Data security is important. We want to make sure you understand where your data goes when you use IDP. IDP provides data privacy and protection because it secures your data with Appian as well as Google Cloud.
This page describes how your data moves between Appian and Google Cloud, as well as how it moves within Appian.
Security considerations during setup apply only to Appian AI customers. If you're using IDP with a Google Cloud Platform project you purchased separately, your configuration and security may be different.
There are two systems at play for IDP:
Each Google Cloud Platform project is configured for each customer to segregate data flows, security, and storage. For Appian AI customers, each project is also created with privileges that only provide access to the needed APIs. The project also uses automatic provisioning of unique service accounts to access Google Cloud Platform resources, in this case, Storage, AutoML Natural Language, and Document AI. Automatic provisioning means that service account credentials are generated automatically and no other users see or have access to the credentials during the process, making it more secure and straightforward. Additionally, the Google Cloud Platform project is set up in a region most applicable or as you select (
Data is concealed through key parts of setup:
The labeled document is stored in a Google Cloud storage bucket when uploaded, in the supported region where storage was originally provisioned. Then the documents are converted to their text form, or "digitized," to form a dataset to train the classification model. Once the model is trained and deployed, which can take up to 24 hours, the documents and the dataset of document digitizations are deleted. The model and (before it's deleted) the dataset are stored and processed in the supported location corresponding with the region of the storage bucket.
After IDP is configured, users can upload the documents directly in the IDP site, or the upload can be automated as part of a larger workflow or from external systems. The classification step sends the document to Google Cloud for AutoML Natural Language processing.
The uploaded document is stored in a Google Cloud storage bucket, in the supported region where storage was originally provisioned. Google's AutoML Natural Language digitizes the document content and classifies the content into user-defined categories based on a machine learning model that has been trained on a representative data set. The results are then returned back to Appian. After the model returns a prediction, which can take up to three minutes, the document is deleted.
For extraction, IDP sends the document to Google Cloud Storage within your configured Google Cloud Platform project so that Document AI can be performed on it.
The document is then analyzed using the Google Cloud Document AI API. This analysis data is stored in a JSON document in a Google Cloud storage bucket and sent back to Appian.
If you're using Appian AI, the uploaded document and JSON analysis document are deleted after 24 hours. If you are not using Appian AI and you want to temporarily store the JSON analysis document, you will need to arrange the deletion of the documents.
The auto-mapping learning of labels and values is stored in the Appian environment. The learning happens independently in each environment.
Appian does not share the extracted data with Google or use it beyond the customer instance. This data is not used to improve Document AI or improve mappings globally across Appian customers. The entire processing and improvements remain with and within your systems.
All downstream processing such as validation, continuous learning of mappings, and improved extracted results are processed and stored within your Appian Cloud instance. After a user completes the task to reconcile the document content with the extracted information, then the document data is written to the database. This data can be referenced in other applications as well.
Outside of the document classification and extraction process, Appian and Google protect data security, privacy, and integrity as part of the IDP application. Throughout this section, we reference the following resources to help summarize what the policies mean for your data:
Refer to Google's resources for up-to-date information and more details about Google Cloud Platform. Google Cloud Platform's Terms and Conditions, Data Privacy and Access is summarized below for convenience.
At a high-level, Google states that they do not access customer data in transit or at rest for any purpose other than to provide the respective services requests. By default, data is also encrypted during transit and at rest for security. In practice, this means that Google does not use customer data to improve the service: in this case, the machine learning models. Additionally for Appian AI customers, Appian implemented a strict data retention policy that automatically deletes processed documents and results within 24 hours. This results in further security of customer data by making the encrypted data available only for a short period sufficient for Google's service to process the request and write the results to be consumed by Appian. Processing and communication all occur within the confines of the customer's own Appian cloud instance and the customer's own Google Cloud Platform project.
Refer to section 5.2.1.: Customer's Instructions in Google's processing terms for more details.
Google provides access transparency logs, which expose any action including reading of data by anyone (Google, Appian, or otherwise) of both data and services.
Visit Google's site for the most up to date information regarding their security commitments. We've summarized some key points from Google Vision data-processing FAQ and AutoML FAQ to provide you with helpful answers to key questions.
Visit Google Cloud Platform Security page to learn more about the security measures in place for Google's Cloud Services.
Appian does not access customer's business data and has a strong security, privacy, and compliance posture. Visit the Appian Trust Center for more details.
Data Security in IDP