An AI security review routing agent checks each request against your security triggers, such as a new vendor, access to company or customer data, a system integration, hosting outside approved regions or a missing recent assessment.
A request involves systems or sensitive data.
The agent reads data types, access and hosting detail.
It matches the policy's security review tiers.
It prepares known facts and open questions.
Security sets the depth and clears or blocks.
The review outcome goes on the request.
It gathers what the security team needs: the vendor, the product, the data involved, who will use it and whether an earlier assessment exists and when it expires.
The case is sent to the security queue with a stated reason. The agent does not rate the vendor's risk or clear the purchase.
Security teams cannot assess every purchase, so they need the right ones early, and they need the facts without having to ask for them.
The business has agreed to a tool before security has seen it.
Requesters cannot say what data the tool will touch, so security must ask.
A vendor reviewed last year is reviewed again, or one with an expired review is not.
Low-risk requests overload the security queue.
The requester and buyer do not know whether the review is passed, pending or failed.
The agent tests the request against the conditions your security team has set.
It looks for an existing assessment of the vendor and its date and outcome.
It collects vendor, product, data types, users and integrations from the request and quote.
The case goes to the right queue with the reason and the urgency noted.
The security team's decision is recorded and the requester and buyer are informed.
Bring a small sample and watch Flo work through it.
| Aspect | By hand | With the agent |
|---|---|---|
| Triage | Every software request is sent to security. | Only requests meeting review triggers are routed. |
| Information | Security asks for the same facts again and again. | Known facts from the request and vendor are sent up front. |
| Depth | The same review is run for every vendor. | The review tier follows data sensitivity and access. |
| Earlier reviews | Previous reviews are not found. | Past reviews of the vendor are shown. |
| Visibility | Requesters cannot tell whether security is done. | Review status appears on the request. |
| If | Then | Who decides |
|---|---|---|
| Tool will process sensitive data | Route to security at the higher tier | Security lead decides |
| Vendor was reviewed recently | Show the earlier review and its date | Security decides if it still holds |
| Tool needs no data and has no integrations | Mark as low risk and skip or lighten the review | Security lead sets the rule |
| Vendor has not provided required documents | List the missing items and ask | Buyer requests them |
| Tool connects to core systems | Flag the integration for deeper review | Security and IT decide |
| Review has expired | Flag the lapse | Security decides on re-review |
A tool is already in use before the request. The agent records it as retrospective and security decides on remediation.
Some vendors decline. The agent records the refusal and security decides whether to accept the risk.
An earlier review may be out of date. The agent flags the change and security decides on re-review.
No vendor exists to ask. The agent lists what is known and security decides how to assess it.
Talk it through with the team. We will map it to your steps and show where a person stays in control.
Agree the review tiers and what puts a request in each.
Prepare requests with facts and let buyers send them.
Send requests to the right queue once the tiering has held.
Add a check for recent vendor reviews to avoid repeats.
It shows whether security sees purchases early enough to influence them. A low share means the routing triggers fire too late in the process.
Quick answers to what people ask most about security review routing.
Book a demoIt is deciding whether a purchase needs a vendor security assessment and sending it to the security team with the facts they need. An AI agent applies your triggers and gathers the details.
No. It routes the case and collects information. The security team assesses the risk and decides whether the purchase may proceed.
It looks for a previous review of the vendor and shows its date and outcome, so the team can decide whether to reuse, refresh or redo it.
Only from what the requester states and the documents show. Unclear points are flagged for the security team to confirm with the vendor.
Legal review routing is the step that decides whether a purchase needs legal review and sends it to the right person with the right documents.
→IT review routing is the step that sends a technology purchase to the IT team for a check on fit, integration, support and overlap with existing tools.
→Budget owner approval is the step where the person responsible for a cost centre or budget line confirms that a purchase may be charged to it.
→Finance approval is the step where the finance team confirms that a purchase is properly coded, within budget and on acceptable payment terms.
→Bring a small sample of real items. We will show what Flo handles on its own and where it hands over to your team.
