Part C · Business case for [company] · For CIO, CTO and CISO

Technical due diligence

A summary of the Trilivy.AI X-Ray reviews, the conditions they set, and a checklist so our own team can verify every material claim.

Technical reviewer: [tech_reviewer]Security reviewer: [sec_reviewer]Checklist: – confirmed

C0.1About these reviews

Provenance. The X-Ray reviews were supplied by Trilivy.AI. They were produced in July 2026 by AI-assisted analysis of the platform's source code and documentation. They are a vendor-provided self-assessment, not an independent audit. We treat them as a map of what to check, and section C0.4 lists the checks.

Each review grades its subsystem against enterprise production software, not against a demo or proof of concept. The grade scale used:

GradeMeaning
A+Nothing material left to build; would ship as a commercial product
AProduction-grade; remaining work is configuration and tuning
A-Production-capable with the owners in place, or one or two gaps to close
BWorks; needs engineering before production load
CPrototype / demonstration

C0.2Scorecard

PageWhat it coversGrade
C1 · EcosystemThe whole platform: six subsystems, integration, security, documentation, operationsA- · 8.8Open
C2 · RAG engineIngestion (40 formats, web, email, SQL, code) and two-stage retrieval with citationsA · 9.4Open
C3 · Chatbot (BOTY)Full-screen app and website widget; streaming, history, guardrails, personasA- · 8.8Open
C4 · Agents, MCP & APITool-using agent, MCP connectors to vendor platforms, REST APIA- · 8.7Open
C5 · Add-onsContent Studio, Course Maker, mobile apps, Talk to a Person; learning companionsBonus · not gradedOpen
C6 · Open sourceSource ownership, reverse engineering, technology transfer, building with coding agentsNot gradedOpen

Subsystem grades from the ecosystem review

SubsystemScoreHeadline strength
RAG retrieval & ingestion engine9.4 (A)Grounded, typed retrieval; fail-explicit; LLM-agnostic
Bot / Chatbot8.8 (A-)Orchestrator, streaming, history and summarization
Content Studio (document factory)8.7 (A-)Author-Revise-Format pipeline grounded on the corpus
Agents, API & MCP8.7 (A-)Tool registry, REST endpoints, MCP connectors
Platform & multi-tenant provisioning8.6 (A-)One isolated instance per company; portable export
LMS learning & authoring8.5 (A-)Generates courses and assessments; feeds the corpus

C0.3What the reviews conclude

Strengths

Conditions the vendor itself sets

  • Not recommended for enterprise-wide production without a thorough evaluation by our own technical team.
  • Requires an AI Data Expert on our side (mandatory), and either an external certified system integrator or our own IT team able to stand up, customize and maintain the platform.
  • Mission-critical use requires extensive testing, monitoring and disaster-recovery validation.
  • Compliance-heavy industries require industry-specific validation (HIPAA, SOC 2, GDPR and similar).
  • High-scale production requires load testing against our expected volumes and concurrency.

Our reading: [tech_reading]

C0.4Verification checklist

Each claim below comes with a test from the reviews. We run them on the dedicated server Trilivy provisions; most take minutes. Results so far: – confirmed.

#TestResult
Grounding and answer quality
1Ingest a folder of our documents, ask a question we know the answer to, and confirm the citation points to the right document.[v1]
2Ask the same internal question of a general assistant and of Trilivy. One should cite our document.[v2]
3Turn the knowledge attachment off and on in the chatbot and compare answers.[v3]
4Open the prompt inspector and debug payload; confirm which passages were retrieved and how they were ranked.[v4]
5Ask a curated Q&A question and confirm the verbatim, deterministic answer.[v5]
Security and governance
6Confirm department / category / confidentiality filters run as SQL predicates in the vector search.[v6]
7Call the API with a token that has no knowledge scope; confirm it is refused, not treated as empty.[v7]
8Ingest an Outlook archive sample; confirm email addresses, keys, tokens and passwords are redacted.[v8]
9Confirm secrets are loaded from the database config table, not code or environment files.[v9]
10Confirm one instance cannot reach another instance's tables.[v10]
Architecture and lock-in
11Confirm the LLM boundary is a single component and switch provider by configuration.[v11]
12Read any delivered source file; confirm nothing is compiled or obfuscated.[v12]
13Produce an instance export bundle (code + instance + MySQL dump + RAG export).[v13]
14Stop the MCP server and confirm the rest of the platform keeps serving.[v14]
Operations and scale
15Check both health endpoints (gateway, and MCP protocol handshake).[v15]
16Raise ingestion worker count by configuration and re-measure throughput.[v16]
17Load test at our expected concurrency: [load_users].[v17]
18Run a backup and restore of one knowledge table.[v18]

C0.5Our requirements, to resolve before production

RequirementOur position · status
Hosting and data residency[req_hosting]
Approved AI model providers, and where prompts are processed[req_models]
Identity and single sign-on[req_sso]
Regulatory framework ([regulation])[req_regulation]
Logging, audit retention[req_audit]
Backup, recovery objectives (RPO / RTO)[req_rpo]
Integrations needed after the pilot[req_integrations]

Technical recommendation: [tech_reco]

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