DOCUMENT LAKEYour data lake holds the numbers. Your documents hold the story.
The other half of your data strategy.
Your data lake was built for structured data. Document Lake does the same for the documents behind every client relationship, and the two stay in sync.
Every source in. Every document governed.
- 1IngestDocuments arrive from custodians, CRMs, eSignature, email, scans and legacy archives through APIs, SFTP and native connectors.
- 2UnderstandIntelligent Document Processing classifies every document and extracts its key fields on arrival.
- 3GovernRole-based access, enterprise-scale permissions, retention, legal holds and a full audit trail apply across the lake.
- 4ActivateVault Insights AI, native dashboards, APIs and FutureVault MCP put every document to work.
Ask, analyze and act across every document.
Use FutureVault’s native tools, or connect the lake to the systems and AI your firm already runs.
AI built for regulated data. Governed by design.
The same controls that protect every document protect every AI answer, extraction and action.
- Private large language modelsAI runs on private models. Your documents stay within your environment and are never shared with public AI services or used to train them.
- Permission-aware by defaultAI inherits role-based access controls and enterprise-scale permissions, so it only ever sees what that user is allowed to see.
- Every AI action on the recordEvery question, answer, extraction, summary and agent action is logged in the audit trail, with the documents it used.
- Cited and verifiableAnswers link to the exact source documents, and every extracted field carries a confidence score.
- Your firm’s controlsAI is enabled where you configure it, and retention policies and legal holds apply to AI as to every document.
- Residency and encryptionHosting in Canada, the United States or Europe, encryption in transit and at rest, and your own keys on request.
- Independently examinedSOC 2 Type II examined, with 24/7 monitoring, vulnerability scanning and penetration testing.
Document Lake questions, answered.
What is a Document Lake?
A Document Lake is a single, governed home for every document your firm holds, from every source, organized so people, systems and AI can find, retrieve and understand it. FutureVault is pioneering the Document Lake for financial services.
How is a Document Lake different from a data lake?
A data lake stores structured data such as transactions and positions. A Document Lake holds the unstructured documents behind them, like statements, tax slips, agreements and policies, and makes them searchable and AI-ready. The two work together.
How is it different from a document management system?
A document management system stores files for people to browse. A Document Lake ingests documents from every source automatically, extracts their data, governs them with permissions and retention, and makes them available to AI, dashboards and APIs.
How do documents get into the Document Lake?
Through more than 1,000 API endpoints, SFTP for bulk feeds and native connectors to custodians, CRMs, eSignature and other systems, plus secure uploads from clients and teams.
Can it work with our existing data lake?
Yes. Relationships and permissions sync from your golden source, such as Databricks, and extracted fields flow back to your data lake and warehouse through the API.
How is AI governed across the lake?
AI only sees what each user is permitted to see, every AI action is recorded in the audit trail, and FutureVault uses private large language models, so documents stay within your environment.