QuoteLayerControlled access
Limit access to the people and systems needed for the agreed workflow. Review permissions and administrative roles with your IT team.
Security and procurement
Designed for proprietary manufacturing information.
Before sharing production drawings, agree on who may access them, where they will go and how long each system will retain them. The answers depend on your deployment.
01 / Design principles
Controls to define before production.
Human approval
Estimators retain control of feasibility, costing, margin, exceptions and quote release.
Customer-specific architecture
Map the customer’s tools, data flows and responsibility boundaries before choosing each integration.
Traceable decisions
Decide which events and approvals should be recorded, who can view them and how long records are needed.
02 / Security review
What IT and procurement should review.
Use this agenda before sending sensitive customer files or approving a production connection.
Data flow and separation
Trace RFQ emails, attachments, extracted fields, historical records and outputs. Identify each system that receives data.
Retention and deletion
Agree storage locations, retention periods, backup handling and deletion procedures.
Providers and models
Identify infrastructure and model providers, what inputs each receives and how those providers handle customer data.
Access and encryption
Review authentication, access controls, encryption in transit and at rest, logging and administrative responsibilities.
Hosting and operations
Agree on the deployment model, region, monitoring owner and incident contact.
Evidence and approval
Document the controls required for your use case. Confirm them with the responsible technical owners before authorizing use.
Bring your security requirements into the audit.
Send the topics your IT or procurement team needs to review. Start with a description and keep sensitive drawings out of the initial inquiry.
Request a security review