Security and data handling

Your data stays in your systems. We read it under a role you control.

Six things an executive needs to know before we touch anything, and what each one means for the company. The detail behind every line is further down the page, and the evidence behind the detail is available to your counsel and your IT lead on request.

01

Your data stays where it is.

We connect to the systems you already run and read them at query time. Nothing is copied into a database we own. There is no second copy of your business to secure, and nothing to get back at the end.

02

The AI keeps nothing and learns nothing.

Zero data retention is contracted with the model provider, and training on your data is prohibited in writing. What you send the model exists only long enough to return an answer.

03

Your people see only what their role allows.

Sign-in runs through your own identity provider and permissions are enforced in the database. A regional manager sees their region. The rules you already run apply here too.

04

We hold the least access possible.

Every credential is granted per system by a named person on your side, and you can withdraw it at any time. We take no administrative access to your systems.

05

You own all of it.

The data, the code, the instance and the repository are yours from the first commit. Support is month to month, and everything stays with you if it ends.

06

Encrypted everywhere, always.

Data is encrypted in transit and at rest, and every vendor that touches it holds a current SOC 2 Type II attestation. The full list is on this page.

In more detail

Six areas, each answering one question.

Written for the IT lead and the counsel who will ask the follow-up questions. Every line here is stated the same way in your statement of work.

Architecture

What shape is the thing?

One system per company. Nothing you run is shared with another company, and nothing is built on a multi-tenant platform we operate.

Instance
Provisioned in your name, in an account you own. We are an administrator on it for the length of the engagement, and you can remove us.
Connections
Read at query time through a read-only role you grant. Query results transit the application to render a screen, which is what any reporting tool does.
Write-back
Only where you ask for it, only into the systems you name, and every write lands in an append-only ledger with the person or workflow that caused it.
Data residency

Where is my data, and who holds a copy?

Residency follows what you already run. Where we provision infrastructure, it is provisioned in the region you nominate.

Region
Yours to choose. United States by default for US companies, and your existing cloud region where you already have one.
Second store
None. Working copies, caches and logs on our side are returned or destroyed on request and at the close of the engagement, confirmed in writing.
Backups
Point-in-time recovery on production databases, with restore tests logged.
Access and permissions

Who inside my company sees what?

The same people, seeing the same things, as in the systems they already use.

Sign-in
Through your own identity provider. Accounts are scoped per user and de-provisioned when the person leaves.
Entitlements
Role-based access and row-level security enforced by the database. Ask above your clearance and the system declines and logs the attempt.
People data
Operator and employee information is treated as personal data. The model works on one record at a time and never receives bulk personal data.
AI models

What does the AI do with it?

Reads what the workflow needs, returns an answer, and keeps nothing.

Retention
Zero data retention, contracted with the model provider and verified at the organization level. Inputs and outputs are held only as long as it takes to return the response.
Training
Prohibited under the provider's commercial terms. Your information improves no one's model.
Scope
A scoped system touches only the data the workflow needs, under credentials you approve. A tenant-wide assistant sees what the tenant sees; this does not.
Controls

What are the mechanics?

The controls are enforced in code and in the database, and the evidence is kept in version control so the change history is itself evidence.

Encryption
TLS 1.2 or higher in transit. AES-256 at rest. Full-disk encryption on every laptop that can reach a production system.
Our access
Single sign-on with multi-factor authentication on production infrastructure. Quarterly access reviews against a maintained register. Development tooling never receives production data.
Incidents
A documented response process with named contacts. You are notified within 72 hours of a confirmed incident affecting your data, or sooner where your contract requires it.
Diligence

Can my team check this?

Yes. We deliver white box, and we put the build through your own security review before it touches production data.

Inspection
You can inspect how the system works, where data flows, and what the model is permitted to do.
Evidence
Policies, access and device registers, the data inventory and disaster-recovery test logs are available to your counsel under NDA.
Vendors
Named below and in your data processing addendum, with 30 days' notice and a right to object before any new one is added.

Our vendors

Every third party that can touch your data.

Each one holds a current SOC 2 Type II attestation and a data processing agreement with us. Nothing else processes your data, and nothing is added to this list without telling you first.

VendorWhat it doesWhat it seesRegionAttestation
AnthropicClaude models, used for every AI stepThe text of each request, for as long as it takes to answer. Zero data retention, no training.United StatesSOC 2 Type II
Google CloudInfrastructure, where we provision it in your nameYour database and application, in your accountThe region you nominateSOC 2 Type II, ISO 27001
NeonManaged Postgres for the data foundationThe records the workflow is built on, encrypted at restThe region you nominateSOC 2 Type II
VercelApplication hostingApplication traffic and logsUnited StatesSOC 2 Type II
GitHubSource code and deployment pipelineThe code, which you own. No production data.United StatesSOC 2 Type II
SentryError monitoringError traces with personal data scrubbedUnited StatesSOC 2 Type II

The program

The controls above sit inside a program built for audit.

Maintained by our engineering team. The evidence behind every line is available to your counsel under NDA.

Security policies
In place and version controlled: access control, data classification, acceptable use, backup and disaster recovery, vendor management.
Continuous monitoring
Live, across cloud accounts, source control and hosting.
SOC 2
Program active and built for audit. Not yet certified. The report is shared with you when it is issued.
Network assessment
Completed May 2026, repeated annually.
Penetration test
Independent black-box test, scheduled for 2026, then annually.
Evidence registers
Access, devices, data inventory and disaster-recovery tests, held in version control.

What happens if you stop.

Support ends at the close of any month. The data, the systems and the code stay with you. On close, or on your written request at any time, we return or destroy the working copies, caches and logs on our side and confirm it in writing. Because nothing was copied into a second store, there is no shadow dataset to negotiate over.

Questions, or want the full policy set under NDA? inquire@performaipartners.com