📣 Introducing SideDrawer Insight Layer

At SideDrawer, our aim is to empower organizations with intelligent, secure, and scalable solutions that streamline complex data processes. Today, we’re pleased to announce SideDrawer Insight Layer, a new AI capability category that injects document capture, semantic understanding, and risk-aware automation directly into the SideDrawer platform.

Built in close collaboration with a Tier-1 financial institution, Insight Layer is now available to all Enterprise Package customers, giving teams the power to surface answers, pre-fill forms, and flag compliance issues in real time — without compromising zero-trust security, SEC/FINRA record-keeping, HIPAA/GDPR privacy, or CSA/NIST cyber-standards.

What's In The Box? 

The new Insight Layer introduces the ability to automatically extract and process data from documents stored in our secure digital vault. By reading and interpreting structured and unstructured text, the platform eliminates the need for manual data capture — accelerating client onboarding, reducing NIGO rates, and supporting regulatory compliance. This feature is designed specifically for enterprise use cases, where high volumes of sensitive documents, strict governance standards, and the need for end-to-end workflow automation demand a more sophisticated solution.

Six Use Cases We Designed Insight Layer For

1. Investment onboarding & KYC/AML
   OCR reads IDs + statements → pre-fills forms → flags missing data.

2. Ongoing compliance checks
   Automated prompts surface expiring passports, lapsed licenses, or unapproved language before regulators do.

3. Document completeness audits
   Search “files missing wet signature” to generate an exception list in seconds.

4. Dynamic form pre-fill
   Budget spreadsheet uploads → fields auto-populate in your approval workflow; users only review anomalies.

5. Investor statement roll-ups
   Ask, “Total insurance coverage for Smith Family Trust” and get a citation-linked breakdown.

6. Client-facing portals (via API)
   Embed RAG search in your own portal so clients answer their own vault questions—no service ticket required.

Benefits Of Semantic Indexing & RAG-Based Search

Information trapped in PDFs or legacy systems creates major bottlenecks. SideDrawer now applies semantic indexing with Retrieval-Augmented Generation (RAG) to make your document repository fully searchable — by meaning, not just metadata.

Enterprise teams can now:

• Search across document archives using natural language.

• Retrieve documents based on intent, not just keywords.

• Identify documents with missing data or risk-prone language — instantly.

Whether it’s “last year’s signed T1135 forms” or “documents missing spousal signatures,” the Insight Layer surfaces what matters, intelligently and securely.

Purpose-Built for Enterprise Outcomes

With compliance, auditability, and information security at the core of every SideDrawer deployment, this AI capability has been developed to meet enterprise-grade expectations:

• 🧩 Seamless Integration with enterprise workflows and governance policies

• 🎯 Automated Accuracy in extracting, validating, and routing data

• 🚦 Risk-Aware Review of critical documents before internal or external submission

• 📁 Actionable Insights to support real-time quality control and operational visibility

Connecting Your Private LLM to SideDrawer

Many advisory firms have already invested in a private Gen AI environment—whether it’s built on Azure OpenAI, Bedrock, or an on-prem large-language-model cluster. Insight Layer lets you plug that environment directly into your SideDrawer vault without losing control of data or permissions.

How it works 

1. Permission-aware retrieval - Your LLM sends a natural-language query (e.g., “Summarize all policies expiring within 90 days for client 123”).  SideDrawer’s RAG service returns only the vector snippets the user has rights to access—nothing more.

2. Grounded generation - The LLM crafts an answer and embeds inline citations that point back to the exact PDF pages stored in the vault.

3. Audit & logging - Every retrieval and model call is written to SideDrawer’s immutable audit trail for supervision rules.

4. Next-step automation - If the summary reveals an expired rider or missing signature, Insight Layer can automatically generate a renewal or follow-up task inside the same workspace.

Outcome: Minutes-not-hours research, zero manual digging, and full regulatory traceability—powered by the Gen AI stack you already trust.

Security & Compliance Baked In

• Zero-trust architecture — AES-256 at rest, TLS 1.3 in transit, SOC 2 Type II, CSA STAR.

• RBAC-aware AI — Insight Layer only processes documents the requesting user is allowed to see.

• WORM storage & audit trails — Meet regulatory record-keeping requirements.

• Privacy by design — HIPAA, GDPR, and PIPEDA safeguards apply automatically; no data is ever shared with public models.

• Responsible-AI guard-rails — Confidence thresholds + human-in-the-loop for low-probability extractions; model usage is fully logged for CISO review.

Want to Explore the Insight Layer for Your Enterprise?

If your organization is exploring intelligent automation for document-heavy workflows and needs an enterprise-grade solution that is secure, compliant, and proven, SideDrawer offers a future-ready path forward.

Ready to Get Started?

To learn more about SideDrawer’s Enterprise Package or to schedule a discovery session, reach out to your SideDrawer account representative, book a demo session or contact us directly at hello@sidedrawer.com.