Identity and access
Establish who can use the agent, what it can see and which actions it is permitted to request.
TECHNICAL PAGES
Security & Governance
Security and governance are part of an agent's architecture, not late-stage additions after something has been built.
Information boundaries
Define approved knowledge sources, data handling rules and separation between people, clients or cases where needed.
Operational controls
Tool permissions, human approval points, monitoring, exception handling, testing and change control make use more accountable.
Auditability
Appropriate records of sources, actions and decisions can support review and investigation.
Controls should fit the context.
The right approach depends on the sensitivity of information, consequences of error, operating environment and work being delegated. Controls should make appropriate use easier, while preventing actions or information access that are not appropriate.
This page describes general architecture concepts. Read Responsible AI & Security and Your Data and Information Security for ScaleEnabler's broader public guidance.
PRACTICAL LENS
What this means for your firm
AI adoption becomes an operating and governance capability, not merely a technology decision. The firm needs proportionate decisions about information, access, approved tools, monitoring, testing and change as agents move from experiments into normal work.
PRACTICAL LENS
What this means for services to your clients
Providing AI-enabled services introduces additional responsibilities around client information, access, permissions, controls and service governance. The firm can remain central to the service while drawing on specialist capability as its own delivery confidence develops.