Candor · concept demo by Hexaview Technologies, Inc. for Vantage Leadership Consulting· Candidates and client companies are fictional
Hexaview Technologies, Inc. · concept demo for Vantage Leadership Consulting · about 9 minutes

Candor

An AI workspace for Vantage's consultants and partners. It helps write evidence-backed assessment reports faster and runs helper agents alongside the team. It is built so that private information stays private, every statement links to its source, and a person makes every decision.

No sign-in, no setup. The candidates, client companies and numbers are fictional. Best on a laptop. New to this? Read on first, it takes about four minutes.

The background in 60 seconds

When a company picks a senior leader, it often asks experts to assess the candidates first

Vantage Leadership Consulting, based in Chicago, has helped organizations select and develop leaders for 50 years. Its consultants assess executives with interviews, psychometric tests, colleague feedback (called 360 feedback) and business simulations, then write a report the client uses to decide. In this demo you play Jordan Rivera, a Vantage partner who reviews and approves the work. Elena Carter and Sam Patel are the two consultants who interviewed and assessed the candidate. The client company, Northwind Manufacturing, and its candidates are made up.

  1. 1A company needs a leaderNorthwind needs a new VP of Operations and shortlists four candidates.
  2. 2Vantage gathers evidenceInterviews, tests, colleague feedback and a role-play exercise for each candidate.
  3. 3A consultant writes a reportStrengths, risks and development areas, measured against what the role needs.
  4. 4The company decidesThe report informs who gets the job. People's careers depend on it.
The problem

Step 3 is slow, and AI could speed it up, but the stakes are unusually high

It takes senior experts hours

Turning pages of notes, scores and comments into a careful report is skilled, manual work, done for every candidate.

The data is deeply private

Personality results and candid colleague feedback about named executives. One leak, or one client's data showing up in another client's work, and trust is gone.

The rules are tightening

In Illinois, where Vantage is based, employers must now tell people when AI is used in hiring or promotion decisions (since January 2026), and using AI in a way that discriminates can count as a civil rights violation. Vantage's clients will expect help to comply.

So why not just paste the notes into a chatbot?

What could go wrongWhat Candor does instead
Private names and details leave the firmNames are swapped for placeholders before the AI sees anything, and the most private option runs the AI on Vantage's own servers.
One client's information ends up in another client's answerEvery client's files sit in a separate locked vault. A request about another client is blocked before any search happens.
The AI states something nobody actually saidEvery sentence links to the exact note, score or comment behind it. Where there is no evidence, it says so and writes nothing.
Someone tricks the AI with a clever messageSeveral layers of safety checks stop known tricks, and a built-in set of attack tests reruns after every change.
Biased wording slips into a report about a real personA second AI reviewer flags age, gender and family-related wording before release, and a person decides on each flag.
What Candor does

Six promises Vantage can show its clients, not just tell them

NorthwindMeridian · locked

Every client is walled off

Separate storage and encryption for each client. People and AI only reach the client they are working on.

Dana Whitfield→[PERSON_01]

The AI never sees names

Names and identifying details are replaced first. Vantage can even run the AI on its own servers.

Calm under pressure2360 comments 03, 07, 11

Every sentence shows its proof

Click any sentence in a draft to see the source. Gaps in evidence are flagged instead of guessed.

5 agents runningAssessment · Bias audit · Coaching · Succession · Knowledge reuse

Agents work alongside people

Five agents, each named for a part of Vantage's work: assessment, bias audit, coaching, succession and knowledge reuse. Two more run in the background to mask personal data and record sources. They suggest; people decide.

ATTACK hidden instructionblocked · first check48 of 48 tests stopped

Safety checks you can watch

Clean Room Chat checks every message before the AI sees it: personal details masked as you type, hidden instructions removed, other clients' data refused. A 48-test suite, mapped to the OWASP list of AI security risks, reruns after every change.

✓Approved by a partner

A person signs off

The AI never rates a candidate or recommends a hire. Nothing reaches the client until a partner approves, and the client gets a plain AI-use notice.

All of it in the tools the team already uses

The assistant answers questions, drafts sections and prepares meetings, inside Candor and inside Microsoft Teams, where agents post findings and partners approve from a card.

What you'll see in the demo

One partner's morning, from the practice dashboard to a released report

Act 1 · The practice

The firm at a glance

  • Pipeline, turnaround and client health
  • Agents already at work
  • A morning brief
Act 2 · Trust

How data is protected

  • One locked vault per client
  • A candidate's protected file
  • Exactly what the AI receives
Act 3 · Agents at work

Help that runs in parallel

  • Findings from four agents
  • A live succession 9-box
  • Configuring agents and picking the AI model
Act 4 · The report

From draft to release

  • Cited draft, refused guesses
  • Bias review and partner approval
Act 5 · Clean Room Chat

Try to break it

  • Watch personal details masked as you type
  • Two trick attempts, stopped in front of you
  • The 48-test suite
Act 6 · Everywhere

Teams and coaching

  • Candor inside Microsoft Teams
  • An agent drafting coaching nudges
How to use the demo

A guide card walks you through it. You can't break anything.

  • Next and Back move through 27 short steps. Arrow keys work too.
  • ▶ buttons make something happen live, such as an agent finding something or a trick attempt being stopped.
  • The highlighted box on screen is what each step is talking about.
  • Drag the top bar to move the card. – shrinks it, › goes to the next step while it is small, and ⟲ puts it back where it was placed automatically.
  • For the build team opens a short technical note on each step. Skip it if you're not building it.
  • The assistant on the right answers what you type. When a step is about the chat, it opens wide so it is easy to read. Clean Room Chat, in the left menu, shows every message being checked and masked before the AI sees it. Try these:
  • Overview in the top bar brings you back to this page at any time.
What's real and what isn't

A clickable preview of a product we can build

  • Every screen, agent setting, attack and flow shows how the product will work.
  • The assistant's answers and the Clean Room results are scripted for this demo. In the live build they come from real models working on Vantage's own files.
  • Northwind, the other client companies, all candidates, scores, fees and dates are invented.
  • A working pilot with real AI, real vaults, agents and audit logs can follow quickly. We'll scope it with you.
Why Hexaview is building this

Privacy first, then speed

Firms that make sensitive decisions about people need AI they can defend to their clients. Candor puts the privacy controls first: the most private model option is the default, agents can only suggest, and every guardrail is tested in the open. It is built with HAKI AI, Hexaview's method for delivering AI projects, with human approval at every release.

Ready? It takes about nine minutes.

⌕ Search your engagements
JRJordan RiveraPartner
Friday, October 23 · Practice overview

Good morning, Jordan

Firm-wide view across every active engagement. These figures are totals only: no candidate detail crosses from one client to another.

Agents working alongside your team3 running · 41 findings this week, 33 accepted

Engagement pipeline

Engagements by stage

Notes-to-report turnaround

Average days, last 12 weeks

Client portfolio

Click a client to open it
Client and engagementStageHealthNext milestoneFees
Northwind ManufacturingVP Operations assessment · 4 candidates · J. Rivera
Partner reviewOn trackFinal reports due Nov 4$86,000
Lakeshore LogisticsCOO succession bench · 6 leaders · J. Rivera
Evidence collectionAt risk2 of 6 360s overdue · readout Dec 2$120,000
Brightwater FoodsExecutive coaching · 2 leaders · J. Rivera
ActiveOn trackMarcus Hale, session 7 · Oct 28$48,000
Meridian HealthCFO assessment · M. Okonkwo
DraftingSummary onlyNot your engagement. Candidate detail stays in Meridian's vault.$92,000
Harbor Credit UnionBoard self-evaluation · 9 directors · S. Lindqvist
ScopingOn trackKickoff Nov 2$35,000
Crestline EnergyHigh-performance team · J. Rivera
ReleasedCompleteFollow-up pulse Jan 12$64,000

Fairness review

Items flagged and resolved per week

Succession bench · Lakeshore COO

This week

  • Northwind check-in with Priya Shah, CHROYou and Elena Carter
  • Follow-up interview: Dana WhitfieldSam Patel · commercial acumen
  • Coaching session 7: Marcus HaleYou · Brightwater Foods
  • Harbor Credit Union board kickoffS. Lindqvist
  • Northwind final reports due4 candidates

Consultant capacity

Booked hours this week

Where the hours went

Per released report, this quarter
Engagement

Northwind Manufacturing · VP Operations

🔒 Northwind vault · key nw-kms-01Lead partner: Jordan RiveraAssessors: Elena Carter, Sam PatelReport due Nov 4Retention: 24 months

Candidates

CandidateInterviews360EvidenceReport
DW
2 of 214 of 14
86%
Partner review
RM
2 of 211 of 12
78%
Ready to draft
LO
1 of 26 of 12
41%
Withdrew Oct 19
TB
2 of 213 of 13
100%
Released Oct 14

Click a candidate name to open their file.

Northwind success profile v3

Agreed with Northwind's CHRO on Sep 18. Every report is written against these six competencies.

Drives operational excellence25%
Builds capable teams20%
Leads change20%
Commercial acumen15%
Strategic thinking10%
Communicates with clarity10%
DW
Candidate file

Dana Whitfield

Final-round candidate · VP Operations, Northwind Manufacturing · currently Senior Director, Operations

Assessment material All protected

DOC
Interview notes · Elena CarterOct 9 · 6 pages · behavioral interview
EncryptedNames replaced2 identifying details generalized
Indexed
DOC
Interview notes · Sam PatelOct 9 · 5 pages · behavioral interview
EncryptedNames replaced1 identifying detail generalized
Indexed
PDF
LeadScale profileOct 6 · 8 scales · fictional instrument for this demo
EncryptedScores only, no raw items
Indexed
360
360 feedbackOct 20 · 14 raters · 63 comments
EncryptedRater names removedGroups of 3+ only1 comment quarantined
Indexed
SIM
Simulation: plant quality crisisOct 9 · role-play · assessor notes
EncryptedNames replaced
Indexed
CV
RésuméSep 30 · 2 pages
EncryptedEmployer names generalized
Indexed

Perception gap · self versus others

CompetencySelfOthers (13)Gap
Drives operational excellence4.24.5+0.3
Builds capable teams4.04.1+0.1
Leads change4.63.4−1.2
Communicates with clarity3.84.0+0.2

LeadScale profile

Percentile against senior leader norm. Shaded band is the typical range.

Strategic orientation
72
Structure
84
Drive
68
Composure
79
Interpersonal sensitivity
61
Tolerance for ambiguity
52
Learning orientation
74
Influence
66

Assessor ratings

CompetencyCarterPatel
Operational excellence54
Builds teams44
Leads change42
Commercial acumenNot ratedNot rated
Privacy lens

Exactly what the AI model sees

The same interview excerpt, before and after the privacy layer. Real names never leave Vantage's systems.

Model: Gemma, hosted by Vantage
Red: names, emails, phoneOrange: details that could identify someoneTeal: safe placeholders

What the privacy layer did

Names replaced with placeholders6
Emails and phone numbers removed2
Identifying details generalized3

Generalized details

"plant director at a Racine-based appliance maker" → senior operations leader, consumer manufacturing
"22 years at the same company" → long tenure at one employer
"SVP at the same company" → senior executive

Checks before sending

Scope limited to Northwind vaultPassed
No other client's data in contextPassed
Model runs inside Vantage's networkYes
Report studio

Dana Whitfield · Assessment report

Drafted by Elena Carter (consultant) with the drafting assistant · you are reviewing as lead partner
Draft v323 of 23 sentences cited
Executive summaryOperational leadershipLeading changeCommercial acumenRatings
BI• ListCommentSuggest modeSaved 09:21
Prepared by Vantage Leadership Consulting for Northwind Manufacturing · VP Operations · Confidential

Executive summary

Not drafted yet. Ask the assistant to draft it from the evidence →

Operational leadership

Dana describes reorganizing a two-shift plant schedule after a sustained quality problem, and both assessors rated the account as specific and well sequenced.1 Peers consistently describe her as calm under pressure and quick to bring the right specialists into a problem.2 Her LeadScale profile shows high structure and composure, with moderate tolerance for ambiguity.3 In the plant crisis simulation she set a containment plan within the first ten minutes and assigned clear owners for each action.4

Leading change

Dana rates herself notably higher on leading change than her raters do, and the two assessors also differed on this competency.5 Raters describe strong execution of change once direction is set, with less evidence of building early support before announcing it.6

Commercial acumen

Insufficient evidenceThe assistant did not write this section

No interview answer, 360 comment or simulation note speaks directly to pricing, margin or customer economics. Writing a judgment here would be a guess.

Evidence
Click any underlined sentence to see the exact source behind it.

Ratings

Set by the assessors. The assistant shows evidence strength but never sets a rating.

Operational excellence4 sources
Builds teams3 sources
Leads changeAssessors differ
Commercial acumenNo evidence
Fairness review

A second reviewer reads every word before release

The review agent checks the draft against wording rules agreed with Vantage's psychologists. You decide on each item. 4 items open

Age-related wordingExecutive summary, paragraph 2 · from assessor notes
"…a young, hungry leader with plenty of runway…"
Suggested: "sets ambitious targets and asks for stretch assignments"7
Why: describes age rather than behavior. Age-related wording in a selection report can be read as age discrimination.
✓ Resolved by Jordan Rivera
Family statusDevelopment priorities · from interview notes
"…family commitments may limit her availability for travel…"
Suggested: remove. Not related to the success profile and not supported by any source.
Why: family status is not a job criterion. The role's travel requirement was discussed directly and Dana confirmed it.8
✓ Resolved by Jordan Rivera
Gender-coded descriptorLeading change · from one 360 comment
"…can come across as abrasive in meetings…"
Suggested: "two raters said she sometimes moves to decisions before others have finished raising concerns"9
Why: "abrasive" is applied more often to women in leadership feedback. The suggestion uses the specific behavior raters described.
✓ Resolved by Jordan Rivera
Unsupported judgmentExecutive summary, paragraph 1
"…a natural visionary…"
Suggested: remove, or add evidence. No interview answer, rating or comment supports this.
Why: every statement in a Vantage report should be defensible from the evidence.
✓ Resolved by Jordan Rivera
Approve and release

Nothing reaches the client without a partner

You sign off here as the lead partner. Release also prepares the AI use notice for Northwind.

Release checklist

✓
Every sentence has a source
23 of 23 sentences cited, 9 sources
!
Fairness items resolved
0 of 4 resolved
✓
Ratings set by an assessor
3 rated, 1 marked not rated for lack of evidence
4
Partner approval
Waiting for you
JR
Jordan Rivera
Lead partner

AI use notice · NW-0007
To: Northwind Manufacturing, Human Resources
Released

Vantage Leadership Consulting used an AI tool to help prepare the assessment report for the VP Operations candidate. The tool organized interview notes, assessment results and feedback, and produced a first draft with a reference for every statement.

The AI tool did not make or recommend any hiring decision and did not assign ratings. A Vantage consultant reviewed every statement and a Vantage partner approved the final report.

Candidate information was protected so that the AI tool did not receive names or contact details. Questions can be directed to Jordan Rivera.

Wording to be confirmed with Vantage's and Northwind's counsel. A record of this notice is kept in the audit log.

Agent and model studio

Agents, and the model behind them

Each agent watches one part of the work, does the legwork in the background and hands its findings to a person. None of them can rate a candidate, approve a report or send anything on its own.

AI model for the Northwind engagement

Every agent above, the assistant and Clean Room Chat use this model for this engagement. Switching it changes nothing else.

Most privateLeast private
Option 1Gemma, hosted by VantageOpen-weights model running on Vantage's own servers or private cloud. Prompts and data never leave Vantage's network.Recommended
Option 2Amazon Bedrock in Vantage's AWSManaged models inside Vantage's AWS account and chosen region. Prompts are not used to train the models.
Option 3Claude, Anthropic APINot used for training by default. Zero data retention where contracted.
Option 4OpenAI APINot used for training by default. Retention terms per agreement.

Same workflow, guardrails and audit trail on every option. Provider terms must match Vantage's signed agreements.

Always-on guardrail agents

These can't be switched off. They protect every agent above and every chat.

Vantage Client Enclave & PII Tokenization Agentvantage-client-enclave-pii-agentAlways on. Secures each client's data, replaces personal details with placeholders and lets no personal data reach a foundation model.
Vantage Evidence Provenance & Audit Agentvantage-evidence-provenance-agentAlways on. Stores the source for every statement, the reasoning trail and the audit log.
Disclosure agentvantage-disclosure-agentAlways on. Writes the client's AI use notice when a partner releases a report.

Live agent activity

Updates as agents work
    Trust center

    Every step recorded. Every guardrail tested.

    Attack testing, audit trail and data erasure, for Vantage's leadership, IT and clients' security and legal teams.

    Red-team results Last full run: Oct 20, after the prompt update

    Every attack type is mapped to the OWASP Top 10 for LLM Applications (2025). The suite reruns after any model, prompt or policy change. To try attacks yourself, use Clean Room Chat.

    12 attack families × 4 variants
    Attack familyOWASPTestsStoppedUsually stopped at

    Audit trail · Northwind engagement

    TimeWhoEventDetail
    09:02:11E. Carter (assessor)ingest6 files to nw-vault · names replaced
    09:03:02Client Enclave & PII Tokenization Agenttokenize11 personal details replaced · 0 sent to models
    09:04:37Confidential Assessment Agentmodel_callGemma (Vantage-hosted) · 3,812 tokens · draft v3
    09:05:02820 ILCS 42 & EEOC Bias Auditorflags4 raised on draft v3
    09:07:40Confidential Assessment Agentfindingassessor ratings differ by 2 on Leads change
    09:09:15Confidential Assessment Agentfindingself vs others gap −1.2 on Leads change

    Forget a person

    Removes everything about one assessee, under the retention policy, and keeps a receipt without personal data.

    Source files6 stored
    Search index entries214 stored
    Placeholder map entries11 stored
    Logs containing content38 stored

    Laura withdrew from the process on Oct 19. Backups expire under the documented backup schedule.

    Access policy

    P-01 Client isolationEnforced
    P-02 Names never sent to modelsEnforced
    P-03 Partner approval before releaseEnforced
    P-04 No hiring recommendations by AIEnforced
    P-05 Agents suggest, people decideEnforced
    P-06 No voice or video analysisEnforced

    Blocked attempts this week: 0

    Clean Room Chat

    Every question is checked before the AI sees it

    Type anything, or run one of the three flows. The right-hand panel shows, as you type, what the AI will actually receive and which checks your message passes.

    Clean Room ChatNorthwind engagement · Gemma, hosted by Vantage
    Try a flow:
    Pick a flow above, or type your own message below. Try including a name, an email or a phone number.
    More to try:
    Live pre-filterupdates as you type
    What you typed
    Nothing yet
    What the AI will receive
    Nothing yet
    0 personal details masked
    Checks on send

      Every message and check is written to the audit trail. Attempts that are stopped count as blocked attempts.

      Candor in Microsoft Teams

      The same assistant and agents, inside Teams

      Consultants ask Candor in a channel, agents post their findings there, and partners approve from a card. Same vault scope, same guardrails, same audit trail. Type in the box below to try it.

      ⌕ Search
      JR

      Teams

      VAVantage Assessment
      General
      # Northwind VP Ops
      # Lakeshore COO bench
      Calibration room
      VCVantage Coaching
      General
      Brightwater Foods
      VANorthwind VP OpsMeet
      PostsFilesCandor tracker+
      CandorAPP8:30 AM
      Good morning. Here's where the Northwind VP Operations search stands.
      Northwind · VP Operations
      Due Nov 4 · Northwind vault only
      Tom Brennan
      Released Oct 14
      Dana Whitfield
      Partner review · 4 fairness items open
      Ravi Menon
      Ready to draft · 78% evidence
      Laura Okafor
      Withdrew Oct 19
      Vantage Confidential Assessment AgentAGENT9:07 AM
      @Elena Carter @Sam Patel your ratings for Dana Whitfield differ by 2 points on Leads change.
      Calibration suggested
      Carter
      4 · plant schedule change (interview p.4)
      Patel
      2 · announced plan before hearing shift leads (simulation, min 12)
      SP
      Sam Patel9:12 AM
      Fair. I'll bring the simulation notes.
      ↩ Reply
      JR
      Jordan Rivera9:15 AM
      @Candor how does Dana stack up against the CFO finalists at Meridian?
      CandorAPP9:15 AM
      Blocked by policy P-01, client isolation
      This channel is scoped to Northwind. Nothing from Meridian was searched or sent anywhere. The attempt is logged for the firm admin.
      ↩ Reply
      CandorAPP9:40 AM
      @Jordan Rivera a report is waiting for your approval.
      Approval needed: Dana Whitfield, assessment report v3
      Citations
      23 of 23 sentences sourced
      Fairness
      4 items open
      Client notice
      NW-0007, prepared on release
      Illustration of Candor's Teams app. Microsoft Teams is a trademark of Microsoft.
      Coaching journey

      Marcus Hale · Brightwater Foods

      VP Supply Chain · coached by you since August · 6 of 10 sessions · Coachee consent on fileMarcus can see everything here

      Development goals · from his assessment

      Bring peers in before decisions are finalOn track
      Pulse check from 5 peers: 3.1 → 3.8 since August
      Delegate the weekly operations reviewNeeds attention
      Still chairing 4 of 4 reviews in October
      Present supply risk to the boardScheduled
      Board session Nov 18 · rehearsal booked Nov 11

      Between sessions

      Oct 14 · Session 6
      Practiced a pre-decision check-in script
      Oct 16 · Nudge sent
      "Before Thursday's review, who could chair it instead?"
      Oct 20 · Marcus replied
      Asked his deputy to chair next week
      Oct 28 · Session 7
      Assistant prepares session notes the day before