/ NOTEBOOK 03 · ARCHITECTURE

Let’s follow a solution inside the system.

An architecture can support a website, an operating system, an automation, or an AI solution. We review its data, rules, integrations, controls, and final evidence without assuming everything needs agents.

/ REFERENCE MAP

First, let’s look at all the layers.

This isn’t a list of brands. It’s a way to know which part receives the request, which searches for information, which decides, and which records what happened.

07
Channels and experience

Web · mobile · messaging · back office · voice

Where work happens
06
Application and rules

Flows · validations · states · approvals

Business logic
05
Automation and orchestration

Rules · tasks · agents · tools · queues

How the action is coordinated
04
Model gateway

LLM · vision · audio · prediction · routing

Interchangeable intelligence
03
Knowledge

Embeddings · search · RAG · permissions

Verifiable context
02
Integration and data

APIs · events · ETL · bases · documents

Systems of record
01
Governance, identity, and observability

Data · accountable · accesses · assessments · logs · audit

The cross-cutting foundation
02
/ DATA GOVERNANCE

Before using information, you need to know who is accountable for it.

To govern data is to agree on ownership, quality, lineage, access, retention, and permitted use. That foundation supports reports, software, automations, and also RAG: opening the right file cabinet isn’t enough if the contents are outdated or no one can explain their origin.

01OriginOwner · purpose · version
02PreparationQuality · classification · lineage
03Sign inIdentity · permission · validity
04UsageCite · measure · audit

Source of truth

The operational system remains authoritative; a copy or a model does not invent states.

Responsibility and access

Each data domain has owners and rules that are enforced across all channels.

Lineage and traceability

A relevant output must show which sources, transformations, and versions it used.

03
/ AGENT GOVERNANCE

Autonomy is designed; it’s not assumed.

An agent needs its own identity, a human responsible, bounded tools, and an escalation policy. Autonomy is granted by degrees, and every sensitive action must be observable, reviewable, and, when possible, reversible.

LEVEL 0Reply

No access to external systems.

LEVEL 1Check

Reads governed data with defined permissions.

LEVEL 2Propose

Prepare actions for human review.

LEVEL 3Execute

Act within limits and log evidence.

LEVEL 4Coordinate

Manages long flows with pauses, budget, and escalation.

04
/ SECURITY BY DESIGN

The model is also a risk surface.

Sensitive data

Minimization, encryption, retention, and residency by context.

Prompt injection

Untrusted content must not become privileged instructions.

Excessive permissions

Each tool operates with the minimum required identity and scope.

Incorrect answer

Evaluation, thresholds, abstention, and review in sensitive decisions.

Irreversible action

Explicit confirmation, idempotency, and compensation mechanisms.

Lack of evidence

Technical and business logs that allow reconstructing what happened.

05
/ EVALUATE AND OPERATE

What isn’t evaluated only seems to work.

BEFORE

Assessment set

Real cases, expected answers, and known risks.

DURING

Observability

Latency, cost, errors, decisions, and tool usage.

AFTER

Continuous review

Model changes, drift, incidents, and human learning.

Close-up of an electronic board with microprocessors
01 / AI also depends on physical infrastructureNicolas Foster · Pexels
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/ CROSS-CUTTING GOVERNANCE

Reliable data and automations under control.

To govern means defining owners, boundaries, and evidence before relying on a system.

01

Data governance

We agree on which information is reliable, who can access it, how long it’s kept, and how it’s corrected.

02

Agent governance

We define what an automation or agent can do, when it requires approval, and how its actions are reviewed.

See how we apply it
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