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 without consent and the original files submitted to the Vault are also automatically deleted after 24 hours.
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- Visit https://pii.canopy.cloud to access the vault
- On the login page, for first-time users, click on 'Register'
- You can use any email address to register an account
- Set a secure passwordOnce password. Once registered, login to access Word Cloud
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a) Email your statements to the email address provided to you by Canopy, i.e. cnpxxxxxx@canopycnpxxxxxx@canopyupload.cloudcom.
Note:
i. The subject of each email cannot be left empty.
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