HALE AI
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HALE AI | Security & Trust

Clear security boundaries for sensitive transaction work

HALE AI is designed around least privilege, data boundaries, and reviewability. Specific controls and deployment conditions are confirmed during assessment.

Security controls

Evaluate security with verifiable information

Assessment should cover access, data processing, model use, retention, deletion, and incident response. Design direction does not imply implemented controls or certification.

Security program

Designed with SOC 2 Type II, ISO 27001, and ISO 27701 alignment in mind; this is not a claim of certification.

  • Control design follows recognized frameworks as a reference.
  • Documentation is prepared for your own security assessment.
  • Certification status is never implied in sales materials.

Encryption controls

Dedicated deployments can assess customer-managed key configurations.

  • Key handling is discussed as part of deployment requirements.
  • Configuration options are confirmed in the security assessment.
  • Nothing is enabled without a written decision from your team.

Reviewability

Keep reviewable activity records for user actions and AI-assisted workflows.

  • Records show who acted, on what item, and when.
  • AI-assisted steps are recorded alongside human confirmations.
  • Records support internal review rather than replacing it.

Data isolation

Separate data by project and institution, with explicit model-training limits.

  • Project boundaries define where documents can be read.
  • Customer content is not used to train shared models.
  • Limits are written into deployment requirements.

Identity & access

Support role-based access, granular project permissions, and SAML SSO assessment.

  • Roles set what each participant can open and change.
  • Permissions can differ per project inside one workspace.
  • Identity integration is confirmed during the security assessment.

Data residency

North American deployment requirements for regulated institutions can be assessed.

  • Residency needs are captured before any deployment decision.
  • Options are documented for your compliance reviewers.
  • Availability of any option is confirmed in writing, not assumed.

Professional responsibility remains with people

All content generated by HALE AI and its products is a working draft for professional review and is not investment, legal, or audit advice.

Before external use, formal transaction materials must be reviewed and approved by qualified financial advisers, securities counsel, and accounting professionals.

Discuss your security requirements

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