Data handling
Sensitive workflows need clear boundaries.
Ori8 services may involve business processes, forms, documentation, integrations, and operational records. The first rule is simple: do not send secrets or private records through public intake. Discovery starts with enough context to decide whether a scoped project makes sense.
Approach
What Ori8 tries to make explicit before building.
This page is not a formal security certification. It is the practical operating stance used to keep first projects bounded and understandable.
Approval before sensitive action
Anything that sends a customer message, changes a record, publishes content, or updates another system requires approval first.
Customer ownership
Handoffs document systems touched, tests performed, dependencies, known limits, and next steps so the customer understands the result.
Credential boundaries
Credentials should be exchanged through approved credential-management features whenever the platform supports them, not public forms or chat. Credentials should not be included in customer-facing workflow exports.
Authorization levels
First versions default to read-only or human-reviewed behavior. After testing, customers may explicitly authorize defined low-risk actions to run automatically. Sensitive, destructive, financial, publishing, or customer-facing actions remain gated unless a written project scope says otherwise.
AI and tool boundaries
AI tools can help summarize, classify, draft, or route information, but generated material is draft until reviewed. Customer-facing or record-changing steps should remain behind human approval unless a project explicitly authorizes a defined low-risk action.
Credential handling
Credentials should be exchanged through approved credential-management features whenever the platform supports them and should not be included in customer-facing workflow exports.
Draft versus approved content
Draft guidance, generated summaries, and reviewed/approved procedures should be labeled separately so teams know what can be used as official guidance.
Logs and receipts
Useful automation leaves a record: what ran, what changed, what failed, who approved it, and what remains unverified.
Access, incidents, and handoff
Project-specific scopes should define access methods, retention, subprocessors, revocation expectations, incident contacts, and handoff or access-transfer steps.
Retention and deletion
Retention should be agreed during project scoping. Public intake is for qualification only and should not contain confidential operational material.