OpenConnect · Secure Context Gateway

Live enterprise context, assembled the moment it is needed.

OpenConnect retrieves exactly the customer, account, order, and entitlement data a workflow step requires — from the systems that own it — and hands it to the AI or human agent doing the work. No second copy of your regulated data.

Benefits

Three things change immediately

Context arrives before the question

Identity, account, and transaction state are present at the first second of the interaction.

No new regulated datastore

Assembly at request time removes the staleness, duplication, and access-control sprawl of replication.

Reusable across every surface

The same context contract serves voice, chat, messaging, and AI agents.

Comparison

Before OpenConnect / with OpenConnect

Before OpenMethods

— Data replicated into a lake or index to make it reachable
— Point integrations rebuilt per channel and per AI initiative
— Access control duplicated outside the system of record
— Screen pops that show a fixed record view regardless of the task

With OpenMethods

Context retrieved from source systems at the moment of use
One context contract shared by every engagement surface
Access control enforced where the data lives, scoped per step
Context shaped by the workflow step, not by a static template

How it works

A short technical explanation

OpenConnect exposes context contracts: named, versioned definitions of the fields a workflow step may retrieve, the systems those fields come from, and the roles allowed to see them.

At execution time, the gateway resolves each contract against connected systems using short-lived, scoped credentials issued per run. Results are assembled, masked according to role, and handed to the agent or workflow — never persisted beyond the retention behavior you configure.

Because contracts are versioned, a security reviewer can read exactly what a given workflow could access on a given date.

Governance

Controls that travel with the context

Field-level scope defined per workflow step, not per integration
Short-lived credentials issued per execution; no standing access for AI agents
Role-based masking applied before context reaches an agent or model
Every retrieval logged with the contract version that authorized it
Residency and retention behavior configured with your security team

End to end

A verification and lookup, in four moves

A customer asks about an order. OpenConnect verifies identity against the identity provider, retrieves the order and carrier state, joins the billing position, and hands a scoped context object to the workflow — before the agent finishes reading the request.

Does OpenConnect store customer data?

Context is assembled for the duration of the workflow step. Retention behavior is configurable and reviewed with your security team; the systems of record remain authoritative.

What if a source system is slow or unavailable?

Contracts declare which fields are required and which are optional, so a workflow can proceed with partial context and surface what is missing rather than failing silently.

Start here

Bring us the context your agents cannot reach today.

In a working session we'll map the systems, fields, and permissions required to assemble it safely.

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