Smart Summaries

Automatically generated from Instant Assessments, Smart Summaries turn live inputs into clear, defensible reports. Each one is vendor-scoped, editable in-platform, and ready to export.

Minutes to board-ready
Evidence you can trust
Edit in-platform

From inputs to a single narrative

Smart Summaries consolidate everything from an Instant Assessment – OSINT, uploaded artifacts, and vendor context – into a single, executive-ready report. Each section is evidence-linked and relationship-aware, so findings are tailored to your use case. When leadership or auditors ask, you open the report, make optional edits, and publish a shareable PDF in minutes. Included in a Smart Summary:

Executive Summary

One page on what changed and why it matters

Vendor Profile

Who the vendor is, scope of data, and business criticality

Relationship Overview

Your specific use case and data flows

Assessment Methodology

Inputs and approach for auditor credibility

Controls in Scope

Which controls were tested and why

Information Sources & Artifacts

SOC 2, ISO, policies, and other evidence

OSINT Signals

External posture and recent events that shift risk

Subprocessor & Nth-party Risk

Downstream dependencies and exposure radius

Risk Assessment & Recommendations

Findings by domain with prioritized next steps

Live by default

Smart Summaries update automatically whenever an Instant Assessment runs – whether from new OSINT signals or uploaded artifacts. Reports stay current without manual effort, so you can brief or export the moment leadership asks.

1

Assessment runs

Instant Assessment compiles OSINT and artifacts for the vendor.

2

Summary updates

Smart Summary refreshes automatically with the latest findings.

3

Edit as needed

Add executive notes, hide or show sections, or insert links.

4

Export instantly

Share a branded, evidence-linked PDF with boards, auditors, or execs.

Capabilities that matter

auto-generated vendor-scoped
Auto-generated, vendor-scoped
evidence-linked narrative
Evidence-linked narrative
framework mapping
Framework mapping
Relationship context & risk radius
editable in platform
Editable in-platform
actionable recommendations
Actionable recommendations
export to pdf
Export to PDF

From Trigger to Outcome

Create a vendor risk assessment report
On-demand leadership request
Monitoring trigger
Audit request
integrations

Frequently asked questions

A Smart Summary is generated as soon as you add a vendor. It stays live — automatically refreshing whenever an Instant Assessment detects new OSINT or artifacts. Each report shows a “last updated” status.

Yes. Smart Summaries are vendor-scoped and generated for every relationship you add to VISO TRUST.

No. A Smart Summary can generate from OSINT alone. As you upload artifacts (SOC 2, ISO, HIPAA), it updates automatically.

Yes. Hide or show sections, add executive notes, and insert links so the final PDF reflects exactly what leadership needs.

Yes. If OSINT or artifacts identify downstream dependencies, the Smart Summary includes nth-party exposure and risk radius.

Assessment findings, uploaded artifacts (e.g., SOC 2, ISO 27001, HIPAA), and OSINT advisories — all directly linked for verification.