The challenge
- Expose business data to external customers without giving direct SharePoint access.
- Isolate data strictly by legal entity, even across many clients.
- Protect high-risk actions like agreement signing.
Our approach
- Email + OTP authentication with encrypted server-side session handling.
- Legal-entity-scoped authorization on every data retrieval, with a PortalAccess toggle.
- Distributed rate limiting on auth and signing; step-up verification for signing.
- Audit logging to SharePoint and monitoring tools.
Results
Scoped
Legal-entity isolation
Step-up
Verification for signing
Audited
Login, access, and signing events
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