DataFab · THE AGENTIC ENTERPRISE COMPANY
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DATAFAB
For the Office of the CFO · Prepared for Unity Advisory

DataFab

The Agentic Enterprise Company

A governed foundation that resolves any enterprise's data in place — and a studio where your experts build the agents that reason and act on it.

01 · The problem

Every client holds more data than ever — and can act on less of it.

Knowledge sits scattered across systems, business lines and jurisdictions — each with its own version of the truth, none sharing an entity or a story. AI arrives into that fragmentation and can only describe it. Dashboards report. Copilots chat. Nothing acts, because nothing can be trusted to act on data that is scattered, unresolved and ungoverned.

02 · The Knowledge Fabric

First, every source resolves into one live, governed graph.

SCATTERED SOURCES CRM Caldwell Steel Ltd ERP Caldwell Stl. AP CALDWELL STEEL CRM Meridian Logistics ERP Meridian Log. Ltd HR J. Okonkwo PAY Okonkwo, James ID James Okonkwo RESOLVED · ONE GRAPH Caldwell Steel Ltd SUPPLIER · GOLDEN RECORD Meridian Logistics SUPPLIER · GOLDEN RECORD James Okonkwo PERSON · GOLDEN RECORD

Duplicates across a dozen systems collapse into one golden record each — schemas, ontologies and a knowledge graph, derived, not drawn, current as new records arrive.

03 · In place

It runs where the data lives. Nothing leaves the boundary.

CONTROL PLANE Metadata · policy · identity · orchestration The only thing that ever crosses the boundary. No raw data. Ever. — THE BOUNDARY · DEFAULT-DENY · FAIL-CLOSED — DATA PLANE · INSIDE THE CLIENT BOUNDARY Records read, resolved and acted on — where they live Any cloud, on-premise or air-gapped. 100% of the keys and control stay with the client.

Cloud-grade power delivered to the data the client already controls — bring the cloud to your data, not the data to the cloud. No migration, no copy, no tenant hand-off.

04 · The Agentic Studio

Then your experts build their know-how in.

THE EXPERT DESCRIBES · PLAIN LANGUAGE "When a supplier payment jumpsmore than 3x month-on-month,resolve the supplier, screen theowner, and flag for review." STUDIOTHE AGENT, COMPOSED Supplier-Risk Agent GOVERNED · ON THE FABRIC DETECT payment jump > 3x RESOLVE supplier across sources SCREEN owner · UBO · sanctions FLAG route for human review

Two routes in: describe the judgment in plain language, or hand-craft it and instruct the data layer directly. Either way, institutional knowledge becomes a governed digital asset that runs on the Fabric.

05 · What they build

Four kinds of digital asset. Each one is your IP, productised.

Agents

A single actor that decides or does one task — as if your expert did it.

Widgets

Operational agents with a surface — where a person drives the logic and acts.

Agencies

Multiple agents working together to solve one complex problem end to end.

Utilities

A full, SaaS-like asset solving a whole symmetric problem — compliance, KYC.

Built once in the Studio. Cascaded across every client.

06 · The turn

The answer is retrieval. The follow-up is an execution.

THE CFO'S TEAM ASKS "Why did payments to Caldwell jump to £412k in June — should we worry?" THE ANSWER · RETRIEVAL £412k in June — 4.9× the £84k monthly baseline PRE-MITIGATION SCORE 80 · RED Any BI stack stops here. THE FOLLOW-UP · AN EXECUTION READS THE EVIDENCE £368k matches board-approved PO CAPX-2026-011 0.97 conf 80 Red 76 Amber Benign context applied — nothing is silently forgiven. GOVERNED ACTION · STUDIO-BUILT AGENCY Hold the £44k residual · screen the owner routed to procurement + compliance · logged · attributable

Any BI stack shows you the £412k. A governed agent reads further — finds the £368k board-approved PO behind it, clears the score from red to amber, and holds only the £44k that's left, every step logged. Everything after the answer is yours.

07 · The cascade

Build it once. Cascade it across every client.

A digital asset built in the Studio deploys into every engagement — on each client's own data, inside each client's own boundary. Nothing moved, nothing re-encoded. Your methodology, deployed across every client — as an asset you own.

One methodology
Client A · their boundary Client B · their boundary Client C · their boundary
08 · Governed autonomy

You decide how much each agency does on its own.

AUTONOMY · SET PER AGENCY, PER RISK L0 Deterministic L1 BPM-governed L2 Human-in-the-loop L3 Self-organising L4 Pure agenticDeterministic where it must be. Autonomous where it pays.

Not a switch — a dial, set per agency and per risk. Every action logged, attributable to source, and reproducible. This is why a client's risk team lets the agency act.

09 · The proof

Independently certified. Proven where the stakes are highest.

The governance isn't a promise on a slide — it's audited, and it's deployed on problems where being wrong is not an option.

SOC 2 Type II
ISO 27001 :2022
Independently attested security & information-governance controls — the evidence a Board and a client's risk function ask for first.
Deployed across
Financial Crime
Detection, screening & investigation at scale.
Car Finance Remediation
Regulated redress, resolved in place, at volume.
National Security & Investigations
Agency-grade intelligence over fragmented sources.
Legal Compliance
Governed, auditable, source-attributed decisions.
Legal Agentic OS
Agencies that reason and act across the practice.
One foundation. Every domain.
10 · Why it compounds

The hard part is built once.

The resolved graph beneath everything is the expensive part. Every asset built on top is faster and cheaper than the last.

Land on one high-value asset. Prove it. Compound outward — never boil the ocean to begin.

Every engagement makes the next richer — more assets, more resolved context, more judgment captured and reusable.

Model-agnostic — so every advance in AI makes your assets more valuable, not obsolete.

11 · Why DataFab

Everyone ships an agent. We ship the studio to build your own.

DATA PLATFORMS Copy the estate into their cloud. Surrender the data.
ONTOLOGY PIONEER Hand-modelled by their engineers, locked in by design. Surrender the autonomy.
AGENT FRAMEWORKS Hand you parts; leave the governed data to you. Assemble it yourself.
DATAFAB The expert who holds the knowledge builds it in — governed, in place, cascadable. Surrender nothing.
12 · The opportunity for Unity

Not a reporting problem. A fragmentation, semantics and governance problem.

The engagement

DataFab establishes a governed financial and operational intelligence layer across the existing estate, reconciles the definitions behind the numbers, and deploys an intelligence agency that produces Board-ready insight — with full drill-down and source attribution.

The strategic opportunity

The first worked example proves it on one client. The larger prize is to encode Unity's own CFO expertise, KPI logic and reporting methodology into a repeatable, governed product — deployed across every client.

A Unity-powered CFO Intelligence Agency, built on DataFab — converting fragmented enterprise data into governed Board intelligence, across every client.

DEMO