EEffata

Product

From app risk to tested DLP enforcement.

Effata follows the full GenAI DLP control lifecycle — eight steps that carry a decision from raw app risk all the way to proven, documented enforcement.

  1. 01AI Trust Center
  2. 02AI Governance
  3. 03Control Matrix
  4. 04Policy Blueprints
  5. 05Vendor Workspace
  6. 06Deployment Checklist
  7. 07Testing & Evidence
  8. 08Deliverables

These 8 stages are one workflow, not two product models: Effata has seven platform modules — AI Trust Center, AI Governance, Control Matrix, Policy Blueprints, Vendor Workspace, Testing & Evidence, and Deliverables. Below, Vendor Workspace is broken into the two stages you actually work through — Vendor Workspace and Deployment Checklist — which live inside that one module; Testing & Evidence stands on its own.

Step 01

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.

app-catalog — sampleLive

  • Azure AI Foundry

    AI Analytics

    84/100Medium Risk

  • NotebookLM

    AI Productivity

    74/100Medium Risk

  • Adobe Firefly

    Image Generator

    70/100Medium Risk

  • Adobe Express

    Image Generator

    67/100High Risk

  • Canva AI

    AI Productivity

    66/100High Risk

  • ChatGPT

    General Purpose AI

    65/100High Risk

  • Grammarly Business

    AI Writing

    58/100High Risk

  • Napkin AI

    AI Productivity

    46/100Critical Risk

  • Builder.io

    AI Productivity

    42/100Critical Risk

  • AIApply

    AI Productivity

    29/100Critical Risk

  • Grok

    AI Assistant

    22/100Critical Risk

  • Character.AI

    AI Assistant

    18/100Critical Risk

  • NoteGPT

    AI Productivity

    11/100Critical Risk

  • Chai

    AI Assistant

    9/100Critical Risk

  • Nero AI

    AI Productivity

    4/100Discovery Only

  • Adapta

    AI Assistant

    3/100Discovery Only

Step 02

AI Governance

Classify each application into a governance category — Approved & Supported, Approved with Conditions, Restricted, or Prohibited — based on business need and risk.

Produces

  • Governance category per app
  • In-scope / out-of-scope status
  • Governance rationale
  • AI Governance Register

Outcome

Move from a raw app list to a business-approved governance model.

app-governance — sampleLive

Meridian Financial Group — AI Governance

  • 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

    Medium Risk

  • Adobe Express

    Image Generator

    High Risk

  • Adobe Firefly

    Image Generator

    Medium 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

    High Risk

  • Adapta

    AI Assistant

    Discovery Only

  • 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

    Critical Risk

Step 03

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 GenAI app category.

control-matrix — sampleLive

Meridian Financial Group — Control Matrix

Risk familyApprovedConditionalRestricted
Credentials & SecretsBlockBlockBlock
Regulated DataCoachCoach + Just.Block
Source CodeCoachBlockBlock
Intellectual PropertyAlertCoachBlock

Step 04

Policy Blueprints

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

Turn governance decisions into a policy blueprint your DLP team can actually build from.

policy-blueprint — sampleLive

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

Step 05

Vendor Workspace

Translate policy blueprints into a vendor-specific implementation for the DLP tool you actually run.

Produces

  • Recommended policy stack and order
  • DLP profiles and app tags
  • Required objects
  • Known limitations and validation checks

Outcome

Turn your control matrix into Netskope-ready policies without starting from a blank console.

netskope-policy-pack — sampleLive

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

Step 06

Deployment Checklist

Track every dependency a policy needs before it goes live — profiles, objects, templates, and order — so nothing is missed.

Produces

  • DLP profile and object checklist
  • Notification template setup
  • AD group and policy order verification
  • Monitor-mode to enforcement tracking

Outcome

Give your DLP team a practical deployment path, not just a design document.

deployment-checklist — sampleLive

Meridian Financial Group — deployment tracker

  • Create DLP Profiles43/43
  • Confirm App Objects5/5
  • Verify User Identity3/3
  • Notification Templates8/12
  • Validation Checks2/4

Step 07

Testing & Evidence

Map test scenarios to every recommended policy and capture expected versus actual results for each one.

Produces

  • Must-pass and good-to-verify scenarios
  • Expected vs. actual outcomes
  • Policy chain validation
  • Tester, date, and evidence capture

Outcome

Validate that every GenAI DLP control works before you call the project complete.

testing-evidence — sampleLive

Meridian Financial Group — Testing Plan

35/35must-pass
8/11recommended

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

Step 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 Governance Register
  • Netskope Policy Pack
  • Evidence Report
  • Leadership Presentation

Outcome

Export the documents your engineers, architects, auditors, and leaders need.

required-objects — sampleLive
  • DLP Profile — Source Codedlp_profile
  • App Category — Approved GenAIapp_category
  • Coaching Template — Uploadsnotification
  • AD Group — GenAI Approved Usersuser_group

Reference

The vocabulary the lifecycle runs on.

App risk ratings

Critical RiskHigh RiskMedium RiskLow RiskDiscovery Only

Governance categories

Approved & SupportedApproved with ConditionsRestricted / UnassessedProhibited

DLP actions

AllowAlertCoachCoach + JustificationBlock

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

Walk the lifecycle yourself.

Request the guided product tour or read-only access to see the full run, from AI Trust Center to evidence report — no sales call required.

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