AI & Advisory Resources for Investment Firms | Atlas Technica

Solution Brief: Simple AI Necessities (SAIN)

Written by Atlas Technica | Nov 4, 2026, 7:40:16 PM

 

 Identity-connected access and baseline hardening for approved AI platforms.

 

 Read the website version of the brief

Before enabling an AI platform, establish a practical baseline: which platform is in scope, who can sign in, which settings will be configured, what activity can be logged, and who owns the handoff.

What SAIN is: Foundational AI access and baseline hardening.
Typical implementation effort: 3–6 hours for the initial scope.*
*Assumes licenses, administrative access, and test users are available.

GETTING STARTED

Define Scope
Define the exact libraries, mailboxes, and systems in scope. Confirm available platform logging.

Approved Connectors & Sources
Configure and validate only existing, supported sources approved for this use case.

Rule of Thumb
Start with approved, lower-risk use cases and approved data sources. Exclude trading and sensitive data.

IMPLEMENTATION MODULES

1. AI Use / Risk Waiver
What We Do: Confirm the AI Use / Risk Waiver is signed and document the approved platform, use case, and in-scope users before production access.
Business Impact — Documented Approval: Records the approved platform, use case, and in-scope users before production enablement.

2. Baseline Platform Hardening
What We Do: Apply platform-supported baseline security, logging/audit, data-handling, retention, and tenant-restriction settings, limited to the agreed scope.
Business Impact — Reduced Unmanaged AI Exposure: Steers users from personal accounts to approved enterprise tenants.

3. SSO & Approved Access
What We Do: Configure and validate SSO, security groups, and approved-user access for each in-scope AI platform.
Business Impact — Secure, Simplified Access: Centralizes sign-in and approved-user access for each in-scope platform.

4. Logging & Audit
What We Do: Enable and validate available platform logging and audit settings; document visibility limits.
Business Impact — Platform-Supported Audit Visibility: Enables available platform logging and audit settings. Event fields and retention vary by platform; visibility limits are documented.

5. Ownership & Escalation
What We Do: Document the client owner, administrative contacts, and escalation path for the configured environment.
Business Impact — Clear Accountability: Establishes an owner for integrations, exceptions, and escalations.

START WITH THE ESSENTIALS. SCALE WITH CONTROL.

SAIN establishes SSO, approved-user access, and baseline hardening for approved AI platforms. It is a light-touch implementation service—not an ongoing AI security or governance program.

SAIN (Access) → SAIF (Hardening) → SAIG (Governance)

SAIN configures approved platforms and existing supported connectors only.