RFX docs

The ontology

RFX compares what a buyer needs with what every vendor offers by putting both into one vocabulary of capabilities. That vocabulary is the ontology. Matching, the RFP, a vendor's placement and the graph are all built on it.

Why one vocabulary

A buyer writes "Automatic user provisioning". One vendor's documentation says "SCIM 2.0 user provisioning is supported", another's "User provisioning via SCIM is in beta". As text, these can only be compared by someone reading all three. Placed on the same capability, scim, the comparison is a lookup: the first vendor meets the requirement, the second meets it in part, and each answer points at the line it came from. That is what lets one need be compared with thousands of offers, the same way for every vendor.

How it is organised

ElementWhat it isExample
GroupA heading that gathers capabilitiessecurity: Security and access
CapabilityOne thing a buyer can ask for and a vendor can state. The nodes of the ontologyscim: SCIM provisioning
RegulationA law or framework that capabilities help witheu-ai-act: EU AI Act

A capability

{
  "id": "sso",
  "group": "security",
  "label": "Single sign-on",
  "aliases": [
    "SSO",
    "SAML",
    "OIDC",
    "identity provider"
  ],
  "probe": "SAML SSO",
  "expected": "must",
  "rfp": "SEC-02"
}
FieldMeaning
idStable, and unique across every vocabulary: RFX refuses to start if two collide. Requirements, claims and the graph refer to it.
groupThe group it sits in.
label, aliasesThe name a buyer would use, and other names for the same thing. Matching reads both.
probeThe words RFX's own rules look for in a vendor's documents (without the model). The label when not given.
expectedmust: buyers in the category expect every vendor to have it. common: most vendors have it. Absent: optional. It drives a placement's coverage figures and the gaps a vendor is shown. It is RFX's reading of the market, not a standard.
parentA narrower capability is part of a broader one: sso-okta is part of sso.
addressesThe regulations and frameworks it helps with: ai-inventory addresses the EU AI Act, ISO/IEC 42001 and the NIST AI RMF.
rfpThe question of the standard RFP (list_rfp_questions) whose answer can state it.
catalogA value of the vendor's offering profile that states it: deploy-on-prem is stated by deployment = on-prem.

Placing a requirement on a capability

A buyer writes requirements in plain words (set_requirements, send_rfp). RFX places each one on a capability, or on none:

  1. Requirements about money (price, budget, cost, fee, discount, EUR) are not capabilities. They are settled in the quote and the deal room, and answer needs_quote until then.
  2. The text is cut into words. Common words are dropped and endings trimmed, so provisioning and provisioned count as one word.
  3. A capability fits when at least three quarters of the requirement's words are in its label or aliases, and the requirement holds at least half the words of its label or of one alias. Of those that fit, the closest wins. Only the core and the need's category are searched.
  4. If none fits, the requirement is recorded as demand (below) and answered without the graph: from the vendor's standard RFP answer if that answer covers nearly all its words, otherwise by searching the vendor's documents for it, with the line quoted.
The buyer writesPlaced on
Automatic user provisioningscim
SAML SSO with Oktasso-okta, the narrower capability
We need SOC 2 Type IIcert-soc2
EU hostingregion-eu
User provisioning from our identity providerNone: half its words point at scim, half at sso. Answered from the documents, and recorded

The rule is strict on purpose. A requirement placed on the wrong capability would give the buyer a confident wrong answer; one left unplaced is still answered, from the vendor's own lines. To skip the guessing, name the capability yourself:

{
  "id": "R1",
  "text": "Provisioning from Entra ID",
  "priority": "must",
  "check": {
    "capability": "scim"
  }
}

Vendors' sources on the same capabilities

A vendor's documents, repository, compliance platform and MCP server are read onto the same capabilities, by the language model or by RFX's own rules. Each reading is a claim with its status, its level and the line behind it, which a person at the vendor reviews. See The graph.

Growing the vocabulary

The vocabulary grows from what the market actually asks and states:

A person at RFX can also have the model draft capabilities for a category from the recorded demand. Every proposal waits for that person, who approves it (and may rename it, move it to another group, or add aliases) or rejects it. Approved, it gets an id x-<category>-<label> and joins its category for everyone at once, and the vendor whose line proposed it receives that claim, waiting for its own review. Nothing joins the vocabulary without a person at RFX.

Where it comes from

Each vocabulary is a file in data/ontology/ with a version and a note on its sources; approved additions are kept in the database. The vocabularies of this version are illustrative: written from public frameworks (EU AI Act, ISO/IEC 42001, NIST AI RMF, OWASP Top 10 for LLM applications, MITRE ATLAS) and common RFP question banks.

The vocabulary today

71 capabilities in 3 categories and the shared core. Read from the running version. list_capabilities returns the same; pass market for one category.

Shared corecore27 capabilities

Used in every category.

Regulations and frameworks: GDPR (gdpr)

IdCapabilityAlso calledExpectedLinks
Security and access
ssoSingle sign-onSSO, SAML, OIDC, identity providermustRFP question SEC-02
sso-oktaOkta single sign-onOkta SAML, SAML SSO with Oktapart of sso
sso-entraMicrosoft Entra ID single sign-onAzure AD SSO, Entra ID SAMLpart of sso
sso-pingPing Identity single sign-onPingFederate SSOpart of sso
sso-googleGoogle Workspace single sign-onGoogle SSOpart of sso
scimSCIM provisioningSCIM 2.0, user provisioning, automatic user provisioning and deprovisioningmustRFP question SEC-03
mfaMulti-factor authenticationMFA, two-factor authenticationcommon
encryptionEncryption at rest and in transitAES-256, TLSmustaddresses GDPR; RFP question SEC-01
byokCustomer-managed keysBYOK, bring your own keycommon
rbacRole-based access controlRBAC, roles and permissionscommon
audit-logAudit logactivity log, audit trailcommonaddresses EU AI Act
Deployment and hosting
deploy-saasSaaScloud hosted, multi-tenantmustoffering: deployment = saas
deploy-private-cloudPrivate cloudsingle-tenant, dedicated instancecommonoffering: deployment = private-cloud
deploy-on-premOn-premises deploymentself-hosted, on-premcommonoffering: deployment = on-prem
deploy-air-gappedAir-gapped deploymentoffline deployment
region-euEU hostingEU data residency, hosted in the EU, European Union regionmustaddresses GDPR; offering: regions = eu
region-chSwitzerland hostingSwiss hosting, Swiss data residencyoffering: regions = ch
region-usUS hostingUnited States region, US data residencyoffering: regions = us
API
rest-apiREST APIpublic API, OpenAPImustRFP question INT-01
webhooksWebhooksevent notificationscommonRFP question INT-01
python-sdkPython SDKSDKRFP question INT-01
Certifications and assurance
cert-iso-27001ISO/IEC 27001 certificationISO 27001mustRFP question CMP-02
cert-soc2SOC 2 Type II reportSOC 2commonRFP question CMP-01
pentestThird-party penetration testingpen testcommonRFP question SEC-04
dpaGDPR data processing agreementDPA, standard contractual clauses, sub-processor listmustaddresses GDPR; RFP question CMP-03
Operations
uptime-slaUptime SLAavailability SLAmustRFP question OPS-01
support-tiersSupport tiers24/7 support, named CSMcommonRFP question OPS-02
AI Governance Platformsai-governance-platforms24 capabilities · version 0.2

Illustrative vocabulary written for the MVP from public frameworks (EU AI Act, ISO/IEC 42001, NIST AI RMF) and the standard RFP question bank. It is not Gartner's capability list, and 'expected' marks our own reading of what the market expects.

Regulations and frameworks: EU AI Act (eu-ai-act), ISO/IEC 42001 (iso-42001), NIST AI RMF (nist-ai-rmf)

IdCapabilityAlso calledExpectedLinks
AI governance
ai-inventoryAI system inventorymodel inventory, AI registry, AI use case inventory, inventory of models and third-party AImustaddresses EU AI Act, ISO/IEC 42001, NIST AI RMF
risk-classificationEU AI Act risk classificationAI risk classification, high-risk classification, Annex III classificationmustaddresses EU AI Act
control-mappingControl library mappingISO/IEC 42001 control mapping, NIST AI RMF control mapping, EU AI Act controls, framework mappingmustaddresses EU AI Act, ISO/IEC 42001, NIST AI RMF
evidence-collectionEvidence collectioncollect and version evidence, link evidence to controlsmustaddresses EU AI Act, ISO/IEC 42001
audit-reportsAudit-ready reportsconformity reports, readiness reports, audit exportmustaddresses EU AI Act, ISO/IEC 42001
technical-documentationTechnical documentation (Annex IV)model documentation, technical file, Annex IVcommonaddresses EU AI Act
agentic-assistantsAgentic compliance assistantsAI assistants for compliance, agents fill questionnairescommon
risk-assessmentAI risk assessmentrisk register, risk treatmentmustaddresses ISO/IEC 42001, NIST AI RMF
impact-assessmentImpact assessmentFRIA, AI impact assessment, DPIAcommonaddresses EU AI Act, ISO/IEC 42001
policy-managementAI policy managementpolicy library, acceptable use policycommonaddresses ISO/IEC 42001, NIST AI RMF
workflow-approvalsReview and approval workflowsintake workflow, approval workflow, use case approvalcommonaddresses NIST AI RMF
post-market-monitoringPost-market monitoringmodel monitoring, incident reportingcommonaddresses EU AI Act
third-party-aiThird-party AI assessmentsupplier AI assessment, procured AIcommonaddresses ISO/IEC 42001
Connectors
int-jiraJiraJira integration
int-azure-devopsAzure DevOpsADO integration
int-mlflowMLflowMLflow model registry
int-databricksDatabricks
int-sagemakerAWS SageMakerSageMaker
int-slackSlack
int-teamsMicrosoft TeamsTeams notifications
int-servicenow-grcServiceNow GRCexport controls and evidence to ServiceNow GRC, ServiceNow integration
int-collibraCollibradata catalog lineage import
int-sap-grcSAP GRCSAP GRC connector
Certifications and assurance
cert-iso-42001ISO/IEC 42001 certificationAI management system certificationcommonaddresses ISO/IEC 42001
AI Securityai-security10 capabilities · version 0.1

Illustrative vocabulary for AI security platforms, written for the MVP from public frameworks (OWASP Top 10 for LLM applications, MITRE ATLAS, NIST AI RMF). A light category: listings and vocabulary only.

Regulations and frameworks: OWASP Top 10 for LLM applications (owasp-llm), MITRE ATLAS (mitre-atlas)

IdCapabilityAlso calledExpectedLinks
AI threat protection
prompt-injection-defensePrompt injection detectionprompt injection, jailbreak detection, jailbreak protectionmustaddresses OWASP Top 10 for LLM applications
data-leakage-preventionSensitive data leakage preventionPII redaction, data loss prevention for LLM, DLP for AImustaddresses OWASP Top 10 for LLM applications
runtime-guardrailsRuntime guardrails for LLM applicationsAI firewall, LLM firewall, guardrailsmustaddresses OWASP Top 10 for LLM applications
agent-tool-securityAgent and tool call securityMCP security, agent permissions, tool call monitoringcommonaddresses OWASP Top 10 for LLM applications
AI security posture
model-scanningModel file scanningmodel serialization scanning, malicious model detection, pickle scanningcommonaddresses MITRE ATLAS
ai-red-teamingAutomated AI red teamingadversarial testing, LLM red teaming, penetration testing of AImustaddresses MITRE ATLAS, OWASP Top 10 for LLM applications
shadow-ai-discoveryShadow AI discoverydiscover AI usage, unsanctioned AI, AI asset discoverycommon
ai-spmAI security posture managementAI-SPM, AI posture managementcommon
Connectors
int-siemSIEM integrationSplunk, Microsoft Sentinel, SIEM export
int-soarSOAR integrationsecurity orchestration
Sales Force Automation and CRMcrm10 capabilities · version 0.1

Illustrative vocabulary for CRM and sales force automation, written for the MVP from common CRM RFP question banks. A light category: listings and vocabulary only.

IdCapabilityAlso calledExpectedLinks
Sales
contact-account-managementContact and account managementaccounts and contacts, customer recordsmust
opportunity-pipelineOpportunity and pipeline managementsales pipeline, deal stages, opportunity managementmust
sales-forecastingSales forecastingforecast, revenue forecastingmust
cpqConfigure, price, quoteCPQ, quote generationcommon
crm-ai-assistantAI sales assistantgenerative AI for sales, AI email drafting, copilot for salescommon
Service and marketing
case-managementService case managementticketing, customer service cases, support casescommon
marketing-automationMarketing automationemail campaigns, lead nurturingcommon
Connectors
int-erpERP integrationSAP S/4HANA, Oracle ERP, Microsoft Dynamics ERP
int-email-calendarEmail and calendar syncOutlook sync, Gmail sync, calendar integrationmust
int-ctiTelephony integrationCTI, call logging