SECURITY & INSTITUTIONAL CONTROLS
Autonomous work. Institutional control.
Evaluate Lia around the work it will perform, the systems it will access, and the controls your institution requires.
HOW IT COMES TOGETHER
01
Communication cadence
Your institution controls the cadence. Lia sends automatically according to that configuration.
02
System permissions
Define the connections and actions needed for your workflows, including write-back to the relevant records.
03
Underwriting policies
Apply your institution’s guidelines to autonomous condition clearing, exception handling, and decisioning.
04
Security evaluation
Discuss architecture, data handling, retention, access controls, and your vendor review requirements with the Lia team.
Bring your security and technology teams into the evaluation. We’ll work through the requirements for your institution’s deployment.