Whitepaper

SECURITY & ARCHITECTURE

Helm AI is an enterprise AI layer that plugs into your ERP and turns existing business data into insights, reports, workflows and assistants — delivered as your own product.

This document describes the security architecture and controls Helm AI will implement for your deployment.

  • Your data stays yours. Your frontend and database live inside your infrastructure, with your keys.
  • Minimised & masked. Only the minimum data a task needs crosses to our processing layer, and personal identifiers are masked before any AI sees them.
  • Nothing retained. Our processing layer is stateless and zero-retention — nothing stored, cached long-term, or used to train any model.
  • Dedicated environment. Your deployment is isolated, with its own database and keys.

Deployment architecture

We use a split-plane setup. Your frontend and database stay inside your infrastructure; only Helm AI's backend (the AI logic) runs on ours. The two sides talk over one secure channel.

Your sideSecure channelOur side
Your source systems
ERP / CRM / DB · READ-SCOPED
Private link / VPN
DB NEVER PUBLIC
Reasoning & orchestration
OUR IP · NEVER SHIPPED
Helm AI frontend
RUNS IN YOUR ENVIRONMENT
Mutual TLS
BOTH PROVE IDENTITY
AI processing
STATELESS · ZERO RETENTION
Helm AI database
YOUR KEYS
Masking gateway
TOKENISE PII
Dedicated environment
ISOLATED DEPLOYMENT
Full audit
EVERY CALL LOGGED

Data stays in your perimeter at rest. Only the minimum a task needs crosses to us — masked and encrypted — and is discarded after the response.

Your side — your perimeter

  • Your source systems — ERP, CRM, databases (read-scoped). Read-only access to just the data a task needs, not the whole database.
  • Helm AI frontend — runs in your environment. The app your users see is hosted on your infrastructure.
  • Helm AI database — hosted on your side. Your data is stored in your environment, with the encryption keys held by you.

In the middle — secure channel

  • Private link / VPN — database never public. The connection runs through a private tunnel, so your database has no public address and can't be reached from the internet.
  • Mutual TLS — both sides prove identity. Encrypted, and both ends verify each other before any data moves — blocking impersonation and man-in-the-middle attacks.
  • Masking gateway — personal data tokenised before the AI. Real identifiers are replaced with tokens (Aisha Rahman becomes [PERSON_7]); the map back to real values stays on your side.
  • Full audit — every call logged. Every request is recorded (who, what, when, which records) to a tamper-evident log, with alerts on anything unusual.

Our side — AI backend

  • Reasoning & orchestration (our IP, never shipped to you). The AI logic stays on our servers, never installed in your environment, so it can't be copied — and your team never has to maintain it.
  • AI processing — stateless, zero retention. Each request is handled in memory and discarded — nothing stored, cached, or used to train any model.
  • Dedicated environment. Your deployment runs in its own isolated environment, configured and located to your requirements.
Bottom line: your data stays in your perimeter at rest; only the minimum a task needs crosses to us — masked and encrypted — and is discarded after the response.

Security controls

  • Work-email login — business-domain only, invite + approval; public domains rejected.
  • Granular permissions — access controlled down to module / feature level, so users only reach what their role allows.
  • Authorization on every object — the server re-checks permission for each record, so no one can reach data by guessing an ID.
  • Short-lived, scoped tokens — sessions expire fast and carry only the permissions needed. (SSO/MFA available on request.)
  • Passwords hashed (Argon2id) — one-way, never reversible.
  • Data encrypted at rest (AES-256) — encryption at the storage layer, protecting against stolen disks or backup copies.
  • Private networking — our backend services are not publicly exposed.

Threats & defenses

  • SQL injection → parameterised queries, input validation, least-privilege DB account
  • Unauthorised record access (IDOR) → server-side ownership check on every object
  • Session / credential theft → short-lived rotated tokens, secure cookies, anomaly checks
  • XSS / CSRF → output encoding and a strict Content-Security-Policy; anti-CSRF tokens and SameSite cookies
  • Prompt injection / AI leakage → guardrails, masking, least-privilege tools
  • DDoS / brute force → rate limiting, lockout, edge protection

AI & model safety

  • No training on your data — contractually. We use enterprise model endpoints contracted for zero retention and no training; the terms are available on request.
  • Even the model provider sees only tokens — never a real person, because masking happens before the request leaves the boundary.
  • The assistant inherits the user's permissions — it can't reach records the requesting user isn't authorised to see.
  • Least-privilege tools & approval gates — the AI can only call an allow-listed set of actions; sensitive or irreversible ones require human approval.
  • Guardrails on scope — restricted to text, email, calendar, documents and data analysis; no image or video generation.
  • Which models — primarily Google Gemini, with other enterprise models selected per use case.