Financial Services // Client Project

From Open AI Usage to
Controlled Business AI.

We helped a growing services company create a safer way for employees to use AI with internal documents and customer information by adding access controls, data protection, approved workflows, and activity tracking.

Key Results RESULTS
24/7
AI Availability
Always Ready
Live
Day-to-day Visibility
Live
Human
Control
When Needed

Trusted by teams building ambitious products

What We Set Out to Improve.

Business
Professional & Financial Services Company

A growing business looking to use AI in a practical way without creating more complexity for teams or customers.

Partnership
AI Security System design

Coretus handled discovery, UX, AI workflows, integrations, testing, deployment, and ongoing improvement.

Goal
Protect Sensitive Data in AI Workflows

Make AI useful in daily operations while keeping the experience simple, measurable, and easy to manage.

What We Built
Secure AI Access & Data Protection Layer

A focused AI solution designed around the client's existing workflows, users, and business systems.

What Was Getting in the Way.

Teams wanted to use AI for research, summarization, document review, and internal knowledge work, but the company handled customer and commercial information that could not be exposed casually.

Blocking AI completely would reduce productivity. The team needed a controlled way to use AI while keeping sensitive information, document access, and user permissions visible.

Sensitive Data Exposure
Employees could accidentally include confidential information in unapproved AI workflows.
Broad Access
AI tools could surface information to users who should not see it.
Limited Visibility
The business had little insight into how AI was being used internally.
The Solution

What We Built.

01
Control What AI Can Access
We connected AI only to approved information sources and preserved user-level access rules.
Key details
Input Approved Data
Control Business Rules
Experience Simple For Users
02
Protect Sensitive Information
Data checks and workflow rules helped prevent restricted information from being sent where it should not go.
Key details
AI Context Aware
Actions personal information Data Controls
Review Human When Needed
03
Record Important Activity
Key interactions, access events, and sensitive actions were made visible for review.
Key details
Output Audit Logs
Tracking Visible
Improvement Ongoing
Before and After

How the Workflow Improved.

Area
Before
After
AI Access

Uncontrolled

Employees used separate tools with inconsistent safeguards.

Approved Workspace

AI access follows defined company rules.

Sensitive Data

Manual Judgment

Employees decided what was safe to share.

Data Controls

Rules help reduce accidental exposure.

Visibility

Limited

Leaders had little insight into internal AI usage.

Traceable

Important AI activity can be reviewed.

Key Features

What Made the Solution Useful.

ACCESS CONTROL

Permission-Aware AI

AI only uses data and documents available to the current user.

Business impact
Safer Knowledge Access
DATA PROTECTION

Sensitive Data Controls

Rules can detect or restrict selected types of confidential information.

Business impact
Lower Exposure Risk
AUDITABILITY

AI Activity Logs

Key AI interactions and actions can be recorded for review.

Business impact
Better Oversight
Faster Delivery

How We Reduced Build Time.

Tested foundations helped the team spend less time on setup and more time on the parts that made this product useful.

What accelerated the work

4 reusable building blocks
01

Secure Access

A tested starting point for secure access reduced repeated setup work.

02

AI Workflow Layer

Reusable work for ai workflow layer let the team focus more time on the client’s specific needs.

03

Monitoring & Feedback

This made it easier to add monitoring & feedback without rebuilding common foundations.

04

Human Review

A tested starting point for human review reduced repeated setup work.

Results

The Business Difference.

A straightforward before-and-after view of what changed for the team and their customers.

RESULT: SPEED01

AI Adoption

Teams gain an approved way to use AI for business work.

BeforeShadow Use
AfterControlled
OutcomeSafer AI Adoption
RESULT: QUALITY02

Data Protection

Sensitive workflows receive clearer controls.

BeforeUser Judgment
AfterPolicy Based
OutcomeLower Data Risk
RESULT: CONTROL03

AI Visibility

Leaders can understand how approved AI tools are being used.

BeforeLimited
AfterTraceable
OutcomeBetter Oversight
ResultsSafer AI Adoption • Lower Data Risk
Trust and Control

How We Kept It Safe and Reliable.

01
Permissions
The AI only accesses information and actions that are approved for the user and workflow.
ACCESS CONTROLLED
02
Human Oversight
Important or unusual cases can be routed to a person before any sensitive action is taken.
HUMAN IN CONTROL
03
Activity Tracking
Key AI actions and outcomes can be recorded so teams understand what happened.
TRACEABLE
04
Continuous Improvement
Rules, prompts, workflows, and controls can be adjusted as usage patterns change.
ADAPTABLE
Client Testimonial

In their own words.

We did not want to tell people they could not use AI. We wanted to give them a way to use it without losing control of our data .

Use AI Without Losing Control of Business Data.

Have a similar challenge? We can help you plan and build a practical Financial Services solution around your goals, budget, and existing systems.

AI Access Control

Sensitive Data Protection

Audit & Activity Logs