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Technical and legal pack

Your data, your processing, your models. Under your law alone.

This document answers, in the order they are asked, the questions an IT department and a security officer raise when assessing the platform before deployment.

Subject
Platform for answering tenders, security questionnaires, DDQs, customer questionnaires, ESG questionnaires and external audits
Intended for
CIO, CISO, DPO, legal department, procurement
Vendor
Optivalue.ai, a French simplified joint-stock company (SAS) registered with the Grasse Trade and Companies Register (RCS) under number 853 951 556 · French law governs the contract
Distribution
Internal assessment · may be reproduced without restriction within the recipient organisation

1. Two definitions, set out first

Environment

Throughout our documents, “environment” means the client’s private instance, whichever deployment mode is chosen. When we write “no data outside your environment”, we mean that no uploaded data, no derived index and no inference request leaves that instance.

Private instance

An application stack, storage and a model dedicated to a single client. The instance is never shared between clients, including between entities of the same group if the client asks for separation by entity.

The direct consequence for a frequent question: no client data is used to train a shared model, neither ours nor a third party’s. A model further trained on a client’s documents remains attached to that client’s instance and disappears with it.

2. The three sovereignties, and why hosting covers only one

Most sovereignty commitments on the market concern storage. That is the first of the three questions, and the least demanding of the three.

The three layers of sovereignty: data, processing, model
Layer The question asked Our answer
Data Where are the documents and their derivatives stored, and under which law? Storage in the jurisdiction chosen by the client.
Processing Where does inference take place? Does the request go to a third-party service, possibly outside the jurisdiction? Inference takes place in the same private instance as storage. No call is made to a third-party model interface when a questionnaire is processed.
Model Who owns the model that read our documents, and what happens to it afterwards? The instance’s model is dedicated to the client. It is not shared, not reused for another client, and not fed back into a base model.

The test to put to any provider, including us: ask where the inference request goes, not just where the file sits. European hosting protects storage; it says nothing about processing if the request leaves the instance.

3. Three deployment modes

SaaS

Private instance operated by us, in the region chosen. Fastest go-live, no infrastructure prerequisites.

Operated by
Optivalue.ai

Private cloud

Deployment in the client’s own account, with the infrastructure provider the client has already selected and audited.

Operated by
Client, or shared

On-premise

Installation in the client’s data centre, compatible with complete network isolation (air-gap). No outbound traffic; updates delivered and applied according to the client’s procedure.

Operated by
Client

The on-premise mode serves classified environments, export-controlled data and internal policies that prohibit any processing outside the organisation’s walls. It changes neither the features nor the evidence mechanism.

4. Reversibility: the clause to read before all the others

An experienced IT department judges a provider on its exit before judging it on its features. Four commitments, to be checked in the contract.

Return of data

Your documents and all approved answers, exported in a format reusable without our platform, with their metadata: source, page, version, score, approver, timestamp.

Dated and complete deletion

Documents, indexes, vector representations, application logs, caches, backups, and propagation to any subcontractors. Each scope is named in the contract, with its deadline.

Auditable attestation

A signed, dated document listing what was deleted, where and when, which you can rely on at your next audit.

Model

The model dedicated to your instance is destroyed with it. Nothing learned from your documents survives anywhere else.

Contract
Terms of Service (CGS), art. 7.4 — reversibility and what happens to the data
Timeframe
30 days from the request

In on-premise mode, reversibility is inherently simpler: nothing has ever left, deletion is an operation internal to the client, and our attestation covers only the software deliverables.

5. Certifications: distinguishing the vendor from the host

Optivalue.ai is ISO/IEC 27001 certified as a software vendor. The certification covers our organisation, our development processes and our operations. The host’s certifications are the host’s own, and are verified with the host.

The question to ask us, and to ask any provider: “Does the scope of your certificate cover the product we are buying, or only the company that publishes it? Ask for the certificate and its statement of applicability, not the logo.”

6. The twelve questions, to send back to us completed

Send this page to your sales contact, or write to us directly: we return it completed, dated and signed, and it becomes a document in your assessment file.

Twelve assessment questions
No. Question
01 In which country will our instance be hosted, and which law governs the contract?
02 Where does inference take place, and can a call to a third-party service occur at any point in the processing?
03 Is the instance dedicated, and at what level is separation guaranteed?
04 List of subcontractors with access to the data, with their country and their role.
05 Encryption in transit and at rest: algorithms and key management.
06 Who at your company can access our data, under what conditions, and how is that access logged?
07 Exact scope of the ISO/IEC 27001 certificate, and statement of applicability.
08 Report of the latest penetration test, with date and scope.
09 Contractual timeframes for return and deletion, by scope.
10 Recovery objectives: maximum tolerable data loss and downtime.
11 Notification procedure in the event of a security incident, and timeframe.
12 In on-premise mode: hardware prerequisites, offline update procedure, and scope of support.