Does the assistant see other tenants’ data?

No. Retrieval is strictly organization-scoped and enforced by row-level security.

Which models power it?

It routes through the Vercel AI Gateway with a provider abstraction, so models can be configured and swapped.

AI Lending Assistant

Ask questions about your portfolio and public benchmarks in plain language.

Grounded in your data

The assistant answers from your organization-scoped portfolio, uploaded files, and public datasets — with no cross-tenant retrieval and internal citations where possible.

Examples

Compare this portfolio against public peer benchmarks. Overlay delinquency with unemployment and rate changes. Which states show elevated complaint risk for this product?

Frequently asked questions

Does the assistant see other tenants’ data?: No. Retrieval is strictly organization-scoped and enforced by row-level security.
Which models power it?: It routes through the Vercel AI Gateway with a provider abstraction, so models can be configured and swapped.