The Canopy PII Vault EA allows clients to anonymize and upload their PDF statements via email. It has a
The Canopy EA involves the Word Cloud feature which clients can set to include information such as names, which allows you to set rules to anonymize information such as names, address, and even phone numbers to be removed from their statements. the financial statements you wish to view on Canopy.
In addition, it is integrated with Hashicorp Vault for greater level of security. Canopy can never access clients' Vault accounts and the original files submitted are also automatically deleted after 24 hours.
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