TAC / USE CASES
Real workflows.
Less exposure.
Keep the context that moves work forward.
Control the data each application receives.
Discuss your workflowCUSTOMER EXPERIENCE
Resolve the issue. Protect the customer.
Give a support assistant the conversation and account context it needs, with personal fields replaced before model access.
CRM + support tickettac Tokenized contextSupport assistant
01 / YOUR BOUNDARY
The source record
- customer
- Jordan Lee
- email
- jordan@example.com
- plan
- Business
- request
- Help me change my invoice address.
02 / PERMITTED DESTINATION
What the recipient receives
- customer
- [PERSON_01]
- email
- [EMAIL_01]
- plan
- Business
- request
- Help me change my invoice address.
Example workflow · fictional records
THE ACCESS RULEReplace name and email before the model call. Only the authorized support application can restore those fields in the reply.
USEFUL CONTEXTThe conversation, plan and reason for contact.
CONTROLLED DATAName, email and the mapping back to the customer.
BUSINESS OUTCOMEA useful draft reply with less personal data exposed to the model.
For your integrationTest token coverage and restoration permissions on your real ticket formats.
Plan the integration FINTECH & FINANCE
Move the workflow. Limit the exposure.
Use tokens across billing and reconciliation. Resolve the original account only for the service authorized to execute the payment.
Billing systemtac Vault referencesReconciliation service
01 / YOUR BOUNDARY
The source record
- account_holder
- Nora Stone
- bank_account
- DEMO-ACCOUNT-0042
- invoice
- INV-1042
- amount
- EUR 1,250.00
02 / PERMITTED DESTINATION
What the recipient receives
- account_holder
- [PERSON_02]
- bank_account
- [ACCOUNT_01]
- invoice
- INV-1042
- amount
- EUR 1,250.00
Example workflow · fictional records
THE ACCESS RULEKeep account details in the vault. Restrict restoration to the payment service, with access recorded for review.
USEFUL CONTEXTInvoice reference, currency and exact amount.
CONTROLLED DATAAccount holder and original bank-account value.
BUSINESS OUTCOMEReconcile invoices without copying raw account details into every downstream system.
For your integrationVerify which services can resolve account tokens, for which purpose and for how long.
Plan the integration MARKETPLACES & ONBOARDING
Share the status. Keep the identity file.
Pass the result of an existing verification to an application while retaining the underlying identity record within your boundary.
Verified customer recordtac Selected fieldsOnboarding application
01 / YOUR BOUNDARY
The source record
- name
- Maya Chen
- date_of_birth
- 1998-04-12
- residence
- France
- identity_status
- Verified
02 / PERMITTED DESTINATION
What the recipient receives
- customer
- [CUSTOMER_03]
- identity_status
- Verified
- eligible_market
- EU
- source_record
- [RECORD_03]
Example workflow · fictional records
THE ACCESS RULERelease only the approved status and market attributes. Keep identity documents, date of birth and direct identifiers out of the application response.
USEFUL CONTEXTThe verification status and fields needed by this workflow.
CONTROLLED DATAIdentity documents, name and date of birth.
BUSINESS OUTCOMEA targeted onboarding decision with fewer copies of identity information.
For your integrationDefine the verification source, refresh requirements and exact facts the application may receive.
Plan the integration DATA & REVENUE TEAMS
Connect the records. Separate the identity.
Join customer activity using scoped tokens. Let analysts work with the business signals without direct access to personal identifiers.
CRM + product eventstac Scoped customer tokensAnalytics workspace
01 / YOUR BOUNDARY
The source record
- email
- casey@example.com
- phone
- +1 202 555 0147
- segment
- Enterprise
- renewal
- Q4
02 / PERMITTED DESTINATION
What the recipient receives
- customer
- [SUBJECT_04]
- segment
- Enterprise
- renewal
- Q4
- events_join_key
- [SUBJECT_04]
Example workflow · fictional records
THE ACCESS RULEUse the same token within the approved analytics scope. Block restoration of direct identifiers for the analyst role.
USEFUL CONTEXTSegment, activity and join relationships in the selected scope.
CONTROLLED DATAEmail, phone and the identity-to-token mapping.
BUSINESS OUTCOMEConnected cohorts and journeys with fewer raw identifiers in the warehouse.
For your integrationReview linkability, small cohorts and re-identification risk before granting dataset access.
Plan the integration OPERATIONS & AUTOMATION
Give agents a task. Define their reach.
Scope an agent to a specific tool and the minimum record fields needed for the job. Keep credentials and unrelated data outside the response.
Customer operationstac Policy-limited tool accessOrder-status agent
01 / YOUR BOUNDARY
The source record
- customer
- Sam Rivera
- email
- sam@example.com
- order
- ORDER-2048
- request
- Check my delivery status.
02 / PERMITTED DESTINATION
What the recipient receives
- customer
- [CUSTOMER_05]
- order
- ORDER-2048
- permitted_tool
- read_order_status
- credential_access
- Denied
Example workflow · fictional records
THE ACCESS RULEAllow the order-status lookup. Deny write actions and credential access. Record the tool, policy version and decision.
USEFUL CONTEXTOrder reference and the permitted action.
CONTROLLED DATADirect identifiers, credentials and unrelated account data.
BUSINESS OUTCOMEA narrower, inspectable tool invocation for a concrete customer task.
For your integrationTest attempts to expand tool permissions and verify that denials produce a usable record.
Plan the integration LEGAL & PROCUREMENT
Review the contract. Keep its boundary.
Route confidential content to an approved private execution environment instead of a public model endpoint.
Contract repositorytac Private execution onlyPrivate model
01 / YOUR BOUNDARY
The source record
- counterparty
- Northstar Ltd.
- annual_fee
- USD 240,000
- clause
- Renewal requires 60 days’ notice.
- task
- Summarize renewal obligations.
02 / PERMITTED DESTINATION
What the recipient receives
- counterparty
- Northstar Ltd.
- annual_fee
- USD 240,000
- clause
- Renewal requires 60 days’ notice.
- external_route
- Blocked
Example workflow · fictional records
THE ACCESS RULEClassify the document as confidential. Permit only the configured private route; deny outbound public-model access.
USEFUL CONTEXTThe complete context needed to interpret the contract.
CONTROLLED DATAThe document remains inside the approved private execution boundary.
BUSINESS OUTCOMERelevant context stays intact for the permitted private review.
For your integrationVerify the selected environment, attestation evidence and data retention settings.
Plan the integration YOUR DATA. YOUR WORKFLOW.
Make it work
for your team.