AI for documents your compliance team can approve.
Customer PII in policy documents. SEC and FINRA constraints on third-party data processors. TARA runs in your environment so sensitive data never leaves your perimeter.
The problem
Customer PII is embedded throughout policy documents, claims files, and internal memos. Sending that data to a third-party AI provider creates a liability your legal team cannot accept.
SEC, FINRA, and GLBA regulations restrict how third-party data processors handle financial records. Cloud-based AI tools stall at legal review because they cannot satisfy data residency requirements.
Existing Copilot and ChatGPT Enterprise evaluations stall at procurement because the vendor cannot guarantee where your data is processed or who has access.
Why TARA
Sovereign
TARA deploys into your existing private cloud or on-premises infrastructure. Documents are chunked, embedded, and queried entirely within your network boundary. No data egress, no third-party API calls, no call-home telemetry.
Verifiable
Every response cites the source document and page. Audit logs track every document access, every query, and every model interaction — the records your compliance team needs for examiner requests.
Integrated
OIDC SSO maps to your existing identity provider. Team buckets with role-based access control align with your internal information barriers. The admin dashboard provides upload audit logs your compliance officers can review independently.
Use cases
Policy and Procedure Q&A
Employees search internal policies in natural language and receive cited answers grounded in the current version of each document.
Claims File Review
Summarize multi-page claims files, extract key findings, and cross-reference against policy terms — with every claim linked to its source.
Regulatory Interpretation
Feed regulatory updates into TARA and surface deltas against your internal policies. Identify which procedures need revision before the compliance deadline.
Designed for regulated financial environments
TARA's self-hosted architecture is designed to support GLBA data handling requirements, SOX audit trail obligations, and state insurance department data residency rules. The deployment model is compatible with FS-ISAC member security baselines. Audit logs, document access tracking, and model query records provide the evidence chain your examiners expect.
See how TARA fits your compliance posture.
Schedule a technical walkthrough with our team. We will map TARA's deployment model to your specific regulatory requirements.