# DataSnipper

Agentic automation platform

Research: https://www.safecli.org/company/datasnipper.com
Company: https://datasnipper.com

## Evidence status

Procurement review needed
Source review: 2026-10-24T16:12:19.722Z
API: Unknown

Company-published claims, not independently verified controls. Unknown is not evidence of absence.

## Procurement checks

### Security assurance — Mixed claims — review

> To demonstrate our commitment to security, DataSnipper is SOC 2 Type II compliant, meaning our systems and processes meet the stringent security, availability, and confidentiality requirements outlined in the SOC 2 framework.

Source: https://www.datasnipper.com/security
Reviewed: 2026-10-24T16:12:19.722Z

> SOC 2 compliant

Source: https://datasnipper.com/
Reviewed: 2026-10-24T16:12:19.722Z

> SOC 2 compliant

Source: https://datasnipper.com/
Reviewed: 2026-10-24T16:12:19.722Z

- [ ] Request the current audit report, scope, exceptions and expiry; confirm the vendor entity.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### SSO & provisioning — Company-published

> Single Sign-On (SSO) lets users access multiple apps or websites using one set of login details.

Source: https://knowledge.datasnipper.com/en/articles/711701-faqs-on-user-management-system-ums
Reviewed: 2026-10-24T16:12:19.722Z

> UpLink also supports Single Sign-On (SSO).

Source: https://knowledge.datasnipper.com/en/articles/724597-faqs-for-uplink
Reviewed: 2026-10-24T16:12:19.722Z

- [ ] Test SSO enforcement, user removal and privileged-account recovery.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Access controls — Not found


- [ ] Test least-privilege roles and cross-tenant access with separate test accounts.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Auditability — Company-published

> Audit trail and security

Source: https://knowledge.datasnipper.com/en/articles/711701-faqs-on-user-management-system-ums
Reviewed: 2026-10-24T16:12:19.722Z

- [ ] Verify administrative and data-access events, retention and export.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Data handling — Mixed claims — review

> - UpLink is an AI-powered platform for efficiently and securely requesting client documentation (PBC) that automates document requests via engagement templates and routes queries to a secure external LLM provider with zero data retention.

Source: https://www.datasnipper.com/security
Reviewed: 2026-10-24T16:12:19.722Z

> All AI subprocessors are subject to our vendor risk management program, aligned with SOC 2 controls.

Source: https://www.datasnipper.com/security
Reviewed: 2026-10-24T16:12:19.722Z

> ### How does data retention differ from the DataSnipper AI add-in?

Source: https://www.datasnipper.com/resources/alwin-faq
Reviewed: 2026-10-24T16:12:19.722Z

- [ ] Review DPA, subprocessors, retention, deletion, residency and AI training use.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Reliability & support — Company-published

> In the event of a security incident, our Incident Response Plan ensures a structured escalation process, allowing us to contain and resolve issues efficiently.

Source: https://www.datasnipper.com/security
Reviewed: 2026-10-24T16:12:19.722Z

> To guarantee business continuity, we adhere to SOC 2 control 32, which outlines our Business Continuity and Disaster Recovery framework.

Source: https://www.datasnipper.com/security
Reviewed: 2026-10-24T16:12:19.722Z

- [ ] Request SLA, incident history, recovery targets and support escalation terms.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Product effectiveness — Not found


- [ ] Run a representative pilot against your current workflow; measure errors, missed cases, time saved and human review cost.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

## Decision

- Owner:
- Intended use and data sensitivity:
- Blocking requirements:
- Pilot success criteria:
- Unresolved risks:
- Decision and review date: