An IT team we worked with had grown wary of new vendors. Their real concern wasn’t whether we were certified.

It was simpler: once an AI tool is inside our systems, what else can it see?

Most AI tools request broad access because they’re built to be general-purpose. To process a document, they need to connect to a document vault. To answer questions about a client, they need to see the CRM. Individually, each permission seems reasonable. Together, they add up to a tool with access to everything — not because anyone intended that, but because no one designed the access model to be narrow.

The firms that have resolved this don’t grant broad access and then try to audit it. They design access at the identity layer from the start: this agent can read from this vault, write to this system, and nothing else. The permissions follow the function, not the vendor’s convenience.

When we work with an IT team, we start by mapping exactly what LEA needs to touch and what it doesn’t. The access model is explicit, documented, and scoped to the task. The answer to “what else can it see” should always be: nothing we didn’t tell you about.

#AIGovernance #DataSecurity #WealthManagement #EntraID