageX is the foundation data layer for enterprise AI: it structures your private unstructured data inside your own cloud, and every answer traces back to the exact source line it came from.
In this live trace, run on a sample "AI Adoption Risk Assessment" for a fictional enterprise (Northbridge Holdings Group), SageX shows its work on every answer:
Third-party risk
- Question: One of our vendors just added an AI feature - has it been reviewed, and what's the exposure? Answer: NimbusDMS, the Group's document platform (a Tier 1 - Critical vendor since 2022), added an AI search and summarization feature that indexes client documents. Its data-retention and model-training terms have not yet been reviewed by Legal. It is rated High, owned by the Third-Party Risk Manager, and tracked "Open - overdue" against a 2026-07-01 target. Source: Risk Register, finding F-AI-105 (also Part VIII, Nimbus Cloud Solutions).
- Question: Has anything gone wrong with an AI tool in the last year? Answer: The report logs 20 incidents and near-misses over the trailing 12 months; none caused a confirmed material data exposure or regulatory notification. The High-severity ones include an analyst pasting proprietary trade data into an external AI research assistant, and NimbusDMS omitting a material clause from a loan-document summary. Source: Incident Log.
Tool governance
- Question: Is any of our client or proprietary data going into an AI tool nobody signed off on? Answer: Yes - three findings. In Capital Markets, an unsanctioned AI research tool (MarketPulse AI) was used with proprietary market data and client mandates; a writing tool (ClauseDraft AI) was used for client-facing drafts; a modeling tool (QuantAssist) was used with portfolio holdings data. All three are rated High and owned by the Group CISO Office. Source: Risk Register, findings F-AI-101, F-AI-102, F-AI-103.
- Question: Do we have one person accountable for approving new AI tools, or is it nobody's job? Answer: Today it is nobody's single job - approval requests are handled ad hoc across four different teams. The report flags this as a High-risk finding (no centralized inventory owner) and the Q3 roadmap proposes appointing a Group AI Governance Lead, an action currently tracked "At Risk." Source: Risk Register, finding F-AI-119; RACI.
Regulatory readiness
- Question: If a regulator asked how we govern AI use today, what would we actually show them? Answer: The report maps the Group against ISO/IEC 42001. Clause 5 (Leadership) is recorded as a Gap - the Group AI Usage Policy is still in draft, in legal review, targeted for Q3 2026 publication. So today you would show a risk register and a policy under review, not a published one. Source: Compliance Alignment, ISO/IEC 42001 - Clause 5.
No made-up answers - each one points to its source.
·
AI Adoption Risk
Sample document
- NimbusDMS AI search indexes client documents
- Retention & model-training terms not yet reviewed by Legal
- High · Open - overdue (due 2026-07-01)
NimbusDMS, the Group's document platform and a Tier 1 - Critical vendor since 2022, added an AI search feature that indexes client documents. Its data-retention and model-training terms have not yet been reviewed by Legal. Rated High, owned by the Third-Party Risk Manager.
- Yes - MarketPulse AI used with proprietary market data & client mandates
- Two more: ClauseDraft AI (client drafts), QuantAssist (portfolio data)
- All High · owned by the Group CISO Office
Yes - three findings. In Capital Markets, an unsanctioned AI research tool (MarketPulse AI) was used with proprietary market data and client mandates; a writing tool (ClauseDraft AI) was used for client-facing drafts; a modeling tool (QuantAssist) was used with portfolio holdings data. All three are rated High and owned by the Group CISO Office.
- ISO/IEC 42001, Clause 5 (Leadership): Gap
- Group AI Usage Policy still in draft (legal review, Q3 2026)
- Today: a risk register + a policy under review, not a published one
The report maps the Group against ISO/IEC 42001. Clause 5 (Leadership) is recorded as a Gap - the Group AI Usage Policy is still in draft, in legal review, targeted for Q3 2026 publication. So today you would show a risk register and a policy under review, not a published one.
- 20 incidents / near-misses in 12 months - none a confirmed material data exposure
- Worst (High): proprietary trade data pasted into an external AI tool
- Also High: NimbusDMS omitted a material clause from a loan summary
The report logs 20 incidents and near-misses over the trailing 12 months; none caused a confirmed material data exposure or regulatory notification. The High-severity ones include an analyst pasting proprietary trade data into an external AI research assistant, and NimbusDMS omitting a material clause from a loan-document summary.
- No single owner - approvals handled ad hoc across four teams
- Flagged High risk: no centralized inventory owner
- Fix proposed (Group AI Governance Lead) - tracked "At Risk"
Today it is nobody's single job - approval requests are handled ad hoc across four different teams. The report flags this as a High-risk finding (no centralized inventory owner), and the Q3 roadmap proposes appointing a Group AI Governance Lead, an action currently tracked "At Risk."
No made-up answers - each one points to its source.
Three words for what you just saw - the ones your review will use.
Each one is the same receipt, shown a different way. Tap "How it works" on any card to watch the mechanic.
Everything a security review calls SageX comes down to three words, each backed by the same receipt you can check: traceable, governed, audit-ready.
Traceable - check any answer at its source
Every answer comes from your own data, and traces to the exact line it came from. Ask anything about your data and the answer lands on the exact page, section, and line - so you can check it yourself, and so can your auditor. SageX never makes an answer up. Steps: 1) You ask a question about the report. 2) SageX answers from your own data. 3) The answer traces to the exact line it came from.
Governed - it stays inside your environment
Your data is analyzed where it already lives. We don't take it out, and we don't give it to anyone. SageX cannot see your data unless you grant access, and you own it - we protect it. The platform deploys into the cloud you already run in about three hours. Five live, revenue-generating deployments run this way today, and it is built to recover fast if something fails. Steps: 1) Your data is analyzed where it lives. 2) SageX runs inside your own cloud. 3) We don't take it out, or give it to anyone.
Audit-ready - hand the evidence to your auditor
Beyond tracing, a separate deterministic step confirms each value matches a real record. Anything the system is not confident about is flagged for your team to verify. That is the evidence you hand your auditor: audit-ready data. Steps: 1) Each value is checked against a real record. 2) Anything unsure waits for your team. 3) You hand your auditor the evidence.
- 1You ask a question about the report.
- 2SageX answers from your own data.
- 3The answer traces to the exact line it came from.
- 1Your data is analyzed where it lives.
- 2SageX runs inside your own cloud.
- 3We don't take it out, or give it to anyone.
- 1Each value is checked against a real record.
- 2Anything unsure waits for your team.
- 3You hand your auditor the evidence.
Every answer comes from your data - and traces to the exact line it came from.
You are not handing us your data to protect in the first place. SageX runs inside your own cloud; we don't take your data, and we don't hold it. So the biggest question a security review asks is already answered.
See what your review will ask →What your review will ask - and where SageX stands on each line.
These are the questions that come up in every vendor review. Here is where SageX stands on each one, today.
Start here: SageX runs inside the cloud you already run, and we don't hold your data. So a large part of vendor risk doesn't apply - you are not handing us your data to protect. The rest of the checklist is below, in full.
| Area | What it means | Status |
|---|---|---|
| Where your data lives | SageX deploys into the cloud you already run. We don't take your data, and we don't hold it. | Live |
| Who can see your data | SageX cannot see your data unless you grant access. | Live |
| Data ownership | You own your data. We protect it. | Live |
| Answer auditability | Every answer traces back to the exact source line it came from. | Live |
| How answers are checked | A separate deterministic step confirms each value matches a real record. Low-confidence answers are flagged for your team to verify. | Live |
When your review goes deeper than this, our security team works directly with yours.
Talk to our security team →SageX is advised by people who built and ran data businesses inside the institutions SageX now serves.
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Book a demo and bring your hardest questions.
You have seen the checklist. Put SageX in front of your own review, and bring your security team to the same call.