AIVER methodology

Buyer-controlled review, not vendor self-certification.

AIVER is the ChaseDesk workflow for structuring AI support-agent vendor evidence before signature, renewal, expansion, or production rollout.

AIVER does not certify vendors, provide legal advice, perform security audits, or approve AI systems on behalf of the enterprise. It organizes evidence and records review status so buyer-side teams can decide.

Method

  1. Open Review ID. Create a buyer-controlled record for the vendor, product scope, lifecycle event, and intended AI support-agent use.
  2. Issue evidence request. Require vendor materials on AI use, data handling, model providers, subprocessors, oversight, escalation, monitoring, incidents, and contractual commitments.
  3. Route review. Align legal, procurement, security, privacy, AI governance, and CX around the same record.
  4. Classify evidence. Mark each item as provided, audited, self-attested, missing, expired, contradictory, or requiring review.
  5. Record decision. Produce an Approval Pack with open issues, owner assignments, conditions, Review ID, and next review trigger.

Evidence status labels

  • Provided: material was supplied, but may still require review.
  • Audited: evidence references a third-party audit or formal assessment.
  • Self-attested: vendor asserts the position without independent support.
  • Missing: evidence was requested but not supplied.
  • Needs review: supplied material requires buyer-side interpretation.
  • Expired: evidence is outdated or outside its useful review window.
  • Contradictory: supplied evidence conflicts with another vendor statement or document.

Review outputs

The output is an Approval Pack, not a marketing badge. It is designed to support buyer-side review files, legal notes, procurement records, privacy/security review, AI governance registers, renewal calendars, and production-readiness decisions.

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