CANOPY

Your Business Logic,
Enforced Everywhere

The flexibility to define your own logic, data, and rules — enforced consistently across every Vailent application.

Request a Demo See How It Works
Minutes
From Rule Change to Live
Same-Day
Org Restructure Rollout
Zero
IT Hand-offs to Update a Rule
app.vailent.com/canopy
CanopyOrg hierarchy
K
ML
Selected:NordpolymerEMEAGermanyDACH North
Org chart
Map
Table
Nodes
248
across 5 levels
Accounts assigned
3,412
98.4% coverage
Unassigned
56
needs routing
Auto-routed · 24h
142
100% match rate
Org chart
Showing 3 levels from DACH North
SELECTED
L3
accounts
L4
18 accounts
L4
24 accounts
L4
9 accounts
L4
32 accounts
L4
7 accounts
L4
12 accounts
L4
5 accounts
Route resolution
Reorg applied · 2 days ago
8 ms
Ship-to address
Industriestraße 24, Hamburg
DE-20457 · matched 3 districts
Resolved chain
L0
Nordpolymer Holding
Parent · 42 entities
L1
EMEA
Region
L2
Germany
Country
L3
DACH North
Territory · Mia K.
Match
Inherited
Pricing band B
Credit €5M
Approval tier 2
Role assignments
EMEA
MK
Mia Kowalski
Account Manager · DACH North
JA
Jonas Albrecht
Account Manager · DACH South
RD
Rachel Dubois
Sr. AM · Benelux
Recent reorgs
DACH split into North/South2d ago
Benelux territory created1mo ago
Iberia merged into Southern Europe3mo ago

Your Org, Modeled Exactly

Every entity, every reporting line.

Parent companies, subsidiaries, divisions, regions, teams, and personnel — all modeled the way they actually operate.

Entity HierarchyReporting LinesDivisions & RegionsPersonnel

Role-Based AI Access

The right people see the right intelligence.

Every action and every AI-generated insight is governed by Canopy's access rules. Territory boundaries, account assignments, and approval thresholds are enforced consistently.

Territory BoundariesAccount AssignmentsApproval RoutingAI Guardrails
THE GOVERNANCE LAYER

Customization Without Engineering

Canopy is what makes Vailent feel built for your business. Configuration replaces custom code so the platform adapts as fast as the company changes.

Organizational Hierarchy

Model parent companies, subsidiaries, divisions, regions, and teams — exactly the way your business is structured.

Role-Based Access Control

Every action, every record, every AI response is governed by who you are and what you're allowed to see.

Custom Business Rules

Approval thresholds, pricing guardrails, compliance requirements — all configurable per customer, all enforced platform-wide.

Custom Fields & Terminology

ERP fields surfaced where they matter, labeled in your language, with role-based visibility you control.

Real-Time Reorganization

Restructure teams, regions, and territories on the fly. Access rules propagate everywhere — no engineering, no downtime.

Approval & Workflow Routing

Approvals route through the right people based on org hierarchy. Configurable, auditable, and consistent across every application.

The Outcome

A platform that fits your business in weeks instead of months — and adapts as fast as you do.

Inside Canopy

Every account routed to the right team.

A focused look at one of the moments inside the product — the kind of small, everyday surface where Vailent quietly does the work.

Route resolution
Reorg applied · 2 days ago
8 ms
Ship-to address
Industriestraße 24, Hamburg
DE-20457 · matched 3 districts
Resolved chain
L0
Nordpolymer Holding
Parent · 42 entities
L1
EMEA
Region
L2
Germany
Country
L3
DACH North
Territory · Mia K.
Match
Inherited
Pricing band B
Credit €5M
Approval tier 2
Role assignments
EMEA
MK
Mia Kowalski
Account Manager · DACH North
JA
Jonas Albrecht
Account Manager · DACH South
RD
Rachel Dubois
Sr. AM · Benelux
Recent reorgs
DACH split into North/South2d ago
Benelux territory created1mo ago
Iberia merged into Southern Europe3mo ago
Org Chart · 1986
Org ChartRev 4.2 · 1986
Then & now
The way every decision traveled before.

There's a New Way to Govern.

Model your hierarchy, define your roles, configure your business rules — and have every application enforce them consistently.