Settings & controls

Every control an administrator has — on one screen each.

Settings is a module: a grouped navigation and one dedicated screen per section, read from the server, secrets never shown. Identity and access, case workflows and agencies, AI models and the data boundary, connectors and lookups, MCP endpoints, system health, accreditation. Four editions: Foundation, Professional, In-tenant and Sovereign. Foundation runs single-tenant and DataFab-operated in the region you choose; from Professional upward the data plane runs on hosts and volumes you control, under your keys; In-tenant runs the control plane inside your own subscription; Sovereign has no external connectivity.

The map · six groups
SETTINGS · OVERVIEW
Settings overview
Settings overview. Quick links to every section with a one-line blurb; backing services are named by role — graph database, cache & queues, search index.
Organization

People and the structure they sit in.

Users carry a base role, a clearance and a department. Departments carry defaults for new members. A bootstrap administrator exists from the first start and can never be locked out by a recreated database.

Users

Role, clearance, department, MFA state, last sign-in; create, deactivate, reset, revoke sessions. First sign-in forces a password change; password policy and lockout are enforced server-side.

SETTINGS · USERS
Users

Departments

A hierarchy with heads, and a default role and clearance for new members — applied on creation and by identity-provider claim mappings.

SETTINGS · DEPARTMENTS
Departments
Identity & access

Permissions, not roles. Reviewed, logged, computed.

Every operational and administrative capability is a named permission; built-in roles are permission sets; custom roles sit on a base ladder role so case access, workspace membership and clearance keep working. Four identity providers, scoped API keys, a periodic access review and a security-event log are all built in.

Roles & permissions

The matrix of who holds what — users.manage, evidence.dispose, approvals.decide, connectors.manage… — with custom roles that narrow or widen a base role. Effective permissions ride in the token and refresh within 30 seconds.

SETTINGS · ROLES & PERMISSIONS
Roles and permissions

Access providers

Local accounts, and OIDC single sign-on with Google, Microsoft Entra, Okta or any generic issuer — one callback, a button per provider on the sign-in page. Claim mappings turn an IdP group into a role, clearance and department on every sign-in.

SETTINGS · ACCESS PROVIDERS
Access providers

API keys

Service principals with scopes narrower than their role, expiry and revocation; the key is shown once and never again. Revocation takes effect within 30 seconds.

SETTINGS · API KEYS
API keys

Access review

Dormant accounts, privileged users without MFA, expiring keys, unusual grants — computed from the live system rather than assembled by hand, and the starting point for a recertification campaign: every active account and key gets a decision — keep, reduce or revoke, with a reason — and the closed campaign is the evidence that access was reviewed.

SETTINGS · ACCESS REVIEW
Access review

Security events

Sign-ins, failures, lockouts, MFA changes, sign-out-everywhere, and every user, role, department, key and identity-provider change — with actor, IP and browser.

SETTINGS · SECURITY EVENTS
Security events

Security & compliance posture

The sign-in and account policy is edited here — password strength and rotation, lockout, who must carry MFA, the idle timeout, dormancy, whether raising someone to admin needs a second administrator — stored as a versioned record, every change diffed onto the security log. Below it the posture is reported as the server finds it: evidence at rest (AES-256-GCM, antivirus), integrity, audit anchoring, rate limits and backups — numbers and booleans, never secret values.

SETTINGS · SECURITY
Security posture
Session lockidle sessions rejected after the limit set on the sign-in policy; the browser reports activity, scripts and API keys are never idle
MFATOTP enrolment, optionally forced per role; token versioning revokes live sessions on password or role change
Clearancepublic < internal < confidential < secret gates every case, source and connector
Case accessowner · co-owner · analyst · reviewer · viewer grants; a restricted case is a 404 to everyone else
Two-person approvalclosing, unsealing, disclosure, asset decisions: one requests, a different supervisor decides
Rate limitsper user and IP buckets for login, AI, upload and API; counters exported to your monitoring
Cases & analysis

The process and the agencies, in the organization's hands.

Case workflows — BPMN 2.0

Standard notation, the standard editor and a standard engine. Definitions by case type and workspace, active and auto-start; lanes are roles, task data is the case, SLA timers escalate; saving bumps a version and running cases keep theirs. A 44-node major-financial-crime template ships laid out.

SETTINGS · CASE WORKFLOWS · BPMN MODELER
BPMN modeler

Agencies

The library of 105 ready agencies — 84 on demand across 12 disciplines and 21 on a schedule or an event — enable, edit, reset to the shipped definition, or create your own: prompt, contexts, allowed tools, output shape, effects, autonomy. The Studio adds chains, testing against a live target with the execution trace, and publishing.

SETTINGS · AGENCIES
Agency library editor
AI & data · bring your own LLM

Any model. Inside a boundary you set.

The providers in your environment appear as built-ins; register any other model — any Chat-Completions endpoint, a government-cloud deployment, the Anthropic Messages API, Bedrock, a local server — test it in place, and assign a model per feature: dialog, chat, insights, agencies, background checks. Keys are write-only and masked. Every model carries a location, and a feature can only be served by a model inside the deployment's data boundary.

AI models & data boundary

The registry with a per-model test, the feature → model grid, and the boundary report. Model labels travel into execution traces and proposal stamps, so every AI write names the model that made it.

Outsidecase data would reach a commercial API outside the boundary
Incompletea boundary is set but a feature has no model that satisfies it
Insideevery feature is served inside the boundary — commercial, government or on-premises
SETTINGS · AI MODELS & DATA BOUNDARY
AI models: which model each feature uses
Bring your own LLM. Providers from the deployment plus any model you register, each testable, and the model each feature uses.

Agencies & MCP usage

A usage ledger records every model call and every tool call off the request path — which agency, which connector, which tool, by whom, how long it took and what it returned. Settings → System shows it across the deployment; each workspace sees its own, and each agency has its own analytics page with outcomes, p50/p95 durations and the chains it runs in.

SETTINGS · SYSTEM · AGENCIES & MCP USAGE
Agencies and MCP usage

Connectors

External MCP servers with a tool filter that keeps big servers to the relevant subset, write-only header secrets, and a classification ceiling that withholds a connector from cases above it — in the dialog and in agency runs. The built-in hub: investigation tools hosted in-process by category, keys held server-side and never shown.

SETTINGS · CONNECTORS
Connector settings: registered servers with their scope, tools, classification ceiling and status

Lookups & data providers

Every lookup and background-check source — company registries, sanctions, blockchain, media, courts, digital footprint, professional profiles — with its key state; an unconfigured or rate-limited provider says so on the report rather than hiding.

SETTINGS · DATA PROVIDERS
Data providers

Enterprise connections

Named connections to your own systems — SQL, NoSQL, object storage, SaaS, streaming — configured as a single URL or a JSON map of many, shown with official marks, described without secrets, every host checked against the egress policy.

CONNECTORS · ENTERPRISE
Enterprise connectors

Schema Builder

The data model in the organization's hands: one tab per entity type or case record type, sections and fields, JSON Schema alongside; a new entity type is a real label with forms, colours and agency tools following.

SETTINGS · SCHEMAS
Schema Builder
Integrations

The platform as an MCP server, and as a sink for your feeds.

MCP endpoint

A JSON-RPC MCP server with client snippets: producers push events, upsert nodes and edges, delete — with per-source tokens. Any MCP-capable tool can feed a live graph.

SETTINGS · MCP ENDPOINT
MCP endpoint

Push endpoints

Every ingress and webhook source across workspaces with its URL, token rotation and pause — the places your systems post to.

SETTINGS · PUSH ENDPOINTS
Push endpoints
System

Your infrastructure: storage, databases and keys you control, with the models you choose.

Evidence files, working copies, subject media and audit anchors live in directories or volumes you choose; the graph database, cache and search index are reachable only on your private network; from Professional up, every key is held in your own key manager, under your control; backups cover every volume with a manifest. Detail is in the architecture and assurance dossier, shared under NDA. The platform runs without internet access. Lookups, external connectors and commercial models are optional, and each is governed by the data boundary.

Health & metrics

The graph database, cache and search index with latencies, rate-limit counters per route family, and a metrics endpoint for your monitoring.

SETTINGS · HEALTH & METRICS
Health and metrics: the graph database, cache and queues, and search index with their latencies

Notifications

Each person's inbox delivered where they work: Microsoft Teams, Symphony, Slack, Google Chat, Webex, e-mail through the relay or Microsoft 365, SMS, ServiceNow, PagerDuty, Opsgenie, xMatters, Splunk HEC or a signed webhook. Each channel takes the kinds of notice its owner chooses, at full, title or minimal detail, with quiet hours. Confidential and secret cases always go out minimal (a link, never the content). Administrators set which products are allowed and the most a notice may say.

SETTINGS · NOTIFICATIONS
Notifications

Preferences & shortcuts

Text size, live-view options, each user's declared interests for conflict checks, and the keyboard reference.

SETTINGS · PREFERENCES
Preferences
Accreditation evidence

The control baseline, assessed against your deployment on every load.

DataFab is certified to ISO/IEC 27001:2022, ISO/IEC 42001 and SOC 2 Type II. Settings → Accreditation maps the NIST SP 800-53 rev 5 controls the platform touches — requirement, how it is met, evidence pointers — and computes each status from the running system: user and MFA facts, key ages, anchor age, FIPS state, SBOMs, CSP reports, backup age. Every non-met check carries the action that closes it. The evidence package is a zip a reviewer can take away: report, controls, cryptography inventory, attack surface, SBOMs, audits, facts.

SETTINGS · ACCREDITATION · FULL PAGE
Accreditation: open items, control matrix, cryptography inventory, SBOMs, attack surface
Accreditation, full page. Open items first, then the control matrix, cryptography inventory with FIPS state, SBOM and vulnerability summaries, attack surface.
AU · audithash-chained entries per case, reads included, heads anchored daily to a file and an optional webhook
SC · evidence at restoriginals immutable, sha256 on upload, re-hashed on download, AES-256-GCM, optional antivirus
SC-13 · cryptographyFIPS path for password hashing, and an inventory of every algorithm in use
SA · supply chainCycloneDX SBOMs for backend and frontend, dependency audits, every route with its auth requirement
CP · continuityscripted backups with a manifest, restore, backup age reported into the assessment
Data boundaryevery model provider located; a feature served only inside the configured boundary

The frameworks shown are what the evidence is organised for; the evidence itself is generated by the platform and exportable as a package.

SOC 2 — Trust Services CriteriaISO/IEC 27001 — Information Security ManagementISO/IEC 42001 — AI Management System