Workspace access
Confirm the tenant boundary, role permissions and record visibility needed by each team and portal.
Trust and security
Start with the controls your workflow needs.
Review data access, connected actions, permissions and operating boundaries in the context of your deployment.
Controls to inspect
Make the scope explicit.
AI scope and budget
Review the context provided to each capability, applicable budget policy and the action-specific review configuration.
Connected credentials
Review authorization scopes, storage and rotation with the owner of each connection.
Activity and exceptions
Inspect how the relevant workflow records outcomes, rejected proposals and failed connections.
Deployment and data handling
Request the deployment-specific encryption, retention, export, model-use and incident documentation applicable to your agreement.
Security review
Ask for the applicable documents.
For your security assessment, contact security@revvalo.com with the deployment and workflow you are considering.
Scope matters. Certification, residency, service
levels and contractual commitments belong to the relevant approved
documentation and agreement. This overview does not add a
certification or universal service guarantee.