Data Governance & Responsible Automation

Named owners, evidenced controls.

This page consolidates the data governance and responsible automation posture our enterprise customers rely on. It complements the Trust Center and is maintained by Revenue Intelligence; it is not an independent certification.

Data ownership

You own your business data.

Organizations own the business data they contribute to the platform.
Revenue Intelligence stores and processes that data as a data processor on the organization's behalf.
Cross-organization benchmarks use anonymized aggregates with small-n suppression (n < 15 suppressed; 15 – 29 directional only).
Individual business information is never shared across organizational boundaries.
Export in structured format (CSV / XLSX / API) is available at any time.
On contract termination the organization's data is returned or securely deleted per the DPA.

Retention

Defined retention and deletion.

Active data

Retained for the contract term. Access governed by the organization's role model.

Post-termination

Returned or securely deleted within the window defined in the DPA.

Audit log

Immutable, append-only. Retention window defined per tier and jurisdiction.

Human-in-the-loop

Every published report is professionally reviewed before release.

Advisor review is required for every published Executive Business Report, or a documented high-confidence auto-rule applies with explicit disclosure.
Business owners and org admins can request advisor re-review of any published output.
Automated drafting is disclosed on every published report.
Free-form advice generation is not produced; automated outputs are constrained to controlled catalogs and structured JSON.

Audit trails

Every privileged action is recorded.

Scope

User, timestamp, action, target business, and result on every privileged operation.

Immutability

Append-only; tamper-evident storage; retained per tier.

Access

Reviewable by Org Admin and Platform Admin roles; exportable for audit purposes.

Model oversight

How automated drafting is governed.

Versioning

Prompts and model versions are recorded on every generated report.

Guardrails

Controlled business category catalog (RI-101 → RI-115); structured JSON outputs; no free-form advice.

Confidence

Every score is reported with a confidence band and required evidence coverage.

Non-training

Customer data is not used to train third-party models.