Platform
One platform for the complete AI governance engineering lifecycle.
Effata connects application intelligence, governance decisions, data-risk controls, vendor policy engineering, implementation planning, testing and documentation — eight modules that carry a decision from raw app risk all the way to proven, documented enforcement.
- 01Foundation
- 02AI Trust Center
- 03AI Governance
- 04Control Matrix
- 05Policy Blueprint
- 06Vendor Workspace
- 07Deployment & Testing
- 08Deliverables
Every module contributes to one outcome: govern AI applications, and put those decisions into operation. For the same work in the order a team actually moves through it, see How It Works.
Module 01
Foundation
Establish the organisational context every later decision depends on — business units, data risk families, existing security platforms, ownership, and the policy environment already in place.
Produces
- Organisation and business unit model
- Data risk family definitions
- Existing security platform inventory
- Ownership and approval structure
- Classification and sensitivity labels
Outcome
Give every governance decision a consistent, organisation-specific frame of reference instead of generic defaults.
Prepared for Meridian Financial Group
GenAI DLP Posture Score
62/95
Module 02
AI Trust Center
Evaluate AI applications using DLP capabilities, enterprise controls, compliance relevance, and available security evidence.
Produces
- Trust score and risk rating
- AI category
- DLP activity coverage
- Governance recommendation
- Evaluation evidence
Outcome
Know which applications require approval, conditions, restriction, or prohibition.
Module 03
AI Governance
Classify each application into a governance category — Approved & Supported, Approved with Conditions, Restricted, or Prohibited — and scope that decision to the business units, groups, and application instances it applies to.
Produces
- Governance category per app
- Organisational scope and instances
- Decision rationale and owner
- Review and approval status
- AI Application Governance Register
Outcome
Move from a raw app list to a business-approved governance register.
Meridian Financial Group — AI Governance
- Medium Risk
Azure AI Foundry
AI Analytics
- Medium Risk
GitHub Copilot
AI Code Assistant
- Medium Risk
Microsoft Copilot (M365)
Enterprise AI Assistant
- Medium Risk
Articulate
AI Writing
- Medium Risk
Slack AI
AI Collaboration Assistant
- Medium Risk
Synthesia
AI Video
- High Risk
Adobe Express
Image Generator
- Medium Risk
Adobe Firefly
Image Generator
- High Risk
Amazon Q
AI Assistant
- High Risk
Arena AI
AI Assistant
- High Risk
Canva AI
AI Productivity
- High Risk
ChatGPT
General Purpose AI
- High Risk
Claude
General Purpose AI
- Discovery Only
Adapta
AI Assistant
- Critical Risk
AgentGPT
AI Assistant
- Critical Risk
AIApply
AI Productivity
- Critical Risk
Aible
AI Analytics
- Critical Risk
DeepSeek
AI Assistant
- Critical Risk
Devin
Code Assistant
- Critical Risk
ElevenLabs
AI Communication
Module 04
Control Matrix
Map data risk families against governance categories and activities to decide the exact DLP action for every combination.
Produces
- App access posture by category
- Data risk actions by category
- Prompt / upload controls
- Coaching message assignments
Outcome
Define exactly what should happen when sensitive data meets each AI app category.
Meridian Financial Group — Control Matrix
| Risk family | Approved | Conditional | Restricted |
|---|---|---|---|
| Credentials & Secrets | Block | Block | Block |
| Regulated Data | Coach | Coach + Just. | Block |
| Source Code | Coach | Block | Block |
| Intellectual Property | Alert | Coach | Block |
Module 05
Policy Blueprint
Convert every Control Matrix decision into a vendor-neutral policy blueprint — intent, source and destination logic, and expected action.
Produces
- Policy intent and grouping
- Source / destination logic
- Data profile requirements
- Expected actions and priority
Outcome
Hold a policy model that survives a change of security vendor, because it describes intent rather than configuration.
Meridian Financial Group — Policy Blueprints
- Block secrets everywhereBlock
activities: upload · prompt
- Protect regulated dataCoach
activities: upload
- Coach on customer dataCoach
activities: prompt
- Alert on source code uploadsAlert
activities: upload
Module 06
Vendor Workspace
Translate the neutral policy model into implementation-ready recommendations for the security platform you actually run.
Produces
- Recommended policy stack and order
- DLP profiles and app tags
- Required implementation objects
- Known limitations and validation checks
Outcome
Turn your control matrix into Netskope-ready policies without starting from a blank console.
Meridian Financial Group — Netskope tenant
- P100Prohibited GenAI — Access Blockblock
- P200Secrets & Keys — Global Blockblock
- P210Scoped — Corp Copilot Tenant (Finance)protect
- P300Approved & Supported — Content Protectprotect
- P400Approved w/ Conditions — Content Protectprotect
Module 07
Deployment & Testing
Prepare the implementation sequence and the proof that it worked — every dependency a policy needs before it goes live, and every scenario that must pass afterwards.
Produces
- DLP profile and object checklist
- Configuration sequence and prerequisites
- Must-pass and good-to-verify scenarios
- Expected vs. actual outcomes
- Tester, date, and evidence capture
Outcome
Give engineers a practical deployment path and prove every control works before the project is called complete.
Meridian Financial Group — deployment tracker
- Create DLP Profiles43/43
- Confirm App Objects5/5
- Verify User Identity3/3
- Notification Templates8/12
- Validation Checks2/4
Meridian Financial Group — Testing Plan
Sample records
- DLP-001Navigate to a prohibited GenAI app from a test account○ Pending
- DLP-002Upload a file containing Credentials, Keys & Secrets to any GenAI app✓ Passed
- DLP-003Paste an API key into an approved AI chat prompt✓ Passed
- DLP-004Upload a file containing Source Code to Generative AI✓ Passed
- DLP-005Upload a .pem file to a Restricted GenAI app✓ Passed
Module 08
Deliverables
Turn the same governance workflow into export-ready documents for every stakeholder — engineer, architect, auditor, and leadership.
Produces
- High & Low Level Design
- AI Application Governance Register
- Netskope Policy Pack
- Evidence Report
- Executive and posture reports
Outcome
Export the documents your engineers, architects, auditors, and leaders need.
- 01Executive Summary
- 02Governance Model & App Categories
- 03Policy Architecture
- 04Coaching & User Experience
- 05Risks & Mitigations
- 06Rollout Strategy
Reference
The vocabulary the platform runs on.
App risk ratings
Governance categories
DLP actions
Data risk families
- 01Credentials, Keys & Secrets
- 02Regulated Data
- 03Source Code
- 04Intellectual Property
- 05Customer & Employee Data
- 06Financial & Commercial Data
- 07Legal & Contractual Data
- 08Security & Infrastructure Data
- 09Internal Data
- 10Public & Low-Risk Data
FAQ
Questions we hear from security teams.
Does Effata replace Netskope?
No. Effata helps design, document, deploy, and validate AI governance controls. Netskope is the first supported vendor policy pack — enforcement stays with the platform you already run.
Does Effata push policies directly into Netskope?
Not today. Effata generates reviewable policy guidance, required objects, deployment checklists, testing plans, and deliverables. Every change to your tenant stays under your control.
Do I need to provide production data?
No. Effata can work with governance inputs, app categories, risk families, and sanitized implementation context.
What vendors are supported?
Netskope is available now. Additional DLP, CASB and SSE platforms are planned and will be introduced through vendor-specific implementation packs.
Who is Effata for?
Security leaders, security architects, DLP and CASB engineers, AI governance and risk teams, and the consultants and service providers who deliver these programmes.
Walk the platform yourself.
Explore a preconfigured workspace in read-only mode — from AI Trust Center to evidence report. No sales call required.