Solutions / 03 / Evaluation brief
Automation with the approvals and audit trail written in.
VantaCore AI approaches automation by distinguishing what triggers a process, where an approval is required, how exceptions are handled, and what a reviewer needs to audit it afterwards. The evaluation separates controls that are implemented from design principles that would be agreed per engagement — no blanket security guarantee is made.
Availability
Who it is for / Reader lens
Which process can be automated with the oversight my organisation actually requires?
Process, risk, and security owners who need automation to move faster without removing the oversight their function is accountable for.
Solutions / Proposed evaluation
What it would examine
These are design principles and questions to resolve, not delivered controls or confirmed support.
Process trigger
Define the trigger and the boundary of what is automated
Approval gates
Place explicit approval steps where consequence requires them
Exception handling
Design exception handling rather than assuming the happy path
Design approach
- Produce an audit trail a reviewer can follow after the fact
- State which controls are implemented versus proposed as design
Scope to confirm
- Which process, and where its boundary sits
- The events that trigger it and the events that stop it
- Where a human approval is mandatory
- How exceptions are detected, routed, and resolved
- What must be recorded for audit, and who reviews it
Before work begins
What needs to be in place.
A discussion needs a specific context and named owners, not an assumed deployment.
Inputs to bring
- A documented process with a named owner
- The approval and exception rules the process must honour
- The audit and retention requirements that apply to it
- A reviewer accountable for the automated outcomes
The discussion
How an engagement would start
An engagement starts by describing the process and its oversight requirements. The deliverable of the discussion is a shared design for triggers, approvals, exceptions, and audit — decision inputs, not an operating commitment.
How we distinguish claimsBring the specific question.
Share the workflow or constraints at a high level. This is a scoping discussion, not a commitment or an available product.