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Use cases

What these systems actually do, by the kind of firm that runs them.

These are the workloads we build for — not accounts of particular clients. When a firm agrees to be written up, it will carry their name and their numbers.

Healthcare

Your clinicians are charting after hours, and the cloud can’t help.

Three jobs a practice does every day — writing the note, fighting the denial, and reading a transferred patient’s history — all run on protected health information that cannot leave the building.HIPAA Privacy & Security Rules45 CFR 164.502ICD-10Accounting

Every document on your desk in March is a Social Security number.

Extraction, substantiation and review — the three places busy season actually goes — run on the highest concentration of personally identifiable information your firm will ever hold.GLBA Safeguards RuleIRS Publication 4557Legal

Privilege is the product, and it does not survive an upload.

Discovery, redlining and trial preparation are the three jobs where AI earns its place in a firm — and all three require the model to read the client material a firm can least afford to send anywhere.Model Rule 1.6ABA Formal Opinion 512Florida Bar Opinion 24-1Wealth management

Your clients’ whole financial lives, in documents you cannot send anywhere.

Meeting preparation, meeting capture and investment research all run on non-public personal information — and the third of them carries a risk most firms have not thought about.SEC Regulation S-PFINRA supervision and recordkeeping obligationsBanking

Your examiner reads your controls, so the data flow has to be a floor plan.

Underwriting memos, suspicious activity narratives and policy lookups are three bottlenecks a private model clears — and all three are the kind of work an examiner will ask to see the controls for.SR 26-2 model risk managementFFIEC IT examination handbookBank Secrecy Act / SAR obligationsSarbanes-Oxley