10/22/2024
As AI capabilities continue to expand within our software, data privacy and security remain our top priorities. This article provides a detailed overview of the AI features integrated into our platform, including how customer data is handled and protected. We outline each feature's security practices, risk assessments, and the measures we’ve implemented to ensure compliance with industry standards. By being transparent about our data practices, we aim to help users make informed decisions when utilizing AI features in their workflows.
AI Features Overview
1. AI Help
- Release Version: v12.5 (09/07/2023)
- Provider: Mendable (3rd party)
- Data Usage: Uses only data from iDashboards/TruOI. Customer-submitted questions are not stored or used as AI training data.
- Security: SSL encryption secures data transmission between the end user and the third-party service.
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Risk Assessment:
- 🟢 Very Low – Especially when product-related questions do not include sensitive information.
2. AI Command
- Release Version: v12.6 (11/30/2023)
- Provider: No third-party service integration.
- Data Usage: Local processing only; no data is transmitted externally.
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Risk Assessment:
- 🟢 None – Since no third-party servers are involved.
3. AI Insights
- Release Version: v12.8 (04/16/2024)
- Provider: OpenAI (3rd party)
- Data Usage: Uses data only from iDashboards/TruOI. Customer-submitted questions are not stored or used as AI training data.
- Security: SSL encryption secures data transmission between the end user and the third-party service.
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Risk Assessment:
- 🟢 Very Low – Provided questions do not include sensitive customer data.
4. AI Generate
- Release Version: v12.9 (06/06/2024)
- Provider: OpenAI (3rd party)
- Data Usage: Uses data only from iDashboards/TruOI. Customer-submitted questions are not stored or used as AI training data.
- Security: SSL encryption secures data transmission between the end user and the third-party service.
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Risk Assessment:
- 🟡 Low – Caution advised for potential exposure if sensitive data is included in questions.
AI Feature Comparison Table
AI Help | AI Command | AI Insights | AI Generate | |
3rd party server integration | ✅ | ❌ | ✅ | ✅ |
Establishes a Data Source (Customer data) |
❌ | ❌ | ❌ | ❌ |
Establishes a Data Source (iDashboards and TruOI data) |
✅ | ❌ | ❌ | ❌ |
Ingestion (embedded and stored) | ✅Only iDashboards and TruOI content | ❌ | ❌ | ❌ |
3rd Party Security References
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Mendable
- Website: Mendable Security
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Key Highlights:
- TLS 1.2 or higher encryption used for all data transmissions
- SOC 2 Type II Certified
- Regular penetration testing and vulnerability scanning
- SSO requirements enforced
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OpenAI
- Websites: Security Overview, Enterprise Privacy, Trust Center
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Key Highlights:
- TLS 1.2 or higher encryption for data transmission
- Data encryption at rest with AES-256
- SOC 2 and SOC 3 compliance
- Role-based access controls
- Regular penetration testing and vulnerability scanning
- SSO requirements enforced
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Data Handling:
- Data used is stored by the database provider but is not used to train OpenAI's models.
- Data may be retained for up to 30 days for moderation, after which it is deleted.
- OpenAI does not own inputs/outputs and does not use customer data for training (where legally allowed).
- iDashboards/TruOI data is subject to a 1-day retention period.
Important Notes on Data Handling
- The AI features mentioned prioritize data security by encrypting transmissions and utilizing limited data scopes. The use of trusted third-party providers such as Mendable and OpenAI ensures compliance with industry standards for data protection.
- The risk assessments provided indicate the potential exposure levels. Avoid including sensitive information in queries where possible to minimize risks.
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