February 10, 2026

Extract key details from SOC 2 reports and surface exceptions for review with the SOC 2 Review Agent

Extract key details and exceptions from SOC 2 reports automatically, reducing review time while maintaining consistent, audit-ready security assessments.

Marie Nayaka

<span id="hs_cos_wrapper_name" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="text" >Extract key details from SOC 2 reports and surface exceptions for review with the SOC 2 Review Agent</span>

SOC 2 Review Agent

Before security teams can assess a vendor’s controls, SOC 2 reports have to be reviewed in detail. These reports are long and technical, requiring someone to locate key information, confirm scope and coverage, interpret exceptions, and verify that the report meets internal requirements. This work is repeated for every vendor and consumes hours of skilled security time.

The LuminIQ SOC 2 Review Agent executes this first-pass analysis automatically when a report is submitted. Key details and exceptions are extracted and validated against your criteria, producing a structured summary for review. Security teams spend their time assessing material findings, not reading 100-page reports to verify fundamentals.

What It Reviews

The agent automatically reviews SOC 2 reports as soon as they are submitted, applying consistent criteria without backlog so security teams engage only on material findings.

Report fundamentals: Reviews SOC 2 report type, period covered, auditor, and service organisation scope to confirm baseline eligibility.
Trust service criteria: Checks which criteria are covered, such as Security, Availability, Confidentiality, Processing Integrity, and Privacy, and flags missing requirements.
Exceptions and opinions: Extracts exceptions, deviations, and qualified opinions, surfacing those that may impact your use case.
Recency and suitability: Verifies report age and confirms the report meets your stated requirements, such as Type II coverage within an acceptable timeframe.

Who this is for

This agent is for security, risk, and compliance teams that rely on SOC 2 reports as evidence of vendor controls. It is particularly valuable where reports are reviewed frequently and manual reading consumes senior security time.

It supports procurement teams that need faster security clearance during onboarding, and leadership teams that want consistent, auditable evidence review without overloading security functions.

Manual vs automated agent execution

Before:

Before using the agent, SOC 2 reports are reviewed manually from start to finish. Reviewers must locate key information, confirm scope and trust criteria, interpret exceptions, and verify report currency. This work is repeated for every vendor and consumes hours of skilled security time.

Lengthy reports require full manual reading
Key details are often buried deep in the document
Exceptions must be interpreted carefully in context
Review time scales directly with report volume
Backlogs form during onboarding and annual review cycles

After:

After the agent is in place, SOC 2 reports are analysed automatically when they are submitted. Reviewers receive a structured summary focused on what matters.

Key metadata and exceptions are extracted immediately
Coverage and requirements are validated consistently
Review effort is reduced to focused verification
Teams concentrate on material findings
Security capacity increases without adding headcount

See it in action

Configuration options

The SOC 2 Review Agent is configurable to reflect your security evidence requirements, so reports are evaluated consistently against what actually matters to your organisation.

Report type requirements: Define whether Type I, Type II, or both are acceptable.
Trust service criteria: Configure which criteria must be covered, such as Security, Availability, or Confidentiality.
Report currency rules: Specify acceptable report age or coverage period.
Exception handling: Define how exceptions and qualified opinions are surfaced for review.
Summary structure: Configure how extracted findings are presented to reviewers.

Security & Compliance

SOC 2 reports are handled within Gatekeeper’s secure environment with appropriate confidentiality controls. Access to reports and review outputs follows your permission settings. All analysis actions are logged to support auditability of your vendor security assessment process.

The SOC2 Review Agent is part of LuminIQ, Gatekeeper’s AI engine for third-party lifecycle management. All agent actions are logged with complete audit trails. The agent operates within your configured permissions and routing rules—it doesn’t make decisions outside the parameters you set. Data handling follows Gatekeeper’s enterprise security standards, including SOC 2 Type II compliance and GDPR requirements.