Security Whitepaper

DocSmith security model and operational boundaries.

This whitepaper summarizes security assumptions and practical controls for teams evaluating DocSmith in regulated payroll workflows.

Threat model scope

  • Local machine compromise and endpoint hygiene risks.
  • Operator misuse, template drift, and process inconsistency risks.
  • Credential misuse risks in licensing and entitlement operations.

Offline-first data handling

  • Payroll-row processing and validation are local-first by default.
  • No default cloud upload path for salary rows.
  • Local drafts persist only within user-controlled storage context.

Minimal permissions and safe boundaries

  • Permissions are constrained to required product operations.
  • No scraping/automation behavior outside declared workflow boundaries.
  • Product controls complement, not replace, organizational endpoint controls.

Audit trail concept

  • Validation and export checkpoints can be tracked for governance review.
  • Hash-chain concepts support integrity-oriented evidence paths.
  • Operational policy decides retention and review cadence.

What can leave the device

  • Licensing and payment-related metadata needed for entitlement operations.
  • No payroll-row submission is required in the default local workflow.
  • Support communications are user-initiated for troubleshooting and compliance requests.

Execution references