Security
Your data doesn't reach AI
unprotected. Ever.
CophyAI was designed for regulated industries where data security isn't a checkbox — it's the reason deals get approved or killed. Here's exactly how we handle it.
Our Approach
We built security in at the architecture level.
Not as a feature you turn on.
Every enterprise AI platform will tell you they take security seriously. We'd rather show you the specifics.
CophyAI processes sensitive data — PII, financial records, call recordings, borrower documents, customer communications. We operate in industries where a single data incident creates regulatory exposure, litigation risk, and reputational damage.
Our approach: assume the data is sensitive, protect it before it moves anywhere, and give you full control over what gets stored, processed, and retained.
PII & PCI Obfuscation
CophyAI runs every input through an obfuscation layer powered by Presidio NLP — the same Microsoft-developed entity detection framework used in financial services and healthcare.
| Entity Type | Replacement |
|---|---|
| Social Security Numbers | [RANDOM_SSN] |
| Bank account numbers | [RANDOM_ACCOUNT] |
| Person names | Fictional character name |
| Phone numbers | [RANDOM_PHONE] |
- Custom regex rules for organization-specific identifiers
- Fictional name pool preserves transcript structure without exposing real identities
- Name pool is client-configurable
Data Storage Controls
CophyAI does not store data by default beyond what's required to run your configured workflows. Every data retention decision is explicit and client-controlled.
You control:
- Which input fields are retained after processing
- Which output fields are stored vs. returned and discarded
- Retention periods per data type
- Whether raw inputs are stored or discarded after processing
- What appears in audit logs vs. what is excluded
We don't:
- Use your data to train models
- Aggregate data across tenants
- Retain data beyond your configured retention policies
Tenant Isolation
Complete data separation. No exceptions. CophyAI is a multi-tenant platform where tenant isolation is enforced at every layer — database, storage, API, and application logic.
- Every client environment is fully isolated — no shared tables, no shared storage
- API keys are scoped per tenant and per deployment
- No cross-tenant data access is possible at the application or infrastructure level
- Each tenant has a dedicated vector database for their Learning Center documents
Audit Trail & Traceability
For regulated industries, "we ran AI on this" is not enough. You need to show exactly what data was processed, which model was used, what obfuscation was applied, and what output was produced.
What CophyAI logs:
- Every API request and response — full input/output record
- Model used, prompt version, processing latency per request
- Obfuscation events — what was detected, replaced, and when
- User actions — who reviewed what, and what labels were applied
- Workflow version active for each processed record
- Quality experiment results — full audit history of benchmark runs
AI Guardrails
AI agents operate within boundaries you define. Every agent runs within a configurable risk framework that determines what it can read, propose, and execute.
Read Only
Retrieves and summarizes. No writes, no external calls.
Draft Action
Proposes an action. Human reviews before execution.
Committed Action
Executes directly. Requires explicit setup and sign-off.
- Prompt injection detection
- RAG injection watch
- Confabulation limits — stops and flags rather than invents
- Max iteration caps
Compliance Alignment
CophyAI was built with the compliance requirements of financial services, mortgage, insurance, and collections in mind.
- PII/PCI handling aligned to GLBA, FCRA, and state-level data privacy requirements
- Configurable data residency — control where data is processed and stored
- Audit-ready logging for regulatory examination and internal audit requests
- Role-based access controls — limit who sees what within your organization
- Disclosure-compliant AI — configurable to support required disclosures in regulated communications
We are happy to:
- Complete your InfoSec questionnaire
- Provide architecture documentation for your security review
- Discuss custom data handling requirements for your regulatory environment
See It In Action
Security controls you can configure and verify.
Obfuscation Configuration
RAG Injection Watch
