Compare the vendor's public support terms with our approved procurement checklist.
Data & Context Governance
Useful knowledge. Deliberate access.
Give agents the information their tasks need—not every document your organization owns. Keep source ownership, context boundaries and outbound data rules connected to the work.
See it in practice Explore capabilitiesResearch from permitted sources
A research assistant compares public vendor terms with a procurement checklist available to the analyst.
PerplexityVendor research
Research threadI found the public terms. I need the checklist revision your role can read.
The permitted checklist is available for comparison.
Checklist accessRecorded
- Allowed
- Procurement checklist revision 6
- Other contracts
- Outside scope
Here is the comparison with source links and revision dates. I did not open the unrelated contracts.
Flag anything missing for a buyer to review before a purchase decision.
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Ready
- Taylor
- Perplexity
- DriftGate
- Public terms and checklist
- Outcome
WHY IT MATTERS
More context is not always the right context.
An agent needs the right information for its task, not every document the organization owns. Source permissions, context revisions, retrieval configuration and sharing rules all affect what reaches a model and where it can go afterward.
DriftGate organizes context around its source, scope and approved use. Connect selected knowledge, retain provenance and choose how it is consumed: a live read, a reviewed snapshot, federated retrieval or a deliberately published provider-side copy. Keep authority attached to retrieval rather than relying on a model-generated filter.
HOW IT WORKS
Bring your knowledge. Keep its ownership.
A repository, document workspace or existing data platform can remain the authoritative source. A derived index or exported snapshot is a representation, not a second truth. Preserve the source identity and revision, the transformation used and the consumers allowed to use it.
Project-specific context remains project-specific. A shared workspace baseline does not give one agent access to every customer account or source connected elsewhere. A task lesson can become a project candidate; a project lesson can be proposed for a workspace; an organizational standard requires its own review.
Select
Choose the authoritative source and required access mode.
Scope
Bind current permissions, data classification and audience.
Use
Retrieve the permitted revision and preserve its lineage.
Govern
Control outbound destinations and deliberate sharing.
WHAT YOU CAN CONTROL
Data & Context Governance
D01Knowledge bases
Connect selected sources and deliberately publish and bind approved knowledge revisions.
See related workflowsD02Vector stores
Use scoped, derived retrieval indexes where needed. Stale or failed indexing cannot satisfy activation.
See related workflowsD03Data classification
Carry sensitivity, ownership and intended-consumer labels into access and handling decisions.
See related workflowsD04Context isolation
Keep retrieval and context within declared boundaries. Separate sessions where isolation requires it.
See related workflowsD05Redaction and PII protection
Apply qualified redaction and data-handling controls without claiming perfect detection.
See related workflowsD06Data-access policies
Check current grants, connection state, source permissions and release approval at retrieval boundaries.
See related workflowsD07Retention and deletion
Apply defined retention to each data class and verify supported deletion outcomes.
See related workflowsD08Provenance and lineage
Trace released or retrieved context to its source, revision and transformation history.
See related workflowsD09Egress controls
Restrict supported outbound data paths and disclose what can actually be intercepted.
See related workflowsD10Cross-agent knowledge sharing
Share reviewed knowledge through explicit grants, purpose, audience and revision.
See related workflowsIN PRACTICE · EXAMPLE WORKFLOW
Read the document. Don’t obey the document.
A supplier document contains instructions to retrieve confidential internal records and send them to an external destination.
Treat document text as untrusted. Restrict retrieval to assigned sources, refuse model-requested permission expansion and evaluate outbound destinations against data classification and approved purpose.
See the workflowTHE INTENDED RESULT
The assistant can summarize the supplier information while the unrelated private-data read and export are denied on controlled paths.
THE OPERATIONAL RESULT
Share the useful lesson. Not the private conversation.
A support workflow’s useful lesson may be how to reconcile an uncertain refund—not the customer’s entire conversation or payment details. A reviewer can approve a reusable workflow improvement for the appropriate team without sharing unrelated source material. Context isolation and governed promotion make that distinction explicit.
MORE WAYS TO USE IT
Find your next workflow.
HEALTHCARE ADMINISTRATION
Help with the appointment. Respect the patient-record boundary.
An appointment assistant is asked to reveal another patient’s information or perform an out-of-scope clinical change.
Data governance
TRAVEL & COMMERCE
Explain the policy. Don’t invent the policy.
An assistant confidently describes a refund exception that conflicts with the actual policy.
Data governance
SOFTWARE
Share the proven fix. Not the private conversation.
One agent repeatedly retries uncertain actions. A fix would help the team, but the original context includes private customer information.
Data governance
YOUR QUESTIONS
A little more detail.
Must we migrate all our knowledge into DriftGate?
No wholesale migration is implied. Keep the authoritative source where it belongs and select live access, approved snapshots, federated retrieval or a supported replica as appropriate.
Does changing a profile erase previous context?
No. Information already placed in a conversation remains in that context. Use separate sessions where isolation requires them.
Does a shared lesson include raw private data?
Not by default. Promote a reviewed, appropriately scoped improvement with provenance and an explicit audience rather than merging everyone’s private context.
BUILD WITH INTENTION