ClearVault

Enterprise Historical Data Platform

One Secure Platform for All Your Historical Data.

ClearVault organizes historical data by source, dataset, table, and record—then gives authorized users the ability to search, browse, filter, inspect, export, and connect that information without relying on SQL or developer support.

No SQL requiredControlled, read-only accessBuilt-in exports and API access
InvoicesOracle ERP · Finance
42,681 records
Invoice IDCustomerDateAmountStatusRegion
INV-104782Acme Holdings2017-03-18$12,450PaidWest
INV-104783Globex Corp2017-03-19$8,200PaidEast
INV-104784Initech LLC2017-03-22$45,900PaidCentral
INV-104785Umbrella Inc2017-03-25$3,100VoidWest
Record DetailINV-104782

Customer

Acme Holdings

Customer ID

CUST-2204

Invoice date

2017-03-18

Amount

$12,450

Status

Paid

Sales rep

J. Martinez

Original source

Oracle ERP

Invoice-104782.pdf

Not Backup.

Not a Data Warehouse.

Not a System Replacement.

A Historical Access Layer.

ClearVault preserves and organizes historical business data after legacy applications have been migrated or retired, providing secure, searchable access without keeping outdated systems online.

Centralize

Bring Decades of Historical Data Into One Governed Vault.

Historical data often remains scattered across legacy applications, on-premises databases, business units, acquisitions, shared drives, and static exports. ClearVault brings those sources into one organized environment while preserving clear separation between systems, datasets, tables, and records.

Legacy ERP
CRM
SQL databases
On-premises servers
Acquired systems
Documents & attachments
ClearVault Historical Vault
Data Sources
Datasets
Tables
Records

Organize by Data Source

Keep information from different applications or business environments clearly separated and identifiable.

Structure by Dataset and Table

Organize historical information in a familiar structure that users can browse without navigating the original application.

Preserve Historical Context

Work with the customer to determine which tables, relationships, metadata, documents, images, and attachments must remain available.

Build One Access Point

Give authorized users a consistent destination for historical information across multiple retired or archived systems.

One vault does not mean one undifferentiated data dump. ClearVault keeps historical information organized by its original source and intended business use.

Filter

Filter Historical Data as Easily as a Spreadsheet.

Users should not need to understand database syntax to narrow a dataset. ClearVault provides familiar table controls that allow authorized users to browse columns, apply filters, sort results, and isolate the records they need.

Browse Tables

View historical datasets in a clear, structured table interface.

Apply Familiar Filters

Filter values using controls designed to feel similar to spreadsheet filtering.

Sort and Narrow Results

Sort columns and combine filters to isolate relevant records.

Export Filtered Results

Export the current filtered result set instead of downloading an entire table.

Invoices· Finance · Oracle ERP
Search...
Filters

Active Filters

Invoice date

Jan 1, 2017 – Dec 31, 2017

Customer

Acme Holdings

Status

Paid

Amount

Greater than $5,000

Invoice IDCustomerDateAmountStatus
INV-104782Acme Holdings2017-03-18$12,450Paid
INV-104810Acme Holdings2017-05-02$9,780Paid
42,681 records18 matching records

ClearVault turns technical database access into a familiar, controlled business-user experience.

Inspect

Open the Record. See the Full Historical Detail.

A table row should not be the end of the search. Users can select an individual row to view the full set of stored data points associated with that historical record.

Invoices· Finance · Oracle ERP
Invoice IDCustomerDateAmountStatus
INV-104781Globex Corp2017-03-15$8,200Paid
INV-104782Acme Holdings2017-03-18$12,450Paid
INV-104783Initech LLC2017-03-22$45,900Paid

Record Detail

Invoice 104782

Acme Holdings · 2017-03-18

Customer name

Acme Holdings

Customer ID

CUST-2204

Invoice date

2017-03-18

Due date

2017-04-17

Payment date

2017-04-10

Amount

$12,450

Tax

$1,245

Status

Paid

Region

West

Sales representative

J. Martinez

Original source

Oracle ERP

Archived date

2024-01-12

Associated items

Invoice-104782.pdf
PO-55810.pdf
Supporting-document.pdf

ClearVault can preserve the related data and assets defined during implementation. Related records and attachments appear where included in the implementation scope.

Preserve What Matters

Historical Data Is More Than Rows and Columns.

Every system is different. ClearVault works with each customer to determine what must be preserved for long-term access, business continuity, audit response, or system retirement.

Structured Tables

Preserve the tables required for future historical access.

Relationships

Retain relevant connections between records when included in the implementation scope.

Metadata

Store the context needed to understand and govern archived information.

Documents

Preserve relevant PDFs, reports, and supporting business documents.

Images and Attachments

Include associated files where required and technically available.

Historical Snapshots

Capture and preserve the agreed historical state of a source system or dataset.

ClearVault does not force every customer into the same archive structure. Each implementation begins by defining what must be retained, how it should be organized, and who will need access.

Govern

Give People Access to the Data They Need—and Nothing More.

Historical data may be useful across the organization, but access should remain controlled. ClearVault administrators determine which users and departments can access specific data sources, datasets, or tables.

Company Administrator

Manages users, departments, source & table access, admin settings

Finance

Access

  • Invoices
  • Payments
  • Vendor tables

No access

  • Clinical records
  • HR records

Human Resources

Access

  • Employee records
  • Benefits data

No access

  • Financial transactions

Legal & Compliance

Access

  • Approved historical datasets
  • Audit-relevant records
  • Export access

Department-Level Access

Assign access according to organizational role or department.

Table-Level Access

Limit users to the specific historical tables they are authorized to view.

Read-Only Access

Allow employees to retrieve information without modifying the underlying archived record.

Administrative Control

Give designated administrators responsibility for user access and vault organization.

Export

Take the Data You Need—Not the Entire Archive.

Users can export the records they have filtered from the table they are viewing. This gives teams a practical way to use historical information for reporting, audits, reviews, reconciliations, investigations, or downstream workflows.

Invoices — Filtered· Acme Holdings · 2017 · Paid · > $5,000
Invoice IDCustomerDateAmountStatus
INV-104782Acme Holdings2017-03-18$12,450Paid
INV-104810Acme Holdings2017-05-02$9,780Paid
42,681 records18 matching records

Export, your way

  • Export current filtered results
  • Avoid downloading unrelated records
  • Work with familiar CSV files
  • Support authorized downstream analysis
  • Preserve the original data in ClearVault

Connect

Keep Historical Data Available Inside the Systems Your Teams Use Today.

ClearVault provides API access so organizations can connect historical records to current systems, internal applications, portals, or workflows. Employees do not always need to leave their primary application to retrieve historical information.

Current Applications

Current ERP
Internal Portal
Customer-Service Platform
Reporting Workflow
Custom Application

ClearVault API

Read-only access

Historical Data Vault

Governed records

Retrieve Historical Records

Allow authorized systems to access stored historical information.

Connect Existing Workflows

Surface historical data in the applications employees already use.

Reduce Platform Switching

Minimize the need to open multiple legacy or archive systems.

Support Custom Integrations

Work with customer teams to connect ClearVault to their current technical environment.

AI Assistance

Use AI Assistance Without Sending Row-Level Data to the AI Model.

ClearVault can use table structure to help users identify and query the information they need. Only the table structure is sent to the AI model. The actual row-level data remains within the ClearVault environment.

1

Understand the Table

ClearVault uses the table structure, such as column names and data types, to understand what information is available.

2

Assist the Query

The AI helps translate the user's request into an appropriate structured query or filtering approach.

3

Run Securely

The query runs against the data within the ClearVault environment. Row-level data is not sent to the AI model.

Example Interaction
U

Show invoices from 2019 with an amount greater than $10,000.

AI assistance builds a secure query using table structure:

  • Identifies the invoice date field
  • Identifies the amount field
  • Creates the relevant query or filter
  • Returns the matching results within ClearVault

Table structure may be used for AI assistance. Historical row data remains within the ClearVault server environment.

Flexible Implementation

Every Historical Data Environment Is Different.

Legacy systems rarely share the same schema, data quality, file structure, or retention requirements. ClearVault combines internal automation with hands-on implementation to ensure historical data is extracted, organized, indexed, and validated for the customer's actual environment.

01

Extract

Securely retrieve data from legacy systems, databases, and infrastructure.

02

Transform

Prepare source data for consistent historical access.

03

Normalize

Organize inconsistent structures where needed for long-term use.

04

Snapshot

Capture the agreed historical state of the data.

05

Index

Prepare tables and records for efficient browsing, filtering, and retrieval.

06

Validate

Confirm completeness, accuracy, and usability of the preserved data with the customer.

The process is purposefully hands-on where needed. Historical data is too important to treat every system as though it were identical.

Built for Today. Expanding for Tomorrow.

ClearVault already provides the core capabilities organizations need to centralize, govern, and access historical data. Additional tools are being developed to make historical information even easier to explore across the enterprise.

Available Today

  • Organize data by source, dataset, and table
  • Browse historical tables
  • Search for relevant information
  • Apply familiar filters
  • Sort and narrow results
  • Open individual records
  • Export filtered results to CSV
  • Provide controlled user access
  • Department-Level Access and Table-Level Access
  • Connect through APIs
  • Use AI-assisted querying based on table structure
  • Keep row-level data out of the AI model

Product Roadmap

  • Cross-system search
  • Natural-language search across historical records
  • Version comparison
  • Expanded data visualization
  • Additional historical analysis tools

Roadmap items represent planned product direction and may change as ClearVault continues to develop the platform.

More Than Storage. A Better Historical Access Model.

ClearVault changes how organizations manage and use historical information.

Reduce Legacy-System Dependency

Keep historical records accessible without maintaining the applications that created them.

Remove Technical Gatekeepers

Allow authorized employees to answer routine historical data questions without relying on SQL experts.

Centralize Historical Access

Create one governed destination for records spread across multiple systems and environments.

Protect Engineering Capacity

Reduce recurring data-retrieval requests so developers and DevOps teams can focus on higher-value work.

"Historical data moves from technically available to operationally usable."

See What Self-Service Historical Access Looks Like.

Explore how ClearVault can centralize your historical data, reduce dependence on legacy systems, and give authorized teams direct access to the records they need.

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