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The firm decides what AI may see, join, infer, say, and do.

Proxara applies that decision to every request.

Request a demoSee it under three policies

Trust records are never disclosed for review work.

withheld for this purpose

Client letters wait for the advisor’s confirmation.

held until she confirms

The model receives stand-ins, never client names.

the model sees [Client_9C4]

Five permissions decide each piece of work.

One request passes all five, in this order.

PURPOSEClient review preparation

Outlook

SharePoint

Salesforce

Trust records

Consulted as r.whitfield, under her own permissions.

One request. Three policies. Three outcomes.

The request never changes. The policy does.

Review work, approved. All four sources take part.

Completed.

THE REQUESTPrepare Thursday’s review brief for the Calloways
Trust records
Review brief · the Calloways
Prepared for Thursday 9:00
Portfolio drift +2.4% since the April review
June trust distribution confirmed
Follow-up note drafted

Six ways a policy can shape the same work.

Stand-ins and withholding are policy outcomes, not a separate product.

How stand-ins work

Withhold the value

[Trust_5N8]

Replace it with a stand-in

Release only a reason code

Require confirmation

Select another processor

Prohibit the task

Policy is written around kinds of work.

Rules attach to an approved kind of work, never to a person’s general access. A firm holds many of these.

Defined and revised in the console
Approved work

Client review preparation

v4
PurposePrepare and follow up the firm’s client reviews. Access is granted for this purpose, not in general.
Who may askHousehold advisors, and the review agent the firm registered.
Systems
May concludeReview due · Document missing · Coordination review required
ActionsThe follow-up task runs at once. The client letter waits for the advisor.
OwnerHead of client service. Every revision recorded.

What a firm’s policy actually holds.

Rules differ by who is asking.

Employees, roles, registered agents, clients and purposes each carry their own.

The route is part of the rule.

Policy chooses where the reasoning runs, including inside the firm’s own environment.

Nothing runs on a stale rule.

Definitions are activated, revised and rolled back in the console, and earlier versions are kept.

The detail lives on four pages.

Identity & ContextHow stand-ins work, and who sees what.The ConsoleWhere approved work is defined and revised.RedactionThe engine behind stand-ins.Exfiltration defenseThe boundary on what can leave.

Put the firm’s policy in charge.

Tell us the rules the firm needs enforced, and a person will reply.

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