Customer Case Study: Preserving Privacy in a Generative AI Application (RAG) for Contract Review

A large telco sought to revolutionize its contract review process using Gen AI. Protecto helped the company maintain its commitment to data privacy and security, building trust with clients and
Written by
Amar Kanagaraj
Founder and CEO of Protecto

Table of Contents

Share Article

Customer Need

A large telco sought to revolutionize its contract review process using Gen AI. They aimed to build a generative AI application based on the Retrieval-Augmented Generation (RAG) architecture. The RAG-based application uses historical contracts as context to create a sophisticated AI agent. The primary objectives were to:

  • Reduce Time and Cost: Streamlining contract reviews and approvals. Reduce para-legal costs and time spent waiting for legal reviews.
  • Empower Employees: Enabling staff to review terms and contracts independently using the AI agent for faster decisions and fewer processes.

Challenge – Data Protection

The project faced a significant hurdle. The historical contracts, crucial for context tuning the AI model, contained Personally Identifiable Information (PII). There was a risk that the AI agent might inadvertently expose this sensitive data, such as who wrote the contract, during interactions with users. Protecting PII was paramount to complying with privacy laws and maintaining client trust.

Solution

The solution involved incorporating Protecto APIs. These APIs are designed to:

  • Identify PII: Detect personal data within the historic contracts.
  • Intelligent Tokenization: Employ a unique technique to obscure the identified PII while preserving the overall context and usability of the documents.
  • Data Protection: By masking sensitive PII data, the company eliminated data leaks and insider risks, ensuring no sensitive data was exposed during the AI agent’s contract reviews.
  • Functional AI agent: The model, using sanitized data, was capable of delivering accurate recommendations and analyses of contract terms without compromising privacy.

Outcome

  • Efficient Contract Review: The AI agent enabled faster and more cost-effective contract reviews. Staff could use the AI agent to review and understand contract terms, reducing dependency on legal teams.
  • Data Protection: The company maintained its commitment to data privacy and security, building trust with clients and stakeholders.
Amar Kanagaraj
Founder and CEO of Protecto
Amar Kanagaraj, Founder and CEO of Protecto, is a visionary leader in privacy, data security, and trust in the emerging AI-centric world, with over 20 years of experience in technology and business leadership.Prior to Protecto, Amar co-founded Filecloud, an enterprise B2B software startup, where he put it on a trajectory to hit $10M in revenue as CMO.

Related Articles

Agentic Data Classification

Agentic Data Classification: A New Architecture for Modern Data Protection

Discover how agentic data classification replaces rigid, model-centric systems with adaptive, intelligent orchestration for scalable, context-aware data protection....

A Step-by-Step Guide to Enabling HIPAA-Safe Healthcare Data for AI

Learn how to enable HIPAA-safe AI in healthcare with a step-by-step approach to PHI identification, masking, access control, and auditability. Build compliant AI workflows without slowing innovation....

How Protecto Delivers Format Preserving Masking to Support Generative AI

Protecto deploys a number of smart techniques to secure sensitive data in generative AI workflows, maintaining structure and referential integrity while preventing leaks or false semantics. Read on to know how. ...
Protecto SaaS is LIVE! If you are a startup looking to add privacy to your AI workflows
Learn More