USE CASE

Bold Security for
Enterprise Software

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Insurance organizations operate on uniquely sensitive, high-value data: policyholder records, actuarial models, underwriting methodologies, reinsurance structures, claims documentation, litigation strategy, and proprietary risk scoring logic.

The exposure is not limited to PII. It includes aggregated case files, internal risk models, pricing strategy, and confidential carrier relationships.

Traditional tools detect fragments of data. They do not understand insurance-specific context.

The Outcome with Bold

Bold prevents customer data leakage from high-access teams, protects engineering IP, and enables secure AI adoption at enterprise scale. For companies built on trust, that control is foundational.

1. Professional Services and Support Teams

These teams access live customer environments, export logs, and handle tenant data daily.
Risk: Customer production data is exported locally for debugging and can be copied, uploaded, or stored without centralized visibility.
Why Bold is uniquely positioned

On-device AI classification distinguishes customer tenant data from internal content in real time

Prevention happens at the moment of export, copy, upload, or transfer across any application

Behavioral baselining detects abnormal cross-tenant access or unusual export volume

Control extends beyond browser into local files, desktop apps, screenshots, and AI tools

2. Engineering and Intellectual Property Protection

Core enterprise value lives in distributed code, architecture, models, and roadmap materials.
Risk: Engineers can intentionally or accidentally move proprietary IP into personal tools, AI assistants, or unmanaged storage.
Why Bold is uniquely positioned

On-device classification identifies proprietary code, model artifacts, and technical documentation without static rules

Real-time controls govern copy, paste, upload, and transfer across both browser and non-browser channels

Role-based behavioral baselining highlights abnormal bulk access or movement of sensitive assets

No customer content leaves the device for analysis, preserving engineering trust and privacy

3. AI Governance Without Disrupting Innovation

AI adoption is business-critical across engineering, product, and business teams.

Detects sensitive data before it is submitted to AI tools

Context-aware coaching guides users in real time rather than defaulting to hard blocking (with an over 90% successful redirection rate)

Policies can differentiate customer data, proprietary IP, and lower-risk content

Visibility spans sanctioned and unsanctioned AI tools across the endpoint

Bold enables secure AI usage at scale instead of attempting to prohibit it.

4. Personal Versus Corporate Boundary Control

Enterprise endpoints are oftentimes dual-use environments.

Precise distinction between corporate and personal accounts and destinations

Real-time prevention of sensitive uploads to personal email and storage

Governance across copy, paste, screenshots, and local file sharing

Visibility into sensitive files stored locally that increase accidental exposure risk

Bold closes the gap most organizations cannot see, where personal context intersects with corporate data.

What Bold delivers

Prevents proprietary models, underwriting playbooks, and aggregated books of business from leaving through copy, upload, AI tools, personal accounts, or bulk extraction.

Stops high-impact data movement before it becomes a reportable event, reducing regulatory exposure, breach notification risk, and reputational damage.

Prevents sensitive data from moving to personal accounts, unmanaged systems, or unintended external parties, while redirecting users to approved workflows in real time.

Identifies abnormal aggregation, bulk exports, and unusual access patterns before departure by combining user behavior and data sensitivity in one investigative view.

Prevents regulated policyholder data and proprietary models from entering public AI tools while allowing lower-risk operational use to proceed.

Key Protection Outcomes for Insurance Organizations

Even in tightly locked-down financial environments, risk still materializes at the point of user action:

Your differentiated risk intelligence stays protected at the point of user action.

Collaboration continues. Leakage does not.

Security moves from reactive investigation to early intervention.

Innovation advances without compromising defensibility.

Deal teams, executives, and relationship managers with legitimate elevated access and external counterparties

Misaddressed emails sent under time pressure

The outcome

Bold brings insurance-aware, on-device AI classification to the endpoint - where real risk occurs.