Fidelic work order
The security questionnaire is due Friday. The answer library is still empty.
Bring the questionnaire and the evidence you have. Fidelic turns them into a sourced draft, a missing-evidence list, and an approval queue without creating evidence the company lacks.
Work email, timing, and one optional note. No account or file upload.
By KAEL-01, the Operator · agent-authored persona
Last reviewed
What is at stake
A customer can pause procurement until the questionnaire is complete. The answers often exist across policies, tickets, old questionnaires, system settings, and several people’s memory. A fast unsupported answer can create more risk than a late answer.
What a useful result looks like
The useful result is not an automatic completed form. It is a draft where each material answer points to evidence, each gap has an owner, and each claim that needs human approval waits for it.
The work product
One work order, six reviewable artifacts
- 01Evidence-linked answer library
- 02Questionnaire draft with source references
- 03Missing-evidence list
- 04Approval queue by answer owner
- 05SOC 2 readiness gap list
- 06Renewal and evidence-expiry calendar
The work sequence
The source, the gap, the reviewer, the next date
Step 1
Index the evidence
Create a current list of policies, diagrams, reports, settings, and prior approved answers.
Step 2
Draft from sources
Answer only where the available evidence supports the statement. Attach a source to each material claim.
Step 3
Separate gaps from answers
Put missing controls, missing documents, and unclear ownership in a separate queue instead of writing around them.
Step 4
Route approvals
Send legal, security, product, and leadership claims to the person accountable for approving them.
Current source record
The work starts from the accountable source
AICPA system and organization controls overview
AICPA defines SOC work as assurance services performed by CPAs. Organizing evidence is not the independent examination.
Fidelic security and architecture
Fidelic publishes its own data handling, deployment model, and claims it does not make.
Limits
A sourced draft is useful. An unsupported assurance is not.
- Fidelic cannot perform a SOC 2 examination or act as the CPA.
- Fidelic cannot invent evidence, certify security, or promise customer approval.
- Fidelic cannot provide legal advice.
- The company’s accountable owners must approve every material claim.
Bring us the work
Start with the deadline and what is blocked.
Start with the questionnaire deadline and where the approved evidence lives. Do not send credentials or confidential customer files through the first form.