A secure workspace for documents, validation and board-ready reports.

Briavix Vault gives every case a controlled workflow: upload, extraction, analyst review, audit trail and report delivery.

Sample Client FZE

Margin-at-Risk Diagnostic · Q2 2026

In progress

Documents uploaded

18

Validated

12

+4 this week

Needs info

2

Action required

Secure document vault

Upload documents. We extract, review and turn them into intelligence.

3 documents

Invoice_INV-2291.pdf

Jul 8, 2026 · 412 KB

Validated

PO_4471_ShipmentA.pdf

Jul 8, 2026 · 288 KB

Under review

Distribution_Contract_2026.pdf

Jul 6, 2026 · 1.1 MB

Needs info

Illustrative sample data — not a real client case. The workspace preview above, and the analyst review and audit-trail examples below, all use synthetic clients, documents and events.

Document vault and role-based workspace

Every document has a lifecycle state, visible to the roles who need it.

Drop documents here, or click to browse

PDF, CSV, XLSX or DOCX — shared through a controlled, case-scoped workspace.

Product workflow preview — document upload becomes available after qualification and creation of an Engagement.

Diagnostic workflow

  1. Ingestion completed

    Completed

  2. AI-assisted extraction reviewed

    Completed

  3. Analyst review in progress

    In progress

  4. QA approval pending

    Pending

  5. Report ready

    Pending

Analyst review in progress

Reviewed by Senior Analyst — sample · Jul 8, 2026


Confidence

Awaiting confirmation of currency clause on Contract 2026-004 before finalizing exposure figures.

Margin-at-Risk Board Report — Q2 2026

Preparing · expected Jul 12, 2026

Audit trail

Every upload, extraction and analyst action is logged against the case. The events below are a sample.

Audit trail

  1. System recorded AI-assisted extraction proposals on 5 documents

    Jul 8, 2026 · 14:02

  2. Senior Analyst — sample marked Contract_2026 as Needs info

    Jul 8, 2026 · 15:41

  3. Client uploaded Receivables_Ledger_Jun.xlsx

    Jul 5, 2026 · 09:18

Access and confidentiality

Documents are shared through a controlled, case-scoped workspace and used only to produce your diagnostic. Access is limited to the analysts working your case. Every action against a document is recorded in the audit trail above.

Roadmap

Ongoing monitoring layer

A recurring monitoring view — refreshed exposure and margin tracking between full diagnostics — is planned for a future release, not yet available.

Request secure access.

Discuss your case and we'll set up a Briavix Vault workspace.

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