Expanded Systems Reference
Secure CDM
A governed data foundation for private business workflows.
Summary
Where this system fits.
Secondary reference material for teams and crawlers that need more detail than the public navigation exposes.
What It Is
Secure CDM gives a company a controlled canonical model of important business records across internal systems, source-of-record boundaries, workflow state, and evidence.
What It's For
A governed data foundation for private business workflows.
Why It's Needed
Operational teams often need one answer about a customer, invoice, payment, project, vendor, or obligation, but the authoritative facts live across multiple systems and manual records.
Reference Detail
Operational shape.
Who Uses It
- Finance and accounting teams
- Operations leaders
- Project operations teams
- Approved agents and private skills
- Developers building workflow controls
Inputs
- Internal SaaS systems
- Accounting and project-management systems
- Bank and payment sources
- Customer-owned databases
- Historical archives and exports
- Operator-entered review decisions
Processing
- Models canonical business records and relationships
- Tracks which source system owns each important fact
- Detects missing data and cross-system mismatches
- Preserves evidence and lineage for workflow decisions
- Exposes permissioned workflow APIs for approved actions
Human Controls
- Role-based access controls
- Review checkpoints for sensitive decisions
- Data quality review surfaces
- Audit trails for data access and workflow changes
Security and Privacy Notes
- Designed for private business data and controlled access
- Can be deployed in Big Robot-managed or customer-controlled environments
- Avoids exposing raw customer data unless the workflow explicitly requires approved access
- Supports audit-ready lineage for records, evidence, and decisions
Outputs
- Canonical records
- Source-of-truth policy decisions
- Workflow API actions
- Data quality warnings
- Evidence references
- Audit-ready decision trails
Integrations
- Procore
- Sage Intacct
- QuickBooks
- Customer-owned databases
- Banking and payment sources
- Internal SaaS systems
Implementation Pattern
- Start with a workflow that already has high-value manual work or high-risk ambiguity.
- Identify the source systems, authority boundaries, and approval rules.
- Model the canonical records needed for the workflow.
- Connect controls, agents, and notifications only after the data foundation is clear enough to trust.
Results or Expected Outcomes
- A clearer source of truth for cross-system workflow state
- Reduced manual reconciliation effort
- Better visibility into data quality and authority conflicts
- A safer foundation for agents and workflow automation
When to Use
- A workflow depends on facts split across several systems
- Sensitive actions require lineage, permissions, and audit trails
- Teams need agents or web controls to act against trusted business state
When Not to Use
- The workflow is simple enough for a single existing system
- The organization is not ready to define source-of-truth rules
- There is no meaningful operational value in connecting the data
Related Systems
FAQ
FAQ
Is Secure CDM a data warehouse?
No. Secure CDM is a governed operating model for workflow state, source authority, evidence, and approved actions. It may connect to warehouse-style data, but its job is operational control.
Why does Secure CDM matter for AI?
Agents are safer and more useful when they work from controlled business records, known source systems, permissions, and review trails instead of loose context alone.