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SAFE’s Intake Form AI Agent

Zero effort third-party onboarding at scale

Without SAFE TPRM

4+ hours
per vendor

With SAFE TPRM

< 30 seconds
per vendor

The Challenge

Manually sifting through documents slows onboarding.
Inconsistent data fails to trigger tiering, scoring or workflows.
Risk profiling can’t begin until the data is cleaned and structured

What Does the Intake Form
AI Agent Do?

It parses intake forms and structures metadata for third-party onboarding using:

Vendor Name

Primary domain

Contact email

Employee count

Revenue

How it Works

Uses a large language model (LLM) to intelligently parse intake forms

Handles free-text and structured inputs using pattern recognition and natural language understanding

Auto-generates a structured General Information Set from diverse formats

"What used to take days of back-and-forth with business teams now takes minutes. SAFE extracts everything we need in clean, structured, and ready to go format, so we can jump straight into risk profiling."

— TPRM Manager, Global Retail Company

FAQ

What is the role of the Intake Form AI Agent?

This Agent automates and streamlines the vendor onboarding process. It automatically parses an intake form or a bulk upload. Relevant information is captured accurately and routed to the right workflows.

How do AI Agents handle sensitive or proprietary data?

All Agents operate within a secure, privacy-compliant framework. They adhere to data protection regulations (e.g., GDPR, SOC 2) and access only the information required for their function, with audit logging.

Can AI Agents integrate with existing tools and platforms?

Yes. AI Agents can integrate with popular GRC tools, ticketing systems, collaboration platforms, and security solutions via APIs or native connectors—ensuring they work within your existing ecosystem.

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