Vendor Intake and Triage Automation | SAFE
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Third-Party Intake

Intelligent Third-Party
Intake and Triage

Turn an incomplete business request into a validated, risk-enriched third-party profile. SAFE TPRM AI Co-Worker collects the right information, fills in missing context and sets the level of due diligence before the third party enters your inventory.

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The Problem

Weak intake slows every step that follows

  1. Requests arrive incomplete

    Business owners submit requests with missing fields, wrong domains or no supporting documents, and analysts chase the gaps by email.

  2. Duplicates slip into the inventory

    The same supplier is requested under a different name or domain, and two records start to drift apart.

  3. Every request takes the same path

    Without an inherent risk score at intake, a low-risk request waits in the same queue as a critical one.

  4. Requesters cannot see progress

    Business teams ask the TPRM team for status updates because they have no way to track their own requests.

How It Works

From business request to the right due diligence

SAFE validates each intake submission, enriches it with company intelligence, calculates inherent risk and starts the workflow that fits that risk. Your analysts receive a complete, scored record instead of a half-filled form.

Intake is the first stage of the SAFE TPRM lifecycle.

Explore Third-Party Intake
Intake questionnaire with AI review prompting for missing data-sharing details

Validate every request before it enters your inventory

Business owners submit requests through in-platform intake forms, or requests arrive from ServiceNow TPRM, OneTrust, Ironclad CLM or APIs.

  • Each submission is checked for completeness before it is accepted.
  • AI compares the submission with the vendor's public website and flags mismatches.
  • Potential duplicates are caught against your existing inventory.
  • Incomplete, conflicting or high-risk submissions go back for review, while validated requests move forward.
Enriched third-party profile with exposure score, findings, digital footprint and issues

Enrich missing context with intelligence on 60M+ companies

SAFE fills the gaps in each request, so analysts do not research every new supplier from scratch.

  • Profiles are enriched with firmographic, industry, geographic, technology and cyber risk intelligence.
  • Key details are extracted from contracts, proposals, security documents and other uploads.
  • Enriched data fills your standard and custom third-party fields.
  • Source references and confidence indicators let analysts verify AI-enriched information.
Exposure score factors with SafeX summary and findings by score range

Calculate inherent risk and trigger proportionate due diligence

Every request is scored on the risk factors you configure, so the depth of review matches the real risk of the relationship.

  • SAFE recommends assessment depth, evidence requirements and approval path for each risk tier, and AI scopes the questionnaire.
  • The right assessment profile, workflow and approvals start automatically, and the assessment runs through document and evidence intelligence.
  • The inherent score sits next to the ongoing Exposure Score, so you can compare starting and current risk.
  • Drift from the original intake is visible across later assessments.
Third-party activity timeline showing status changes, issues and AI agent actions

Give requesters their own view of every request

Business requesters get their own view to submit, correct and track requests without emailing the TPRM team.

  • Requesters describe what they need in plain language.
  • They see status and respond to actions through onboarding.
  • Large batches of vendors can be loaded by CSV and routed by tier.
  • Third parties found by shadow third-party discovery go through the same intake, validation and risk scoring.
Why SAFE

Intake that does more than collect data

Intelligent from the first form

AI validates submissions and flags missing or inconsistent information before the TPRM team gets involved.

Risk-based from the first interaction

Every request is scored on inherent risk and business context, so diligence matches the actual risk.

Dynamic routing

Intake responses determine tiering, assessment scope, workflow path and the human involvement each request needs.

Self-service for the business

Requesters submit, correct and track requests on their own, which cuts back-and-forth for the TPRM team.

Challenges this solves

Accelerate AI Adoption

AI tool approvals take too long

Security, privacy, legal and procurement each gather evidence on their own, and business teams wait while the reviews run.
The Proof

Machine-Speed Defense. Measurable Results.

Instacart operationalizes enterprise-scale TPRM while reducing assessment effort.

Retail USA

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The Challenge

Instacart's TPRM team managed hundreds of vendors through manual processes that slowed assessments and limited visibility. They needed a more automated, risk-based approach to scale the program.

The Results

30+
hours
of analyst work eliminated per assessment
3
weeks
to operationalize TPRM with 600+ vendors
100%
vendors
assessed and monitored with zero added headcount
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