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Aventora Risk Assessment and Treatment Procedure

FieldValue
Document NameRisk Assessment and Treatment Procedure
Version1.0.1
Effective DateJuly 27, 2026
Approval DateAugust 1, 2026
Last ReviewedAugust 1, 2026
Document OwnerInformation Security Officer
Review FrequencyAnnually; upon material changes to the risk methodology
ClassificationInternal / Customer Shareable
Approval StatusApproved by Management — see Version History
Parent PolicyInformation Security Risk Management Policy

Document Control

This procedure defines Aventora’s methodology for assessing, scoring, treating, accepting, and reviewing information security and related risks under the Information Security Risk Management Policy.

This document describes governance and methodology suitable for customer and assessor review. Detailed risk register entries, scores for specific vulnerabilities, remediation status, and architecture weaknesses are maintained in internal restricted records and are not published here.

Aventora does not claim that all controls referenced as future treatment are currently operational. Planned controls are tracked in internal remediation and risk records.

RFC 2119 Terminology

The key words “MUST,” “MUST NOT,” “REQUIRED,” “SHALL,” “SHALL NOT,” “SHOULD,” “SHOULD NOT,” “RECOMMENDED,” “MAY,” and “OPTIONAL” in this document are to be interpreted as described in RFC 2119.


Approval

RoleNameSignatureDate
ManagementManagementApprovedAugust 1, 2026
Document Owner (Information Security Officer)Information Security OfficerApprovedAugust 1, 2026

Table of Contents

  1. Purpose and Scope
  2. Definitions
  3. Risk Assessment Process
  4. Likelihood Scale
  5. Impact Scale
  6. Risk Score Calculation and Ratings
  7. Register Fields
  8. Treatment Decisions
  9. Treatment Planning Requirements
  10. Risk Acceptance Requirements
  11. Review Cadence and Triggers
  12. Milestone Categories for Target Dates
  13. Templates
  14. Related Documents
  15. Version History

1. Purpose and Scope

This procedure applies to the same in-scope systems as the parent policy:

  • Engagement Hub (Aventora-Assistant);
  • Aventora Admin; and
  • Domain Assistant (domain-chatbot);

including supporting cloud, application, privacy, third-party, resilience, and AI-related risks for those systems.


2. Definitions

TermMeaning
Inherent riskRisk level before considering existing controls (or assuming controls are ineffective)
Existing controlsControls currently implemented and operating that reduce likelihood or impact
Residual riskRisk remaining after existing controls (and, where noted, expected effect of approved in-progress treatment)
Risk ownerRole accountable for the risk decision and residual risk posture
Control ownerRole responsible for operating or maintaining a material control
Treatment ownerRole responsible for completing mitigation/transfer/avoidance actions
Target treatment dateDate by which treatment actions are planned to complete
Risk acceptanceDocumented Management decision to accept residual risk for a defined period
Review dateDate the risk was last formally reviewed
Evidence referenceLink or identifier for supporting artifacts (tickets, docs, configs, test results)

3. Risk Assessment Process

For each risk, assessors MUST:

  1. Describe the risk, category, affected asset/service/process, threat, and vulnerability or exposure;
  2. Document existing controls honestly (do not treat planned controls as existing);
  3. Score inherent likelihood and impact;
  4. Select a treatment decision;
  5. Document planned mitigation and owners when treatment is Mitigate, Transfer, or Avoid;
  6. Score residual likelihood and impact;
  7. Set target dates using the milestone categories in Section 12;
  8. Record last and next review dates; and
  9. Link evidence references where available, or mark evidence as Planned / Pending Implementation.

High and Critical inherent or residual risks MUST be escalated to Management review.


4. Likelihood Scale

ScoreRatingGuidance
1RareMay occur only in exceptional circumstances
2UnlikelyCould occur, but not expected under normal operations
3PossibleMight occur at some time
4LikelyWill probably occur in most circumstances
5Almost CertainExpected to occur in most circumstances

5. Impact Scale

ScoreRatingGuidance (confidentiality, integrity, availability, privacy, contractual)
1NegligibleMinimal operational or customer impact; easily contained
2MinorLimited impact; localized inconvenience or limited data exposure
3ModerateNoticeable customer, operational, or compliance impact
4MajorSignificant customer data, availability, or contractual impact
5CriticalSevere or widespread impact to customers, trust, legal obligations, or service viability

Impact assessment SHOULD consider data classification, multi-tenant exposure, regulated personal information, and contractual commitments.


6. Risk Score Calculation and Ratings

Risk Score = Likelihood × Impact

Inherent Score and Residual Score are each calculated using this formula.

Score rangeRating
1–5Low
6–10Medium
11–15High
16–25Critical

7. Register Fields

The authoritative risk register MUST include at least:

FieldRequired
Risk IDYes
Risk titleYes
Risk descriptionYes
Risk categoryYes
Affected asset, service, or processYes
ThreatYes
Vulnerability or exposureYes
Existing controlsYes
Inherent likelihoodYes
Inherent impactYes
Inherent scoreYes
Treatment decisionYes
Planned mitigationWhen Mitigate/Transfer/Avoid
Risk ownerYes
Treatment ownerWhen actions open
Target dateWhen actions open
StatusYes
Residual likelihoodYes
Residual impactYes
Residual scoreYes
Last review dateYes
Next review dateYes
Evidence or related documentYes (or Planned / Pending Implementation)
CommentsRecommended (including pilot/go-live/roadmap timing)

The populated register is an internal confidential artifact.


8. Treatment Decisions

DecisionWhen to use
MitigateControls or remediation can reduce residual risk to an acceptable level
AcceptResidual risk is within appetite for a defined period; further mitigation not currently practical
TransferContractual allocation, insurance, or third-party responsibility appropriately addresses the risk
AvoidThe activity can be discontinued or not pursued

9. Treatment Planning Requirements

For High and Critical risks, Aventora MUST maintain a documented treatment plan including:

  • Risk ID and mitigation action;
  • Required control;
  • Owner and priority;
  • Dependencies;
  • Target date and status;
  • Evidence required; and
  • Residual-risk reassessment upon completion.

Treatment plans MAY be individual records or tracked as linked actions in the register and remediation tracker, provided the required fields are complete.


10. Risk Acceptance Requirements

Risk acceptance MUST:

  • Be documented in a Risk Acceptance Record;
  • Be time-limited;
  • Be reconsidered at the next scheduled review or sooner after a significant change;
  • Include business justification, existing controls, compensating controls, residual rating, and expiration/reassessment date; and
  • For High or Critical residual risk, receive formal documented Management approval.

11. Review Cadence and Triggers

Review typeRequirement
QuarterlyFull or prioritized register review at least once per quarter
Significant changeReview upon triggers listed in the parent policy
Initial formal reviewDocumented when the program is first established

Each review MUST produce a Risk Review Record.


12. Milestone Categories for Target Dates

Target dates SHOULD be categorized as:

CategoryUse
Before Gallagher pilot environment activationControls required before pilot environment processing of Gallagher data
Before production go-liveControls required before production customer go-live
Within 30 days after pilot startNear-term hardening after pilot begins
Within 60–90 days (security maturity roadmap)Planned maturity improvements not blocking pilot activation
Ongoing quarterly or annual activityRecurring control activities (reviews, training, monitoring refresh)

Planned Gallagher pilot controls MUST NOT be represented as already operational until implemented and verified.


13. Templates

Blank templates below are for governance use. Completed records with scores, vulnerability detail, and remediation status are stored internally and marked:

Internal — Confidential — Not for Public Distribution

13.1 Risk Review Record Template

FieldValue
Review date
Review typeQuarterly / Event-driven / Initial formal
Review triggerScheduled / describe trigger
ParticipantsRoles/names
Risks reviewedList or attach register extract
New risks identified
Risks closed
Risks increased
Risks decreased
Accepted risks
Overdue actions
Control changes
Incidents or findings considered
Decisions made
Action items
Owners
Target dates
ApprovalRole, name, signature, date

13.2 Risk Acceptance Record Template

FieldValue
Risk ID
Risk description
Business justification
Existing controls
Residual risk ratingScore and Low/Medium/High/Critical
Reason further mitigation is not currently practical
Compensating controls
Acceptance period
Expiration or reassessment date
Risk owner
Approver
Approval date

Statement: Risk acceptance is time-limited and must be reconsidered during the next scheduled review or sooner following a significant change.

13.3 Risk Treatment Plan Template

FieldValue
Risk ID
Mitigation action
Required control
Owner
PriorityCritical / High / Medium / Low
Dependencies
Target date
StatusOpen / In progress / Complete / Deferred
Evidence required
Completion date
Residual-risk reassessmentDate and updated residual score


15. Version History

VersionDateAuthor / OwnerSummary of Changes
1.0.1August 1, 2026Information Security OfficerManagement approval recorded; status updated from Draft to Approved by Management
1.0July 27, 2026Information Security OfficerInitial Risk Assessment and Treatment Procedure with 5×5 methodology and blank templates

Contact

Document Owner: Information Security Officer — security@aventora.ai