Security & compliance

Access boundaries are part of the product.

Access is verified after sign-in, not assumed before it. Here is how it works, in plain English.

Security · live
Role checkVerified
Row-level securityEnforced
PHI in viewsNone
Secure enterprise technology environment

Boundaries built in, not bolted on.

First principle

Authentication and authorization are not the same thing.

Signing in proves who you are. It never decides what you are allowed to see or do.

Authentication — who you are

Access is invite-based. You sign in with email and password, or with Microsoft or Google when your organization enables single sign-on. Choosing a login type is only a convenience; it grants nothing.

Authorization — what you can do

After you sign in, your organization, role, and relationships determine exactly what you can see and do. Pick the wrong login type and you are still routed by your real role and tenant permissions.

The boundaries

Protections that apply everywhere in ValoraFlow.

The same access, isolation, and auditability guarantees hold across every lane.

Secure operations environment
  • Invite-first access

    Accounts are provisioned by invitation, never open self-signup.

  • Tenant isolation

    Every organization's data is isolated from every other tenant.

  • Role-based authorization

    What you can see and do is bound to your role and relationships.

  • Row-level security

    Isolation is enforced in the database, not just the interface.

  • No PHI in operational surfaces

    Health data never appears in normal broker, IMO, or carrier views.

  • Audit events

    Sensitive reads and financial actions are recorded.

  • Secure uploads

    File submissions are validated and handled on the server, not the browser.

  • Scoped partner access

    Broker-scoped and carrier-scoped access keep partners in their lane.

  • Carrier credential protection

    Carrier credentials are handled server-side and never exposed.

Trust boundaries you can explain to a carrier.