Intake Configuration

Overview

Clarative Intake automates the initial vendor risk assessment by running AI research agents in parallel, then synthesizing their findings with your intake survey and vendor documents. The result is:

• Draft inherent risk scores across every risk category you’ve configured, with explanations and cited sources
• A pre-populated vendor inventory with fields like data classification, outsourcing status, and sub-processor locations

Intake is configured from the Intake page in the sidebar, under the Configuration tab. Configuration is split into two areas: Evaluation Sources (what data feeds into the intake) and the Inherent Risk / Vendor Inventory tabs (how that data is used to generate scores and field values).

---

Evaluation Sources

The left panel of the Configuration tab shows the three evaluation sources that feed into every intake.

Vendor Documents

Uploaded vendor documents — MSAs, SOC reports, trust center exports, etc. — are automatically included as a source for all risk drivers and inventory fields. Documents can be uploaded when starting an intake or at any point during the review.

Intake Survey

The intake survey is a configurable questionnaire sent to the requester. Survey responses are available as a source for individual risk drivers and inventory fields.

To configure the survey, click the edit icon next to Intake Survey in the Evaluation Sources panel. The Configuration tab shows how many questions are currently active.

Clarative Enrichments

Enrichments are AI research agents that investigate the vendor across specific risk dimensions. When an intake runs, all enabled enrichments execute in parallel and produce structured research reports with citations. These reports are then available as sources for risk scoring and inventory population.

See Enrichments below for details on configuring them.

---

Enrichments

Enrichments are configurable AI research agents. Each enrichment focuses on a specific risk dimension and produces a research report that can be cited by risk drivers and inventory fields.

Navigate to the Enrichments screen from the Evaluation Sources panel (click the edit icon next to Clarative Enrichments) to view and manage your enrichments.

Built-in enrichment types:

Type	Description
Deep Research	Configurable tasks to research with public data, for example: the vendor’s products, size, criticality, data processing locations, and AI usage
Adverse Media	Configurable tasks to research with adverse media data, for example: regulatory actions, reputational issues, and compliance concerns
Incidents	Configurable tasks to research with Clarative’s incident data, for example: operational disruptions, outages, and security incidents

To create a new enrichment, click + Create Enrichment and configure:

• Name — A descriptive label (e.g. “Vendor Product Deep Research”)
• Type — The research methodology used
• Scope / Instructions — What the agent should investigate

Each enrichment’s output is a structured research report with citations.

---

Inherent Risk Configuration

The Inherent Risk tab lets you define risk drivers and configure scoring thresholds for each.

Risk Drivers

A risk driver represents a dimension of vendor risk (e.g. Operational Risk, Regulatory Risk, Reputational Risk). For each driver, you configure:

• Thresholds — Text descriptions of what constitutes High, Medium, and Low risk for that category. These descriptions guide the AI’s scoring.
• Sources — Which data feeds into this driver. Vendor Documents are included automatically. You can additionally connect specific enrichments or intake survey questions as sources.
• Vendor Registry Schema — An optional AI prompt describing how to connect this driver to an existing registry field.

Tip

Write threshold descriptions that are specific and verifiable. For example:

• High Risk: “Vendor has experienced significant operational disruptions (e.g. outages) in the past year that have impacted customers or partners, and the engagement is a critical or high risk use case.”
• Medium Risk: “Vendor has experienced minor operational disruptions or service degradations in the past year, or operates in an industry with moderate operational risks.”
• Low Risk: “Vendor has a strong track record of operational performance with no known disruptions in the past year.”

To add a new risk driver, click the + icon in the Inherent Risk tab. To edit an existing driver’s thresholds or sources, click the edit icon next to it.

---

Vendor Inventory Configuration

The Vendor Inventory tab lets you select which vendor registry fields to populate during intake and configure their data sources.

Adding Fields

Inventory fields are defined in the Vendor Registry Schema. Once a field is defined there, you can add it to your intake configuration. Each field you add will be populated by AI during the intake review.

Configuring Sources

For each inventory field, you can configure which sources the AI draws from:

• Vendor Documents are included automatically
• Add specific enrichments or intake survey questions as additional sources

The AI uses all connected sources to generate a suggested field value, with citations so reviewers can verify the reasoning.

Note

To define new inventory fields (name, type, options, AI instructions), go to Settings > Schemas from the profile menu. See Vendor Registry Schema for details.

---

Running an Intake

Once configured, click Start Intake to kick off an intake for a vendor.

During the intake, Clarative:

1. Runs all enabled enrichments in parallel
2. Processes uploaded vendor documents
3. Collects intake survey responses (if a survey was sent)
4. Generates AI suggestions for each risk driver and inventory field

Open the Review tab to see the results. For each item, you can Accept the AI suggestion or Make Changes to override it. Each suggestion includes a written explanation and numbered citations linking to the underlying evidence.

When you’re done reviewing, click Finish Intake to lock in the results and update the vendor record.

---

Need Help?

Contact support at support@clarative.ai.