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  • Every figure from the book · part of the Insight broker suite
Security & deployment

Security, deployment and governance

InsightRollup runs inside the broker’s own environment and is built so a model can never be the source of a figure or take an action on its own.

Deployment

Your cloud, your database, your model account

Hosting

Runs in your environment

The API and UI deploy into your cloud account. Production refuses to start without an explicitly configured database and secret — no development fallback.

Data

Your PostgreSQL, your schema

Each product has its own schema. Database passwords are secret references resolved at run time, never in a URL.

Documents

Your object store, never local disk

Book exports and data-room files go to the object store you configure; otherwise only their text is kept.

Model

Your model account, or none

The agents and copilot call the model in your cloud account. Each can be switched off and the product keeps working on its engines.

Access

Scoped by deal, signed by person

Sign-in

One platform identity

Platform sign-in across the Insight products; tokens verified by the API on every request.

Scope

See the deals you work

A deal lead sees their acquisitions; practice leaders and compliance see the programme. Out-of-scope requests return nothing.

Roles

Leads hold the policy

Only practice leaders and compliance write rules and set the autonomy dial.

Agents

Their own identity

Agents run as themselves; a person's answer is carried out as that person and signed on the decision record.

Governance

What model risk and audit can see

Grounding

No ungrounded numbers

Every figure is the engines'; a model answer with a number not in its facts is discarded.

Grounded figures
Autonomy

Capped at ask first

Every acquisition action is hard-capped at L2; a tenant ceiling sits above the dial.

The dial
Record

A replayable decision record

Answers, sign-offs, rule versions and stage moves, with who and when.

The record
Traces

Every agent step

Model, tokens, cost and duration per step; prompts versioned; tests never call a real model.

The agents
Demo data

Everything on this site is illustrative

The acquirer, agencies, carriers, producers and clients shown are invented and generated from a fixed seed with .example domains. None of it is real or market data, and nothing here describes a customer.

See it on a book like yours

A 30-minute walkthrough on an illustrative pipeline.

Request a demo