AI Governance
Let AI work across finance without losing control. Give AI the context and access it needs to do meaningful financial work, while keeping clear boundaries around what it can see, what it can change, and what reaches the live model.
Set the boundaries before the work begins
Ask mode: read-only analysis, explanation and exploration
Agent mode: action inside Oculon when it is appropriate
Access controls across agents, automations and workspaces
AI works in a sandbox and never touches the live model
Agent changes happen in an isolated copy, so AI can build, change assumptions or create scenarios while the approved model stays untouched.
See the work before you approve it
Every multi-step task shows its progress, and Oculon calculates the difference against the live model before anything moves forward.
A human in every material decision
Approve, reject or request a revision. Only approved changes ever reach the live model.
Stay in control after the work is done
Protect the data behind the intelligence
Clear answers on how customer data is handled by AI providers: whether it is used for model training, how long it is retained, and how subprocessors are governed.
Customer financial data remains isolated to the customer environment and is not used to train shared foundation models. AI providers and subprocessors are reviewed against Oculon’s security and data-protection requirements.
Frequently asked questions
Yes. Ask mode is read-only and prevents structural changes.
No. Agent changes can happen in a sandbox and move through review before they reach the live model.
Yes. Review supports Approve, Reject, or Request Revision.
Yes. Actions and changes can become part of Oculon’s broader audit history.
Yes. Oculon includes personal, workspace, thread-level, and workspace-level memory controls.
AI Governance
Let AI work across finance without losing control. Give AI the context and access it needs to do meaningful financial work, while keeping clear boundaries around what it can see, what it can change, and what reaches the live model.
Set the boundaries before the work begins
Ask mode: read-only analysis, explanation and exploration
Agent mode: action inside Oculon when it is appropriate
Access controls across agents, automations and workspaces
AI works in a sandbox and never touches the live model
Agent changes happen in an isolated copy, so AI can build, change assumptions or create scenarios while the approved model stays untouched.
See the work before you approve it
Every multi-step task shows its progress, and Oculon calculates the difference against the live model before anything moves forward.
A human in every material decision
Approve, reject or request a revision. Only approved changes ever reach the live model.
Stay in control after the work is done
Protect the data behind the intelligence
Clear answers on how customer data is handled by AI providers: whether it is used for model training, how long it is retained, and how subprocessors are governed.
Customer financial data remains isolated to the customer environment and is not used to train shared foundation models. AI providers and subprocessors are reviewed against Oculon’s security and data-protection requirements.
Frequently asked questions
Yes. Ask mode is read-only and prevents structural changes.
No. Agent changes can happen in a sandbox and move through review before they reach the live model.
Yes. Review supports Approve, Reject, or Request Revision.
Yes. Actions and changes can become part of Oculon’s broader audit history.
Yes. Oculon includes personal, workspace, thread-level, and workspace-level memory controls.
AI Governance
Let AI work across finance without losing control. Give AI the context and access it needs to do meaningful financial work, while keeping clear boundaries around what it can see, what it can change, and what reaches the live model.
Set the boundaries before the work begins
Ask mode: read-only analysis, explanation and exploration
Agent mode: action inside Oculon when it is appropriate
Access controls across agents, automations and workspaces
AI works in a sandbox and never touches the live model
Agent changes happen in an isolated copy, so AI can build, change assumptions or create scenarios while the approved model stays untouched.
See the work before you approve it
Every multi-step task shows its progress, and Oculon calculates the difference against the live model before anything moves forward.
A human in every material decision
Approve, reject or request a revision. Only approved changes ever reach the live model.
Stay in control after the work is done
Protect the data behind the intelligence
Clear answers on how customer data is handled by AI providers: whether it is used for model training, how long it is retained, and how subprocessors are governed.
Customer financial data remains isolated to the customer environment and is not used to train shared foundation models. AI providers and subprocessors are reviewed against Oculon’s security and data-protection requirements.
Frequently asked questions
Yes. Ask mode is read-only and prevents structural changes.
No. Agent changes can happen in a sandbox and move through review before they reach the live model.
Yes. Review supports Approve, Reject, or Request Revision.
Yes. Actions and changes can become part of Oculon’s broader audit history.
Yes. Oculon includes personal, workspace, thread-level, and workspace-level memory controls.
