Vendor security questionnaire assistant
Draft answers from approved policies and control evidence, then isolate every question that needs an expert decision.
What this workflow does
Draft answers from approved policies and control evidence, then isolate every question that needs an expert decision. It produces a source-linked draft, validates it against policy, and keeps publication or system updates behind an explicit approval.
What you gain
Repetitive questionnaires move faster while unsupported promises stay out of customer responses.
What the AI agent changes
How this worked before
Templates could merge known fields, but they could not understand source documents or adapt the draft to exceptions.
What the AI agent changes
The agent reads source material, drafts the right version for the case, cites evidence, and leaves the final send or write to a person.
Agent trigger
A customer or procurement team submits a security questionnaire.
Inputs
- Process context: questionnaire, approved policy library, control evidence, architecture, product scope, and prior reviewed answers
- Approved policies, ownership, and exception rules
Agent flow
- 1
Assemble the current source material, template, and policy version.
- 2
Draft only claims that can be linked to allowed evidence.
- 3
Prepare evidence-linked draft answers, confidence, conflicts, and unanswered exceptions and mark every unresolved exception.
- 4
Publish or write back only the approved version.
Human decisions
After step 3
The accountable process owner approves evidence-linked draft answers, confidence, conflicts, and unanswered exceptions.
Outcome
- Security and legal-approved response packet
- Evidence, exceptions, and audit trail
Guardrails
- Never publish, send, or post without the named approval.
- Keep templates, policies, and source timestamps visible to the reviewer.
Risks and mitigations
Unsupported claims can enter a customer-facing or regulated record.
Attach evidence to material claims and block approval when citations are missing.
Sources and evidence
Sources establish feasibility or impact. Not every metric comes from an identical implementation.