zag Excelfor Excel
ZAG for Excel

Security

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Last revised September 14, 2026Scope: ZAG for Excel

1Summary

Data residencyMicrosoft Azure, Japan East
AI platformAzure OpenAI Service, same region
Model trainingNone. Neither we nor Microsoft train foundation models on your data
Third-party sharingNone. We neither sell nor share customer data
TransportHTTPS throughout; non-HTTPS endpoints are refused
Fill resultsServer memory only, swept after 30 minutes
AnalyticsUsage events (no content) and session recordings of the task pane as displayed, including on-screen text (PostHog, hosted in the United States), sent by way of our server; no ad trackers, no external fonts, no external CDN
IsolationPer account; a dedicated stack per customer organisation

2Architecture and data flow

The product is an Excel task-pane add-in plus a backend we operate on Azure. No party other than ourselves and Microsoft sits in the data path.

ComponentRoleLocation
Add-inThe pane inside Excel. Reads and writes the workbook, calls the backend.Your machine
Application serverAuthentication, file storage, template settings, fill jobs, and the model gateway.Azure Container Apps (Japan East)
Extraction serverReads uploaded documents. The pane never talks to it directly.Azure Container Apps (Japan East)
ModelJudgement during extraction and fill.Azure OpenAI Service (Japan East)
StorageUploaded documents, template settings, operational records.Azure Blob Storage (Japan East)
Website live demoThe home-page feature that fills a sample sheet from a visitor's file. Not connected to any customer account or data.Azure Static Web Apps (API on Azure Functions)
Demo-only extraction server and storageA copy of the same extraction server, run in isolation for the demo. Starts on demand, stops when idle; files put in are deleted automatically within 24 hours.Azure Container Apps / Blob Storage (Japan East)

The workbook file is never uploaded. Only the ranges a tool needs to read are transmitted.

3What is stored, and what is not

DataWhereHow long
Chat history, settingsYour browser onlyUntil you clear it; never sent to us
Chat request/response bodiesNot storedThe gateway streams to the model and forgets — bodies are not logged
Uploaded documentsBlob Storage, per accountUntil you delete them
Fill results (cell values)Server memory onlySwept 30 minutes after completion; never written to disk
Extraction resultsServer memory onlyReaped after 30 minutes; caching disabled by default
Live-demo files and resultsDemo-only Blob StorageDeleted within 24 hours, enforced by a lifecycle rule
Live-demo usage recordsDemo-only Blob Storage (hashed IP and cookie id only)Deleted after 30 days
Website visit and live-demo run recordsDemo-only Blob Storage, append-only (page, language, referrer, client family; file name, size, kind of document and products, a few product names, request text, outcome, errors; hashed identifiers. Never file contents themselves)Deleted after 90 days
Operational recordsBlob Storage180 days, enforced by a storage lifecycle rule
Member recordsBlob StorageDeleted at end of contract

Operational records hold status, timestamps, account id, counts, exception reasons, log lines and model token counts. Result cell values are excluded, and exception messages are redacted before durable write so that a rejected value cannot leak into history. Upload records hold filename, size and account — never file contents.

4Access control

Customer side

  • Every request carries a signed bearer token with an account id embedded; the signature detects tampering.
  • File and template access is scoped to that account. One account cannot list, download or delete another's uploads.
  • Tokens are issued per member and individually revocable; revocation is applied from the operations console.
  • The token is embedded in the add-in's manifest, so treat manifest files as credentials. If one leaks, revoking that single token contains the exposure.

Our side

  • The operations console uses a separate credential from any customer token, with signed, expiring sessions. Customer tokens are never accepted there.
  • It exposes job status, counts, exception reasons, uploaded filenames and the member directory. It has no route to read uploaded file contents or result cell values.
  • Azure credentials live only as container secrets, never in the browser.
  • Administrative rights over the Azure resources are limited to the minimum set of operators.

5Isolation

  • Uploads and template settings are separated by account-scoped paths in storage.
  • Each contracted organisation gets its own containers and its own storage account. No customer data is shared between stacks.
  • Promoting a release copies container images and our own template packs only. Customer uploads, settings and operational records never move between environments.
  • Template packs are format definitions we author. They contain no customer product data.

6Transport and application hardening

  • HTTPS everywhere; the pane refuses to bootstrap from a non-HTTPS gateway URL.
  • A Content-Security-Policy confines the pane's network access to our serving origin and the Office script host. No third-party scripts load — we block even Office's own telemetry frame.
  • All assets, fonts included, are self-hosted. No external font service or CDN is contacted.
  • Uploads are stored content-addressed by hash, with a path-traversal guard on static serving.
  • Model-authored analysis code runs in a separate subprocess under a timeout and a memory cap. This is process isolation, not a hardened multi-tenant sandbox — which is why only documents you explicitly upload are ever routed through it.

7How we use AI

  • We do not train or tune models on your data.
  • Under Microsoft's published Azure OpenAI terms, your prompts and completions are not used to train OpenAI or Microsoft foundation models.
  • Microsoft's standard terms permit abuse-monitoring retention of prompts and completions for up to 30 days within the resource's geography, reviewed by authorised Microsoft personnel only where abuse is flagged. We intend to apply for Modified Abuse Monitoring, which removes this; this page will be revised if approved.
  • If web search is used, the query text — typically a product name or model number — reaches Azure OpenAI and its search index. Workbook contents are not sent.
  • The website's live demo uses the same Azure OpenAI Service (Japan East) under the same terms; files put into it are never used for training.

8Availability

  • The service runs on Azure managed services; platform availability follows Microsoft's SLA.
  • Maintenance may cause brief interruptions. We give advance notice where impact is expected.
  • Uploads and template settings are protected by Azure Blob Storage redundancy. Fill results live in memory by design, so recovery after a fault means re-running the job.

9Reporting a vulnerability

If you find a vulnerability, suspicious behaviour, or evidence of a leak, please tell us.

Report toyoichi@pioneerwork.co / rahul@pioneerwork.co
First responseWithin 2 business days
Statutory reportingWhere a personal-data leak meets the Personal Information Protection Commission's criteria, we report to the Commission and notify affected individuals within the statutory deadlines.

When testing, please do not access real customer data, degrade the service, or disclose findings publicly before we have had a chance to fix them.

10Keeping this current

Any change to the data flows described here is made in the same change that revises this page and the Privacy Policy — in particular: enabling extraction caching, altering retention rules, or adding any third-party service to the data path.

End of document.