Briefing prep faltered as research lived across PDFs and notes, risking misquotes and license issues. We deployed a permissions-aware retrieval-augmented generation (RAG) layer indexing AlphaSense, Gartner, and Notion with policy filters and citations. Executives got concise, sourced briefs and prep cycles tightened.
Mergers and Acquisitions (M&A) screening stalled as target intel lived in emails and PDFs, forcing rework and uneven compliance. We built a governed AI workflow that pulls S&P Capital IQ and PitchBook, applies internal fit criteria, and produces cited briefsleading to fewer dead ends, quicker go/no-go calls, and a visible audit trail.
Vendors gained system access to protected health information (PHI) before a Business Associate Agreement (BAA) was executed, with status scattered across email and folders. Intelligex added PHI-triggered BAA generation, legal approvals, and a pre?access gate. Agreements preceded access tracking complete, audits easier.
Breach response relied on vague runbooks and chat, so legal and privacy steps lagged, evidence scattered, and timelines were rebuilt later. Intelligex linked PagerDuty to ServiceNow cases with legal approval gates and standardized evidence. Incidents followed one path and audits used complete, consistent records.
Transfers were assessed in ad hoc docs, so facts drifted and counsel rebuilt context. Intelligex implemented data protection and transfer impact assessment workflows in OneTrust, prefilled from Snowflake with clause catalog and counsel approval, making assessments consistent and tied to processing records.
Data rooms opened broadly, non?disclosure agreements lived in email, and controls varied, weakening logs. Intelligex added agreement?gated access tied to identity, least?privilege templates by workstream, dynamic watermarking, and Legal approvals, so access matched need and evidence stayed in data room logs.
Anti?Money Laundering (AML) screening backlogs and inconsistent matches forced spreadsheet triage and ad hoc escalations. Intelligex unified sanctions, Politically Exposed Person (PEP), and adverse media lists with guardrails and legal quality assurance in a case system, so alerts had context, evidence lived once, and audits were straightforward.
Opt?outs in the Consent Management Platform werent synced, so customers still got emails and push and proof of choice was scattered. Intelligex added an API to normalize purposes, sync updates across systems, and enforce send?time checks. Preferences stayed aligned across channels and complaints dropped.
Artificial Intelligence (AI) policy lived on paper while staff pasted code and customer data into unapproved tools. Intelligex tied Data Loss Prevention (DLP) and access controls to an allowlist, added incident review and Legal?approved onboarding. Policy met users in?flow, risk dropped, audits pulled one record.
Trade secret files in broadly shared drives let staff browse sensitive designs without clear need, and approvals sat in email. Intelligex classified repositories, enforced just-in-time access with manager and Legal approval and expirations, and centralized logs so access matched least privilege.
Intelligex helps organizations achieve measurable digital transformation without disrupting how their teams work. We design and build secure, outcome-driven systems, often behind the scenes, that improve speed, scalability, and cost by at least 5× within weeks, not years.
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