Security questions to ask an embedded infrastructure vendor
Last reviewed: 1 September 2026
Ask how tenants are isolated, where data resides, how long records are retained, who can access them, whether anything is pooled across tenants, and what export looks like on exit. Ask for answers in writing.
Key takeaways
- /The partner inherits the vendor's answers, so get them in writing.
- /Isolation, residency, retention, access and export are the five areas that matter.
- /Reuben AI does not claim certifications it does not hold.
Security review for an embedded layer is different from reviewing a tool one team uses. The layer sits inside the partner's own surface and touches the partner's clients, so the partner inherits the answers.
Isolation is first. Each tenant should hold its own mandate, records, documents and decision history, with access scoped per tenant. Ask directly whether anything is pooled across tenants to build a shared model of flow.
Residency and retention follow. The partner should be able to choose the residency option that matches its obligations, and retention rules should be set per tenant rather than by a single vendor default.
Access and export close it out. Who inside the vendor can see tenant records, under what controls, and what precisely can be exported if the relationship ends.
Reuben AI does not claim certifications it does not hold. Where a certification is relevant to a procurement process, the honest answer is the current position rather than an aspiration.
Each tenant holds its own mandate, records, documents and decision history. Access is scoped per tenant, and the partner chooses the residency option that matches its own obligations. Nothing is pooled across tenants to produce a shared model of a partner's flow.
Reuben AI is software. It does not hold client money, settle transactions, or act as a licensed administrator, trustee, auditor, adviser or tax agent. Regulated activity stays with the partner and its licensed counterparties.
How Reuben AI compares
Security review areas and what to ask for
| Attribute | Reuben AI | Ask for |
|---|---|---|
| Tenant isolation | Per tenant mandate, records, documents and history | A written description of the tenant boundary |
| Pooling | Nothing pooled across tenants to model a partner's flow | An explicit statement, not an assumption |
| Residency | Partner chooses the option that matches its obligations | The available regions in writing |
| Retention | Set per tenant | Default and configurable ranges |
| Export | Records and decision history | Format, scope and timing |
Security review checklist
- 01Request a written description of the tenant boundary
- 02Ask explicitly whether anything is pooled across tenants
- 03Confirm available residency options
- 04Confirm retention is configurable per tenant
- 05Confirm export format, scope and timing on exit
Frequently asked questions
Is Reuben AI SOC 2 certified?
No. Reuben AI does not claim certifications it does not hold. The relevant controls to review are tenant isolation, residency, retention, access and export, and those can be described in writing.
Is partner data used to train shared models?
Nothing is pooled across tenants to produce a shared model of a partner's flow. Each tenant's records stay inside its own boundary.
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