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AI agent for information security analysts

Third-Party Security Review Agent

A documented risk rating for each new vendor based on checked evidence

Third-Party Security Review Agent: what goes in, what the agent does and what you get

What it does

Before a new supplier gets your data, security must review it, but questionnaires take weeks and answers are often accepted without checking evidence. This agent sends the right questionnaire based on the data the vendor will handle. It reads the answers and attached evidence such as certifications and test reports, and checks that the evidence supports each answer and is current. It also checks public sources for past breaches. Gaps produce specific follow-up questions to the vendor contact. After follow-up it checks again. If answers are still weak, it rates the risk and suggests contract terms to cover the gap. You approve the final risk rating and any exception. Edge case: an expired certificate is treated as no certificate until the vendor provides the new one.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Procurement requests a vendor review 2 DOES Choose questionnaire level from data types shared 3 USES A TOOL Send questionnaire draft for approval and collectanswers 4 USES A TOOL Check evidence, dates and public breach history 5 CHECKS THE RESULT Is every high-risk answer backed by currentevidence? If not: send follow-up questions for the gaps. Back tostep 3. 6 DOES Rate risk and suggest contract terms 7 YOU APPROVE Security lead approves rating and exceptions 8 RESULT Review filed and procurement informed
Read the steps as a list
  1. Procurement requests a vendor review
  2. Choose questionnaire level from data types shared
  3. Send questionnaire draft for approval and collect answers
  4. Check evidence, dates and public breach history
  5. Is every high-risk answer backed by current evidence?If not: send follow-up questions for the gaps. Back to step 3.
  6. Rate risk and suggest contract terms
  7. Security lead approves rating and exceptionsThe agent waits here for your OK.
  8. Review filed and procurement informed

How it decides

The questionnaire level depends on the data shared. Answers count only when evidence supports them and is in date.

  • Full questionnaire when personal or payment data is shared
  • Treat expired certifications as missing
  • Stop after two follow-up rounds and rate on what is known

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Questionnaire levels and triggers
  • Follow-up rounds allowed (default 2)
  • Contract clauses to suggest
  • Review deadline

What keeps you in control

It always asks you first

  • Sending questionnaires and follow-ups to vendors
  • Final risk rating and exceptions

Hard limits

  • Never approves a vendor on its own
  • Does not share internal risk ratings with vendors

It stops when

  • Done: rating approved
  • Stop: vendor does not respond within the deadline

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA payroll vendor bidding for Lindenfield Hospital claimed encryption at rest and a current audit report. The report had expired four months earlier, so the evidence check failed and the agent asked for the new one. The vendor sent a bridge letter covering the gap. The agent rated the risk medium and suggested a 12-month review clause. The security manager approved the rating on May 6.

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