Source-governed AI infrastructure

Source-governed AI for the knowledge your business actually trusts.

SourceLedger helps organizations turn approved documents, policies, procedures, obligations, and workflows into cited, searchable AI systems — without losing control of source boundaries.

Request a SourceLedger Consultation See how SourceLedger works

Managed SourceLedger deployments by AiBC.

SOURCES
SOPs
Contracts
Regulations
Calendars
REGISTRY
Source classification
& ownership
GOVERNANCE
Review Gate
Approve or block
RETRIEVAL
Approved
Governed access
CITED ANSWER
With source
provenance
ACTION
Workflow, task,
or deadline
Documents Classify Govern Search Cite Act

Connected does not mean approved. Uploaded does not mean searchable. Unknown means blocked until reviewed.

The governance gap

Your business runs on knowledge AI hasn't learned to trust.

You already have the knowledge AI needs. The problem is that AI needs a governed source layer before it can be trusted with operational knowledge.

Critical knowledge scattered across:

PDF documents
Shared drives
SOPs & procedures
Contracts
Regulations
Compliance calendars
Spreadsheets
Email threads
Project trackers
Workflow systems
Internal memos
Client-specific files

Without a governed source layer, AI can:

Hallucinate from weak sources
Mix public and private material
Cite outdated documents
Expose sensitive files
Miss deadlines and obligations
Create compliance confusion
SOURCELEDGER GOVERNANCE PRINCIPLES

Connected does not mean approved.

Uploaded does not mean searchable.

Indexed does not mean GPT-facing.

Unknown means blocked until reviewed.

The SourceLedger method

Six steps from connected sources to governed operations.

Every step has a purpose. The result is a source layer that AI tools can use with trust, boundaries, and citation trails.

Connect

Bring trusted documents and source systems into view.

Documents, shared drives, SOPs, contracts, regulations, and operational records.

Classify

Label sources by type, sensitivity, authority, owner, and exposure rules.

public · regulatory · internal · client_private · unknown

Govern

Keep unknown or sensitive sources blocked until reviewed and approved.

Unknown sources default to blocked. Exposure requires explicit approval.

Search

Retrieve only from approved source scopes.

Source governance filters every retrieval query automatically.

Cite

Return answers with evidence and provenance.

Every answer references the approved source record it came from.

Act

Turn source-backed knowledge into follow-ups, deadlines, workflows, and decisions.

Obligations, review tasks, requests, and operational actions.

Source governance map

Every source has a class. Every class has rules.

SourceLedger is designed to control which sources AI may retrieve and cite. Classification determines access. Unknown sources default to blocked.

Source Classes

public
Publicly available content
regulatory
Regulatory, legal, compliance text
internal
Internal business documents
client_private
Client-provided restricted materials
project_admin
Administrative project records
system
System-generated or infrastructure records
unknown
All newly ingested documents

Exposure Classes

gpt_allowed_public
AI interface accessible
authenticated_website_only
Logged-in web access
governed_api_only
API with governance filter
workbench_only
SourceLedger workbench only
admin_only
AiBC reviewers only
blocked
No access — pending review
DEFAULT GOVERNANCE RULE

Unknown means blocked until a source reviewer explicitly approves it.

Every newly ingested document starts in quarantine. There is no automatic path from ingestion to AI exposure. GPT-facing access requires a human decision.

SOURCE RECORD
Claims Handling SOP
Class internal
Exposure website_only
Status Active
Citation SOP v3.2
REVIEW QUEUE
Awaiting classification 3
Blocked 1
Active sources 12
Needs Review
CITED ANSWER

Based on the approved policy manual, the procedure requires...

EVIDENCE
Policy Manual §4.2 · SL-204
CONNECTOR
Google Drive
Connected Yes
Searchable Pending
Last scan metadata only

Illustrative — these panels show how SourceLedger structures source records, not working product screens.

Capabilities

Built around the full lifecycle of trusted knowledge.

From source classification to cited answers to operational workflows — each layer designed to be governable, not just searchable.

Core

Source Registry

A governed inventory of documents, systems, owners, source classes, authority, freshness, and exposure rules.

Citation-Grounded Answers

Answers come from approved evidence and show where the information came from — not from general AI inference.

Source Review & Governance

New and unknown sources enter a review queue instead of becoming automatically available to AI.

Obligations & Deadlines

Connect policies, contracts, requirements, and procedures to operational calendars and upcoming obligations.

Workflow Tracking

Turn source-backed answers into review items, requests, follow-ups, and operational tasks.

Custom GPT / Codex Access

Use ChatGPT, Custom GPT, Codex, or a governed interface as the access layer while SourceLedger remains the source authority.

Managed Deployment

AiBC helps configure, host, govern, maintain, and upgrade SourceLedger deployments for each client.

Access pattern

Custom GPT is the interface.
SourceLedger is the source authority.

The wrong pattern is common: upload private business documents into a general AI tool and hope the assistant uses them correctly.

SourceLedger is designed for a stronger pattern. A user asks through any AI interface. That interface calls SourceLedger. SourceLedger governs the retrieval and returns a cited answer.

WHAT SOURCELEDGER AVOIDS
Private corpus copied directly into open GPT knowledge files
PER-CLIENT ISOLATION

Each client's GPT or Codex workspace uses a dedicated API key. No shared keys across clients. The key lives in GPT action settings — not in this website, not in any frontend code.

User

Asks a question

Custom GPT / Codex The interface

AI interface layer

SourceLedger API The source authority

Governed, per-client API key

Source Governance Filter

Classification · Exposure rules · Access control

Approved Evidence

Only from reviewed, approved sources

Cited Answer

With source provenance and record references

Managed deployment

Configured, governed, and maintained by AiBC.

SourceLedger is not instant self-serve software. It is a managed infrastructure deployment configured around your sources, access rules, and operational needs.

Source Readiness

Conversation about what knowledge matters, where it lives, who owns it, and what is sensitive.

Corpus & Use-Case Scoping

Define the initial source set, access requirements, and target use cases.

Managed Setup

AiBC configures the SourceLedger instance, infrastructure, and access controls.

Source Classification & Review

Sources are classified, reviewed, and approved or blocked before AI can access them.

AI Access Configuration

GPT/Codex access is configured with per-client keys and governed retrieval rules.

Citation & Workflow Testing

Answers are tested against approved sources. Citations and workflows are validated.

Handoff & Maintenance

The client takes operational ownership. AiBC provides ongoing maintenance and upgrade support.

Managed Standard

Default

Shared infrastructure, managed by AiBC. Suitable for most organizations.

  • Hosted corpus and retrieval
  • Source review included
  • Custom GPT / Codex integration
  • Monthly maintenance

Client-Owned / Private

Advanced

For clients with regulatory isolation requirements, their own GCP infrastructure, or private deployment needs.

  • Isolated GCP project
  • Client controls all resources
  • Transfer-ready deployment
  • Advanced configuration

Advanced / enterprise path

Not sure which path fits your organization? Start with a consultation.

Ideal for

Built for organizations where knowledge is operational.

SourceLedger is most valuable where compliance, procedures, contracts, and institutional knowledge are central to how the organization operates.

Insurance Agencies

Turn policy manuals, compliance references, client procedures, and internal workflows into cited AI answers and reviewable operational tasks.

Policy Q&A Compliance references Claims procedures Renewal calendars

Law-Adjacent Firms

Create a governed knowledge layer for templates, procedures, client matter notes, and internal guidance without casually exposing private materials.

Procedure templates Internal guidance Matter notes Filing deadlines

Construction & Project Firms

Connect project documentation, contract obligations, change-order procedures, and reporting deadlines to searchable, source-backed workflows.

Contract obligations Change orders Compliance reporting Site procedures

Government Contractors

Organize requirements, SOPs, reporting obligations, and contract references into a controlled AI access layer.

FAR/DFAR references Reporting cycles Contract terms Compliance SOPs

SOP-Heavy Service Businesses

Help staff find the right procedure, cite the correct source, and create follow-up actions without digging through shared drives.

Staff Q&A Procedure lookup Training references Audit preparation

Compliance Operations Teams

Track obligations, monitor regulatory references, and create structured workflows from compliance documents and policy frameworks.

Obligation tracking Regulatory references Audit workflows Policy gap analysis
"AI should not guess from your business knowledge. It should answer from governed sources your team trusts."

SourceLedger product north star

Common questions

Frequently asked.

Questions about SourceLedger, managed deployment, source governance, and how it relates to existing AI tools.

Is SourceLedger a chatbot?
Not exactly. SourceLedger can power chat-like experiences, but the product is the governed source layer underneath: source registry, classification, retrieval, citations, obligations, workflows, and access rules.
Is SourceLedger self-serve?
Not yet. SourceLedger is currently delivered as a managed AiBC deployment. We configure and maintain the system with each client based on their source corpus, access needs, and governance requirements.
Where do client documents live?
That depends on the deployment configuration. SourceLedger can use managed storage and governed retrieval patterns, with client-owned or private deployment paths available for advanced requirements.
Does SourceLedger upload private documents into ChatGPT?
Private client documents should not be copied directly into open GPT knowledge files by default. The preferred pattern is for GPT, Codex, or another interface to call SourceLedger, while SourceLedger governs which sources may be retrieved and returned.
What kinds of sources can SourceLedger govern?
Documents, policies, SOPs, regulations, contracts, calendars, workflow records, shared-drive files, and eventually live source systems such as CRMs, Airtable, Google Drive, or internal databases.
Can SourceLedger work with Custom GPT or Codex?
Yes. Custom GPT, Codex, or a governed web interface can call SourceLedger as the source authority. This keeps private documents out of open GPT knowledge files while still enabling AI-assisted operations.
What does managed deployment mean?
AiBC helps configure, host, govern, maintain, and upgrade the SourceLedger instance so the client can focus on approved sources, users, and operational use cases rather than cloud infrastructure.
Can SourceLedger be deployed in a client-owned environment?
Yes. Client-owned and private deployment paths are available for clients with regulatory isolation requirements, their own cloud infrastructure, or specific data residency needs.
How is this different from just using an AI tool with file uploads?
File upload AI focuses on convenience. SourceLedger focuses on source boundaries, approval workflows, citation provenance, governance rules, and operational continuity — so the answers are traceable and the sources are controlled.
What is the first step?
Start with a source readiness conversation: what knowledge matters, where it lives, who owns it, what is sensitive, and how AI should be allowed to use it. Request a consultation to begin.
Start with a conversation

Have important documents your team needs AI to understand safely?

Let's talk about a SourceLedger deployment.

Request a SourceLedger Consultation

No instant deployment. No self-serve portal. Just a source readiness conversation.