Governance by design

Certified metrics. Enforced policies.
Complete transparency.

Every answer is grounded in your governance framework - not a model's guess. Full lineage from question to source. Role-based access enforced at query time. Enterprise compliance, built in.

  • 100% audit trail coverage Every query, answer, and policy decision logged

  • Query-time enforcement Policies applied at execution, not dashboard level

  • Zero hallucinated numbers Agents retrieve from certified semantic layer only

  • Full lineage on every answer Question → metric definition → source table

Governance Audit Brief
"Who accessed revenue metric in last 30 days?"
Access Log - revenue · v3.1 · last 30 days
A. Chen · CFO_EMEA · 14:31:08Permitted
D. Park · ANALYST_US · 09:14:22Permitted
M. Torres · SALES_REP · 11:05:47Denied
K. Patel · FINANCE_LEAD · 16:42:01Permitted
Traced to: Certified metric revenue v3.1 · Role policy engine · Audit log
47Total queries
1Access denied
100%Traceable
Core Capabilities

Governed analytics that
your enterprise can trust.

Quaeris enforces data policy at query time, certifies every metric, and writes an immutable record of every answer delivered.

Rules applied at the moment

Quaeris evaluates your organization's data-access policies at query time, not at load time. Every answer is scoped to what the requesting user is actually permitted to see, before a single row leaves the warehouse.

  • Row- and column-level filters resolve dynamically against your identity provider, so no policy drift between access reviews.
  • Policy violations are blocked silently at the engine layer and logged, with no error exposed to the end user.
  • A single policy definition propagates instantly across all dashboards, search, and scheduled reports.
Certified Metrics

Metrics you've certified,
agents honor.

Your data team defines the truth once - revenue, churn, activation rate. Agents query that semantic layer, not raw tables. Every answer traces back to a certified definition.

Single source of truth

Define your metrics once in the semantic layer. Every agent query returns the same number - no regional conflicts, no dashboard wars.

revenue · v3.1Definition: sum(GL 4000–4099) net of returnsOwner: Controller · Certified: 2026-09-30Queried by: 47 users in last 30 days

No hallucinated numbers

Agents retrieve answers from your governed semantic layer, not from a language model's training data. If a question can't be answered from certified metrics, the agent says so.

Grounding policy: SEMANTIC_LAYER_ONLYAgent cannot synthesize answers from training weightsFallback: "I can't answer from certified data - contact your data team"Zero unanswered metric gaps in last 90 days

Lineage on every answer

Click any result to see: which metric definition was used, which table it queried, which business rule applied. Full traceability in one step.

Lineage path: Question → Metric → Table → Rule"What is Q3 revenue?" → revenue v3.1 → GL 4000–4099 → net-of-returns ruleTrace latency: <800msAvailable on every answer, always
Policy Enforcement

Policies enforced.
Not bypassed.

Role-based access and data lineage controls are applied at query execution time - enforced by the agent, not bolted onto dashboards. Users see exactly what they're permitted. Nothing more.

Step 1 - Define

Map roles to metric access.

Your governance team defines which roles can see which metrics. Finance can see P&L; product can see engagement KPIs. These policies map to your existing warehouse role hierarchy. No manual dashboard filter logic - enforcement is native.

Learn about role-based access

Role → Metric Access Map

CFOAll financial metrics Full
Finance LeadP&L, COGS, SG&A Scoped
ProductEngagement KPIs only Scoped
Sales RepOwn pipeline only Restricted
Step 2 - Execute

Every query respects policy.

When a user asks a question, the agent checks role-based policies before generating an answer. If the user's role doesn't permit access to a metric, the agent declines - it doesn't hide the number in fine print or filter the dashboard. Access is enforced at the architecture level.

Explore governance architecture
User: A. Chen · role: CFO_EMEAQuery: "What is Q3 revenue by region?"
Policy check passedCFO_EMEA has access to revenue metric across all regions
Answer returned + loggedrevenue v3.1 · GL 4000–4099 · audit record #47821
Audit Trail

Complete audit trail.
Always.

Every question, every answer, every policy decision is logged and queryable. Who asked what? When? Was access granted or denied? Why did a metric return that value? Answers in seconds.

Who-Asked-What Log

All agent interactions logged with timestamp, user, question, answer, and metrics used. Searchable audit table.

TimestampUser · QuestionDecision
14:31:08A. Chen · "Q3 revenue by region"Permitted
14:05:22D. Park · "COGS variance Q3 vs Q2"Permitted
11:05:47M. Torres · "Company revenue by product"Denied
09:14:33K. Patel · "Headcount by cost center"Permitted
08:47:11S. Nguyen · "SG&A YTD budget vs actual"Permitted

Policy Decision Trail

Every access grant/deny decision recorded: user, role, metric, policy rule applied, timestamp. Enforcement audit - not just event logging.

RoleMetric · Policy ruleResult
CFO_EMEArevenue · ALLOW_ALL_REGIONSAllow
SALES_REPrevenue · OWN_PIPELINE_ONLYDeny
FINANCE_LEADCOGS · ALLOW_PL_METRICSAllow
ANALYST_USheadcount · ALLOW_HC_METRICSAllow
SALES_REPSG&A · OWN_PIPELINE_ONLYDeny

Metric Change History

When a metric definition changes - version, owner, business rule update - full diff is logged. Which queries were affected? When?

DateMetric · ChangeVer
Sep 30revenue · net-of-returns rule updatedv3.1
Aug 31SG&A · owner changed: FP&A Leadv2.4
Aug 15COGS · standard cost basis updatedv3.1
Jul 31headcount · active FTE definition addedv2.0
Jun 30EBT · interest exclusion rule addedv3.0
Regulated Industries

Built for regulated industries.

Governance-first architecture means Quaeris is purpose-built for regulated verticals: finance (SOX compliance), insurance (model risk management), healthcare (HIPAA audit trails), and more.

Financial Services

Financial Services (SOX)

Certified metrics audit trail satisfies SOX 404 requirements for IT change management and access controls. Every answer is traceable to source and policy-enforced. Lineage one click away for auditors.

Insurance

Insurance (Model Risk)

Insurance regulations require transparent model decisions and full audit trails. Quaeris agents are not black-box LLMs - they execute governed queries with full lineage. SR 11-7 ready by architecture.

Healthcare

Healthcare (HIPAA)

Role-based access enforced at query time - not dashboard-level - ensures PHI access is granular and auditable. Who saw what PHI? When? Why? Always logged. HIPAA controls are on our roadmap.

Multitenancy

Multitenancy & Data Residency

Data never moves. Agents run queries in your warehouse. Tenants in regulated regions (EU, Canada, Australia) can deploy with zero cross-border data movement. Tenant-scoped governance policies.

Governance by Architecture

Governance isn't a feature.
It's the foundation.

Most BI tools add governance as an afterthought. Quaeris is governance-first by architecture.

Typical BI / Generic GenAIQuaeris
Access control bolted onBI dashboards apply role-based access at the presentation layer - users can still see restricted metrics if they have the worksheet or export access.
Enforced at query execution timeAccess is enforced by the agent itself before any answer is generated. Users cannot see metrics they're not permitted to access - period.
Audit logs without contextAd-hoc SQL tools record queries, but not the business decisions behind them - which metric definitions applied, which policy was used, which version.
Full context on every log entryEvery answer logs the metric definition, business rules, governance policy enforced, and version. Full context, every time. Searchable in seconds.
Hallucination riskGeneric GenAI tools produce numbers and natural language - impossible to know if the answer is grounded in governed data or hallucinated from training weights.
Grounded in certified metrics onlyEvery answer is retrieved from your certified semantic layer. If a question can't be answered from governed data, the agent says so - no guessing.
Fragmented governance stackPolicy in one tool, audit in another, lineage in a third. Compliance team coordinates across three vendors and three data contracts.
One platform: policy + audit + lineagePolicy, audit, lineage, and agent reasoning in one platform. One contract, one audit trail, one truth. Compliance is a query, not a project.
Customer proof

Governance in practice.

Financial Services

A leading financial institution

Closed SOX audit finding by implementing governed AI analytics.

Deployed Quaeris semantic layer with certified revenue and margin definitions. Role-based access policies mapped to existing GL hierarchy. Full query audit trail enabled from day one. SOX audit team had complete traceability for the first time.

Read the full case study
100%
Audit trail coverageEvery query, answer, and policy decision logged
0
Governance exceptionsZero untraced queries since deployment
14
Days to first audit-ready reportFrom warehouse connection to governed query
Trust & Security

Trusted by data teams
in regulated industries.

100%Audit trail completeness

Every query, every answer, every policy decision logged

14 minTime to first governed answer

From warehouse connection to certified query with full lineage

0Governance exceptions

Deployed customers, zero untraced queries

<24 hrsMTTR for governance questions

Compliance team can audit any metric or user activity in minutes

SOC 2 Type IISecurity & availability controlsAudit in progress
GDPR CompliantEU data residency readyEU data center available
HIPAAHealthcare audit controlsOn our roadmap
ISO 27001Information security managementCertification in progress
FAQ

Governance questions.
Clear answers.

Quaeris satisfies SOX 404(b) IT change-management and access-control audit requirements through certified-metrics versioning, role-based policy enforcement, and complete query audit trails. Every answer is traceable to a certified metric definition and the policy that governed access. We provide a SOX readiness brief - contact seek@quaeris.ai for compliance-specific details.
Ready to audit everything?

Governance-first analytics
in 30 minutes.

Book a demo. We'll connect your warehouse, show you a governed query with full lineage, and walk through your governance policy options. No slides. Real answers.

Book a DemoTry for Free