Sterling Ridge Wealth Advisors
AI Receptionist Demo
Compliance
Consent, retention and regulatory posture of every call
Demo data — resets nightlyPersonal Details Found
0
100% hidden automatically
Callers Verified
0%
confirmed it's really them
Failed ID Checks
0
blocked and recorded
Risk Score
0/100
Low risk
GLBA
Primary framework
Coverage99%
Last audited Mar 2026
PCI-DSS
Coverage96%
Last audited May 2026
SOC 2
Coverage95%
Last audited Jun 2026
Callers Who Agreed
Callers who agreed to be recorded
How Long We Keep Records
What we keep, and for how long
Call recordings
Auto-purge after 90 days
Transcripts
Retained 12 months — PII redacted at ingest
Chat logs
Retained 12 months
Payment data
Never stored — tokenized at capture
Activity Log
Every privacy-related action, permanently recorded
| Time | Who | What happened | Details |
|---|---|---|---|
| 3h ago | CallSphere Guard | PII redaction applied | Sensitive fields masked across new call transcripts |
| 5h ago | Compliance Engine | Consent captured | Recording consent confirmed at call start |
| 10h ago | System | GLBA safeguards verified | Automated control check passed — no findings |
| 15h ago | CallSphere Guard | Access review completed | Quarterly admin access recertification |
| 17h ago | Compliance Engine | Retention purge executed | Expired recordings removed per policy |
| 18h ago | System | Encryption key rotated | KMS key rotation completed automatically |
| 20h ago | System | DLP scan completed | No unredacted PII found in outbound messages |
| 21h ago | Admin (owner) | Failed login blocked | Geo-anomalous attempt challenged with MFA |
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