Direct answer

Evaluate an AI vendor's data use and training terms, retention and deletion, identity and access, encryption, tenant separation, logs, subprocessors, hosting, incident duties, AI-specific testing, independent assurance, legal commitments, availability, export, and termination. Verify evidence and configuration for the exact product and plan you will deploy.

01

Start with context

Define the use before reviewing the vendor

  • Business purpose and intended users
  • Information categories and minimum necessary fields
  • Whether the system only reads, drafts, recommends, or takes actions
  • Connected systems and permission level
  • Customer, employee, financial, legal, or safety impact
  • Required availability, recovery, and support
  • Applicable contracts, regulations, and internal policies
02

Core review

Ask for specific controls and evidence

AreaQuestionEvidence
Data useAre inputs, outputs, metadata, or feedback used for training?Contract and product-specific data terms
RetentionHow long is data stored and how is deletion verified?Configuration, retention schedule, deletion process
IdentityCan access use SSO, MFA, roles, and least privilege?Administrative documentation and test account
SecurityHow are data and secrets protected?Architecture, encryption, key, and secure-development evidence
LogsCan administrators trace access, prompts, actions, and exports?Sample audit events and retention
Supply chainWhich subprocessors, models, and hosting regions participate?Current subprocessor and data-flow list
IncidentWhen and how will the customer be notified?Contract language and response process
ExitCan data, configuration, and logs be exported and deleted?Demonstrated export and termination procedure
03

AI-specific risk

Traditional security assurance is necessary but incomplete

  • Prompt injection and malicious retrieved content
  • Sensitive information disclosure in outputs or logs
  • Excessive agency and tool permissions
  • Insecure output passed into another system
  • Model, data, plugin, and dependency supply-chain risk
  • Poisoned or untrusted source material
  • Unbounded consumption, unexpected cost, or denial of service
  • Model or product changes that alter tested behavior
04

Evidence hierarchy

Move from claims to configuration and contracts

01

Published claim

Useful for discovery, but not enough for approval.

02

Technical documentation

Confirms intended architecture and available controls.

03

Independent assurance

Review scope, period, exceptions, and whether the exact service is covered.

04

Customer test

Verify identity, logs, deletion, export, limits, and relevant security behavior.

05

Contract

Make material data, incident, subprocessor, support, and termination duties enforceable.

05

Decision

Approve the use case, not the vendor in the abstract

The same vendor may be acceptable for public content drafting and unacceptable for a workflow involving restricted records or autonomous actions. Record approved data, users, integrations, actions, configuration, review date, and prohibited uses.

The value point

After this page, you should be able to decide:

Whether the vendor and selected service tier can support the intended data, actions, risk, and exit requirements.

Your working output should be an evidence-based security review, contract questions, AI-specific threat list, and approve, limit, or reject decision.

Questions business leaders ask

Frequently asked questions

Is a SOC 2 report enough to approve an AI vendor?+

No. It can be useful assurance, but review its scope, period, exceptions, and exact services. AI data use, model behavior, prompt injection, actions, retention, and product-specific controls still require review.

What is the most important AI vendor question?+

Start with what happens to inputs, outputs, metadata, and feedback in the exact account and service tier, then confirm the answer contractually and through configuration.

Should a small business perform vendor security review?+

Yes, proportionate to risk. A focused review can still cover data, access, retention, incidents, assurance, subprocessors, and exit.

How often should an AI vendor be reviewed?+

Review before use, at contract renewal, after material product or model changes, after incidents, and when the use case, data, integrations, or action permissions expand.

Research anchors

Primary and authoritative sources

Examples and planning ranges are clearly labeled. Source terms, provider behavior, and regulations can change; verify current requirements for your organization and jurisdiction.

Prepared and reviewed by the Future Made Useful systems editorial team. Material guidance reviewed July 17, 2026.