VAULT Intelligence · AI

How VAULT Intelligence Works

A clear, honest overview of what our AI does — and just as importantly, what it does not do.

What VAULT Intelligence is

An intelligent assistant that helps you understand, locate, organise and summarise information already inside your own VAULT. It can answer questions like “which subscriptions renew this month?”, find related documents, and highlight records that need updating.

What VAULT Intelligence is NOT

It is not a financial adviser, investment adviser, tax adviser, insurance adviser, credit adviser or trading assistant. It will not recommend stocks, mutual funds, insurance policies or loans, and it will not tell you what to buy, sell or hold.

Privacy controls you have

  • Turn VAULT Intelligence on or off at any time
  • Enable or disable document / statement / financial-record analysis independently
  • Clear or delete your entire AI conversation history
  • Download your AI interaction history
  • Opt-out of personalised suggestions
  • Model training on your data is off by default

What we never send to AI providers

  • Full card numbers, CVV/CVC, PIN, OTP
  • Online banking passwords or credentials
  • MFA secrets, recovery codes, API keys, session tokens
  • Records from another workspace than the one you’re viewing

Before any text reaches an AI provider it passes through a regex sensitive-data scanner. Detected secrets abort the request.

Possible inaccuracies

AI-generated responses may contain errors. VAULT distinguishes retrieved facts from AI interpretation and never invents amounts, dates or record names. Where records are incomplete, VAULT Intelligence tells you so instead of guessing.

Feature availability

VAULT Intelligence is currently in a controlled rollout. Its status for you right now:

Checking…

Report a concern

If a response ever exposes something it shouldn’t or feels wrong, please email security@vaultbypd.com. We treat AI safety reports with the same urgency as any security disclosure.