Client data, sealed before it leaves.
Proxara Connect gives the model stand-ins and keeps the mapping back inside the firm.
Draft a note to Eleanor Hartwell: we are moving $1.4M out of the Fairview Trust, account …8841, ahead of Monday’s rebalance.
Done. The draft for Eleanor covers the $1.4M move from Fairview and the Monday timing.
Passwords never wait for a judgment call.
The floor holds on every system Connect reads from.
Everything else is read for meaning: a market figure stays useful, a client’s world stays sealed.
Files get the same read.
Sensitive text comes out before the model sees the file. Gaps go on the record.
A tag is not a name in disguise.
Redaction is not anonymity, and no firm should be sold it as such. The promise is narrower and checkable: the client’s name, account, and amount do not leave.
Each tag belongs to one piece of work. It holds steady across every system that work touches, so the AI can tell the client in the email is the client in the file. The next piece of work gives the same client a different tag.
Enough surrounding detail can still point at a person. That is true of every redaction, which is why the firm decides which AI sees the work at all.
Proxara reaches no further than the person asking.
The employee’s own access sets the limit.
Nothing opens for Proxara that would not open for them.
A read that cannot complete does not fall back.
The employee sees an error, never an unprotected answer.
Every stop and every failure goes on the record.
Watch a seal happen.
One request through Connect, start to finish.
Every seal leaves a receipt.
The record holds kinds, rules, and reference codes. Never a name, never the question.
See the audit trail
The seal follows the firm’s own context.
Clients, matters, and policy, read in the moment, kept current on their own.
See Context Awareness