Salesforce · Filed May 1, 2025 · Published Nov 5, 2026

Salesforce Patents a Background Check on the AI Helpers It Sends to Do Your Work

When one AI agent asks another to do a job, Salesforce's new patent application says the receiver should check the sender's identity and the whole trail of hand-offs behind the request.

AI assistants check one another's identities and past work to block an untrusted assistant from accessing company data. Drawing from patent filing US 2026/0350608 A1.
AI assistants check one another's identities and past work to block an untrusted assistant from accessing company data.
See all 10 drawings from this filing ↓
Publication number US 2026/0350608 A1 US20260350608A1
Applicant Salesforce, Inc.
Filing date May 1, 2025
Publication date Nov 5, 2026
Inventors Swaroop Jayanthi, Jose LEJIN P J, Ratheesh Krishna Vadhyar
US classification 705/75
Examiner KING, DAVIDA LEE (Art Unit 3699)
Status when we published Rejected again; the company can still amend or appeal (Oct 2, 2026)
Document 20 claims

What Salesforce's AI agent check actually does

An online order comes in, and no person touches it. One software helper checks the stock, hands off to another that takes the payment, which hands off to a third that books the shipping. If one helper in that line is fake, or just not supposed to be doing that job, who notices?

Salesforce's patent application describes a way to make every helper run two checks before it acts. First, is the sender really who it says it is? Second, does the whole trail of hand-offs that led to this request follow the rules? Each helper stamps its own note onto the request as it passes it along, so the last one in line can read the full trail.

That means a request can look fine on its own and still get refused because of where it came from. Impostor helpers get turned away at the door.

From the filing · CLAIM 1
… authenticating the second agent using an authentication policy to determine an authentication result, wherein the authentication policy is based on authenticating an identity of the second agent; …

Translation: The system checks the ID of the incoming AI helper to confirm who it claims to be.

How each agent stamps and reads the hand-off trail

The filing covers a method where one AI agent (a piece of software that carries out a task on its own) receives a transaction request from a second AI agent. The first agent runs two checks, and both must pass before it goes ahead.

  • Identity check: the agent confirms who is asking. The description pairs certificate and digital signature checks (electronic ID papers that are hard to fake) with a trained model that watches behavior, such as repeated login retries that look like break-in attempts.
  • Chain check: the agent reads the chained metadata, a stack of notes that each agent in the line added. It can include the originating agent, the type of each hop and flags for policies already checked. The agent tests the whole chain against its transaction policy.

In the filing's examples, Agent X allows a type of request from Agent A when it arrives directly, but denies the same request when it comes through Agent B first. If the identity check fails, the chain check may never run.

The description also covers companies with their own go-between agents. A proxy agent asks a global registry (a directory) which other organization can handle a task, passes along a short summary, and sends the detailed, encrypted information to the final agent, which makes the authorization call.

From the filing · THE ABSTRACT
Chained transaction metadata is determined based on multiple transactions including the second agent and a third agent.

Translation: The software tracks the full history of tasks passed along a chain of multiple AI workers.

What a final rejection means for Salesforce's filing

If software agents end up handling orders, payments and bookings for you, a lot rides on whether the agent on the other end is who it claims to be. The filing gives a concrete case: a chatbot asks a booking agent for a 20% discount when the standing rule is 10%. The booking agent treats that as high risk and can check with another agent, such as a sales agent, before agreeing.

The patent examiner has issued a final rejection of this application, so nothing here is approved. Salesforce can still amend the claims or appeal. For now it shows how Salesforce is thinking about security when agents talk to each other, and the filing describes no product you can use.

Salesforce's 20th filing we've tracked since May in the AI guardrails race adds to a pattern that includes bots that shut off early and grading and killing bad results.

Editorial take

Claim 1 asks for very little. It needs two AI agents, an identity check, a look at a chain of hand-offs that includes a third agent, and a final yes or no that depends on both results.

The fancier parts sit in the dependent claims: the certificate checks, the behavior model and the global registry all show up later. That leaves claim 1 covering any version of the idea. If granted, that breadth would reach any system where an agent asks who is calling and where the request came from before it acts.

The useful takeaway for any reader is that judging an agent by its whole trail of hand-offs catches things a single check misses. Whether Salesforce keeps such a wide claim after a final rejection is the open question.

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The drawings

10 drawing sheets from US 2026/0350608 A1 · click any drawing to enlarge

Authorized AI helpers screen tasks and block unknown impostors, drawing sheet 1 from US 2026/0350608 A1
Sheet 1 Authorized AI helpers screen tasks and block unknown impostors
How AI helpers allow or deny tasks sent between them, drawing sheet 2 from US 2026/0350608 A1
Sheet 2 How AI helpers allow or deny tasks sent between them
Security checks using digital certificates and AI identity screening, drawing sheet 3 from US 2026/0350608 A1
Sheet 3 Security checks using digital certificates and AI identity screening
Steps an AI helper follows to verify task requests, drawing sheet 4 from US 2026/0350608 A1
Sheet 4 Steps an AI helper follows to verify task requests
Tracking every AI helper that handles a multi step task, drawing sheet 5 from US 2026/0350608 A1
Sheet 5 Tracking every AI helper that handles a multi step task
Evaluating past helper steps against safety policies before approving work, drawing sheet 6 from US 2026/0350608 A1
Sheet 6 Evaluating past helper steps against safety policies before approving work
Connecting AI helpers safely across different companies, drawing sheet 7 from US 2026/0350608 A1
Sheet 7 Connecting AI helpers safely across different companies
Cloud servers and customer databases running the AI services, drawing sheet 8 from US 2026/0350608 A1
Sheet 8 Cloud servers and customer databases running the AI services
Show the other 2 sheets
Cloud servers that route requests and store customer information, drawing sheet 9 from US 2026/0350608 A1
Sheet 9 Cloud servers that route requests and store customer information
Basic computer parts that power the system servers, drawing sheet 10 from US 2026/0350608 A1
Sheet 10 Basic computer parts that power the system servers
Browse all the drawings 10 drawing sheets
Patent filing page

Source. Full patent text and figures from the official USPTO publication PDF.
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