Truebe forces an AI assistant to answer only from a closed set of documents your firm has approved, and gives a structural refusal — not a guess — when a question falls outside that library. Every answer carries a source citation, a confidence score, and an audit log entry showing who approved it and when, aimed at investment adviser compliance teams facing SEC scrutiny. You can test the claim directly: ask the demo something outside its library and watch it decline.
What holds up
- +Answers only from approved documents — questions outside the library get a refusal, not a guess.
- +Every answer carries a source citation, confidence score, and audit log entry.
- +Any answer can be pulled or corrected instantly — nothing regenerates on its own.
Mind the limits
- −Built around investment-adviser compliance rules (SEC Reg S-P) — a narrow niche outside that.
- −A human must review and approve every extracted answer before it reaches a user.
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