Security Designed for Work That Reads, Decides, and Acts
AgentFlow helps teams automate document-heavy work while keeping clear limits around information, access, actions, and human approval. Our security program includes data separation, encryption, access controls, monitoring, incident response, backups, and vendor review.
SOC 2 Type II report available under NDA · Customer data separated by account · Encryption in transit and at rest · Key vendors reviewed
SeparationCustomer data separated by account
EncryptionIn transit and at rest
MonitoringAccess controls, monitoring & incident response
AssuranceBackups, vendor review & SOC 2 Type II
Automation That Stays Within the Limits You Approve
We call this Governed Autonomy. Each workflow has an agreed job, approved information sources, approved actions, and clear review points. Your team stays responsible for final regulated or customer-facing decisions. AgentFlow does not send messages, update core systems, or take other outside actions unless those actions have been approved.
Clear scope
Agree what the workflow can read, use, create, and update.
Your rules
The workflow follows your policies, thresholds, and exceptions.
Human approval
People review important or sensitive decisions.
Approved actions. Outside actions stay off until approved. System updates, customer communications, and other actions are enabled only within the agreed workflow.
Why this is different. AgentFlow does more than answer a question. A workflow can read documents, apply business rules, generate output, and connect to other systems. Security, therefore, needs to cover the entire process, not just the prompt and response.
A Clear Path From Source Document to Reviewed Result
1
Approved information
Use only the documents, fields, systems, and connections needed for the agreed workflow.
2
Protected processing
Encrypt customer information and keep customer accounts logically separate.
3
Rules and checks
Apply the agreed business rules, checks, and workflow steps.
4
Human review
Send important work to the right person based on the customer's review rules.
5
Approved delivery
Download results or send them through approved connections.
6
Agreed data rules
Follow the agreement for retention, deletion, exports, and backups.
Model training. Unless we agree otherwise in writing, Multimodal does not use customer documents or outputs to train foundation models.
Who Controls Each Action
Rules and thresholds can help send the right work to the right person. They support human review; they do not replace customer ownership of important decisions.
| Action | How it is controlled |
|---|---|
| Read approved documents and fields | Allowed only within the agreed workflow. |
| Create an internal report or result | Allowed within the agreed use case. |
| Send work to a person for review | Set up using the customer's review process. |
| Update a core system | Off unless specifically approved. |
| Send a customer communication | Off unless specifically approved. |
| Make a regulated decision | Remains the customer's responsibility and follows the agreed review process. |
A Record Your Team Can Review
AgentFlow keeps records of key workflow activity based on the features in use and the agreed retention period. Available records may show when work was started, changed, reviewed, approved, rejected, completed, or exported.
For supported workflows, records can help connect a result to the source information, business rules, workflow steps, and review actions that produced it.
Across 100+ playbooks, every execution leaves a reviewable record.
// AgentFlow activity log
A Deployment Plan Built With Your Team
Most customers use AgentFlow as a managed platform with customer accounts kept separate through logical controls. Private-cloud options can be evaluated and scoped separately. Location, support, recovery goals, system connections, and timing are agreed for each deployment.
Multimodal
Protects and operates the AgentFlow platform.
Customer
Manages users, connected systems, business rules, and final decisions.
Together
Agree on integrations, review steps, approved actions, retention, and deployment details.
AgentFlow can support work in lending, compliance, privacy, recordkeeping, and model-risk programs. It helps teams carry out their processes, but it does not replace the customer's legal, compliance, or decision-making responsibility.
The Proof Your Teams Need
Security Portal
Security controls and current evidence.
SOC 2 Type II report
Available through the secure request process.
Data Processing Addendum
How personal data is handled.
Security Addendum
The security measures that apply.
AI Governance Addendum
Who controls AI-assisted work and decisions.
Vendor and provider list
The companies involved in delivering the service.
Security issue reporting
How to report a security concern.
Insurance evidence
Available through the secure request process.
Bring your security team into the plan. We can walk through the information flow, user access, review steps, approved actions, deployment plan, and available security documents for your use case.
Bring Your Security Team Into the Plan
Explore the Security Portal for current controls and evidence, or talk to our team to walk through the information flow, access, review steps, and deployment plan for your use case.