Glossary
The language of cross-system discovery.
Plain definitions of the terms behind cross-system discovery. Each one is defined once, on its own page, and linked from the places it appears.
No financial commitment at this stage
Runs entirely inside your environment. Nothing leaves.
Discovery
Cross-system discovery platform
A cross-system discovery platform connects to a company's existing data sources and automatically searches across them at once to surface revenue, margin, and risk signals that exist between systems, findings no single dashboard or report can see on its own.
Cross-system signal
A cross-system signal is a business finding that only becomes visible when two or more disconnected data sources are analyzed together, for example high support engagement combined with low product adoption revealing an expansion opportunity.
Action Pack
An Action Pack is NexDiscovery's deliverable: a single source-backed finding that includes the underlying data records, an estimated dollar impact, and a recommended action for a named executive owner, not a dashboard or a report.
Value found
Hidden revenue
Hidden revenue is expansion, cross-sell, or retention value a company has already earned the right to but cannot see, because the signal is split across systems that do not connect.
Margin leakage
Margin leakage is profit quietly lost to issues that do not show up in a single report, inconsistent pricing, high cost-to-serve customers, data errors, or operating friction, typically spread across finance, operations, and customer systems.
Cost-to-serve
Cost-to-serve is the total operating effort and expense required to support a given customer, segment, or product, measured against the revenue that customer generates. When it is inverted, low-value customers cost the most, margin erodes.
Pipeline leakage
Pipeline leakage is revenue lost when sales coverage and effort are misaligned with account value, so high-potential accounts go under-covered while effort flows to accounts unlikely to expand.
Data-quality risk
Data-quality risk is the financial and decision risk created when inconsistent or incorrect data across systems silently distorts reporting, for example outdated rate tables in one system compounding into settlement errors in another.
Security and compliance
In-environment AI
In-environment AI runs entirely inside the customer's own VPC or on-premises infrastructure. Data is never sent to an external model or third-party cloud, so there is no token cost and no external inference provider involved.
Data residency
Data residency means customer data never leaves its controlled environment. Because no cross-jurisdictional transfer occurs, requirements like GDPR data residency are satisfied by architecture rather than by contract.
HIPAA Business Associate Agreement
A HIPAA Business Associate Agreement is a contract required when a vendor handles protected health information. With NexDiscovery, protected health information is designed to stay inside your environment, reducing the scope of HIPAA Business Associate Agreement review. Whether a BAA is required depends on the specific engagement and access model.
OCC and FDIC third-party vendor review
The OCC and FDIC third-party vendor review is the due-diligence process US financial institutions run when a vendor processes their data. With NexDiscovery, no data leaves the institution, which can materially reduce the scope of OCC and FDIC third-party vendor review. The review required for any given engagement is determined by your institution.