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Tier 1 · See, certify, report

See who has access. Prove it to your examiner.

Insight is the fastest way for a credit union or community bank to replace spreadsheet-based access reviews with one clear, defensible, audit-ready process. It is the entry tier of the Provision platform. You can stand it up with drag-and-drop ingestion, and adopt it without a board-level budget approval.

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What Insight does

Defensible reviews, with proof on every decision.

Stop merging spreadsheets from five departments. Run reviews on a schedule, decide in the platform, and close each item with evidence. The record is ready before the examiner asks.

  • Connects your systemsDrag-and-drop ingestion brings any system’s access data in, with no API required.
  • One current view of accessAcross every system, with clear history. No more merging spreadsheets from five departments.
  • User access and entitlement reviewsUAR and EAR, with built-in workflows that route each item to the right reviewer.
  • Turns decisions into proofApprove or deny each item. Every decision becomes a task, assigned and closed with proof, such as a screenshot of the change.
  • Reports for examinersA reporting suite and a full, timestamped record of who reviewed what, what they decided, and how it was resolved. An activity heatmap surfaces unusual access changes at a glance.
Q2 UAR · CoreBank Teller Group42 to review
JM
Jordan McKay
Branch Teller · since 2022
High4 ents
AR
Amanda Reyes
Loan Officer II · since 2019
Medium6 ents
DK
Devon Kim
VP, Operations · since 2015
Critical2 ents
SN
Sarah Nguyen
Treasury Analyst · since 2023
Low3 ents
MO
Morgan O’Hara
Branch Manager · since 2018
Medium8 ents
How it works

Three steps to a defensible review.

1

Connect your systems

Drag-and-drop ingestion for any system, plus native connectors for the cores and directories you run.

2

Launch a review

Set the scope, assign reviewers, set the schedule.

3

Certify and prove it

Approve or deny, generate tasks, attach proof, and export a report that examiners accept.

Activity heatmap

Spot unusual access changes at a glance.

Reporting and visual tools show how access shifts over time. The activity heatmap surfaces spikes and outliers, like a sudden cluster of new entitlements or an account that should have gone quiet, before they become an exam finding.

  • See access change over days, weeks, and review cycles
  • Outliers flagged for a closer look
  • Complete, non-sampled data behind every view
Access activity · last 5 weeksLow High
Week 18Week 22
Who Insight is for

Institutions that need defensible reviews now

Often before an exam, after an audit finding, or as they cross an asset threshold. You see value quickly, without committing to policy modeling or automation yet.

When you are ready for more

Move up to Govern

When you want policy instead of item-by-item decisions, you move up to Govern on the same platform, with no migration and no second build.

Explore Govern →
Questions

Insight, answered.

Does Insight remove access for me?
Insight certifies access and creates the task to remove it, recorded with proof. Policy-driven task generation is part of Govern, and automatic removal is part of Automate.
Can we run Insight if some systems have no API?
Yes. Drag-and-drop ingestion brings any system into a review.
Is Insight enough for an examiner?
For access reviews and certification evidence, yes. Institutions use Insight specifically to produce defensible, audit-ready records. See Exam & Audit Readiness.

Run a review start to finish.

We will walk you through scoping, reviewing, deciding, and proving a review in Insight, using the systems you already run.

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