Hosting and external dependencies
Assess the proposed environment, models, storage, supporting services and administrative access together. Self-hosting does not by itself mean that nothing leaves the network. Identify any cloud APIs, model services, telemetry, licensing or update dependencies before agreeing the deployment. Restricted or air-gapped operation requires a specific assessment; local sources and approved offline imports are different from live cloud connections.
Access and environment separation
Define access by role and purpose, including the records each role may examine. Establish how client environments, service identities and administrative duties are separated. Confirm source permissions, access revocation and any orchestration boundaries against the implemented design before acceptance.
Read-only analysis and approved actions
The proposed analysis scope starts with reading agreed records. A finding or suggested priority does not authorise a system change. Patching, configuration changes, account changes, device isolation, record updates and payment restrictions remain subject to the customer’s approved process. Any workflow integration requires its own scope, permissions and approval checks.
Audit records and accountability
Agree which access, analysis and workflow events must be recorded, where those records are held, who may review them and how long they are needed. Verify the selected implementation against these requirements. Assign a business owner, technical owner and action approver for the question being investigated.
Source scope, missing records and freshness
An answer is limited by the connected sources, matching quality and review period. Check source dates and last successful refresh, flag missing records, and distinguish an unknown value from a confirmed absence. A missing document or approval may exist elsewhere. No universal real-time update interval is promised.
Confirm the arrangement before connecting
Document hosting, access, data movement, separation, read-only scope, auditing and action responsibilities for the selected deployment. Evaluate these requirements with the customer’s technical and security owners before providing credentials or sensitive records.