Trust and security

The controls your auditors will ask about.

Your deal data is held to the discipline a lending institution applies to its own records. Figures are computed in code from your deal terms and clauses are reproduced verbatim from the US authority they cite — no language model reads your data or drafts your documents, and nothing is ever used to train or improve any model. This page sets out, in full, the security controls, compliance frameworks, and data practices behind the platform, so your security team and counsel can diligence them directly.

Last updated: July 20, 2026

Data Encryption

Encryption at Rest

In place

Stored documents and data are sealed with AES-256 server-side encryption on AWS S3.

Encryption in Transit

In place

TLS 1.2+ is enforced on every connection, with HSTS set to a two-year max-age.

Database Encryption

In place

PostgreSQL data is encrypted at rest on Supabase managed infrastructure.

Password Hashing

In place

Share-link passwords are hashed with bcrypt at a cost factor of 12 and never stored in the clear.

Access Control

Role-Based Access Control

In place

Four roles govern reach: Owner, Admin, Member, and Viewer. Permission is checked at every API endpoint.

Authentication

In place

Single sign-on runs through Clerk, with multi-factor authentication supported for your team.

API Key Management

In place

API keys are stored as SHA-256 hashes, scoped per key, and rate-limited per key.

Session Management

In place

Sessions use secure tokens that expire automatically, managed through Clerk.

Data Protection

Document Integrity

In place

A SHA-256 checksum is computed at generation and retained for every document, so any later alteration is detected on verification.

Audit Trail

In place

An append-only log records actions on your deals and documents, including API calls that change data, with the originating IP. Read-only requests are not logged.

Data Retention

In place

Retention is enforced on a schedule: audit logs for two years, share links for thirty days past expiry, webhook logs for ninety days.

Secure Document Sharing

In place

Share links are time-limited, with optional password protection, view caps, and revocation under your control.

Infrastructure Security

HTTP Security Headers

In place

Content-Security-Policy, X-Frame-Options, X-Content-Type-Options, Referrer-Policy, and Permissions-Policy are set on responses.

Rate Limiting

In place

Four tiers of rate limiting protect the endpoints: dashboard 60/min, write 20/min, public 30/min, and export 5/min.

Webhook Security

In place

Webhook payloads are signed with HMAC-SHA256 and auto-disabled after ten consecutive failures.

Input Validation

In place

Every API input is validated server-side, and all database queries are parameterized through the Prisma ORM.

Privacy and Data Rights

Data Export

In place

Your organization can export all of its data as JSON, on demand, for portability and your own records.

Right to Erasure

In place

A deletion request removes the organization's database records and stored objects in full.

Data Minimization

In place

We collect only what a document requires. There are no tracking pixels and no third-party analytics.

Sub-processor Transparency

In place

The sub-processor list below names every third party that touches your data, with its purpose and location.

Compliance Frameworks

SOC 2 Type II

Scheduled

Preparing for SOC 2; our controls are built to that standard. No report has been issued yet.

CSA STAR Level 1

Underway

The self-assessment questionnaire is in progress.

EU/UK data subject requests

In place

Data export, deletion, and consent handling are supported; a Data Processing Agreement is available on request.

CCPA

In place

California Consumer Privacy Act obligations are met through the same data-rights controls.

Sub-processors

The third-party services below process data on behalf of OpenShut. Each processes data under its standard data protection terms; copies are available on request. Each is named here with its purpose and where it sits.

ServicePurposeLocation
VercelApplication hosting and edge deliveryUnited States
SupabaseManaged PostgreSQL databaseUnited States (AWS us-east-1)
AWS S3Encrypted document storage at restUnited States (us-east-1)
ClerkAuthentication, single sign-on, and identityUnited States
InngestBackground job orchestrationUnited States
StripePer-deal payment processingUnited States

Data Processing Agreement

A Data Processing Agreement is available to any client whose compliance posture calls for one. Your counsel can request the current copy from lav@openshut.me.

Security Contact

To report a vulnerability or request our security documentation for your diligence file, write to lav@openshut.me.

Put it in front of your security team.

Request the data-handling summary and DPA, or generate one document at no cost and read the audit trail behind it for yourself.

Read the security page