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Security Principles
Read only connectivity, least privilege design, and transparent boundaries around data handling.
Read only by default where supported
Clear data boundaries tied to workflow needs
Security and reliability treated as one system
Read Only as a Core Constraint
Clarity is built for visibility and analysis, not transaction execution. Wherever provider capabilities allow, account connections are read only so users can monitor and report without introducing movement risk.
Defensible Data Boundaries
Data collection should match workflow purpose. We limit processing to what is required for analytics, reporting, and continuity of user operations.
- Purpose driven data handling
- Transparent boundaries around ingestion
- Practical controls that map to real workflows
Trust Through Consistency
Security posture is reinforced by predictable sync behavior and auditable records. Reliability and security are not separate concerns in financial operations.