iDox.ai Redact: Financial Edition | Secure Redaction for Banking & Compliance

Protect Client Data & Ensure Regulatory Compliance Automatically

AI-driven redaction tailored for financial documents, from loan applications to SEC filings.

The High Stakes of Financial Data Redaction

A single leaked data point can mean massive fines for non-compliance with GLBA, SOX, PCI DSS, and CCAR.

Complex Documents

Sensitive data buried in nested tables, spreadsheets, and scanned statements.

Regulatory Scrutiny

Failing to properly redact client data in audits or public filings.

Pattern Recognition

Manually finding and reconciling account numbers across documents is futile.

Audit Preparedness

Inability to quickly prove compliant redaction processes.

Precision Redaction for the Financial World

01Universal Pattern Detection

Find and Redact Any Data Pattern.Define custom patterns for internal account numbers, transaction IDs, or proprietary codes. Redact them all instantly across thousands of files.

02Master Table & Spreadsheet Analysis

Context-Aware Cell Detection.Our AI doesn't just read text; it understands tabular structures. It detects SSNs, account numbers, and balances even when spread across cells and pages.

Excel & CSV Native Support:Accurately redacts within spreadsheet cells without corrupting file formulas or structure.

03Financial Regulation Templates

Pre-Built Compliance Profiles. One-click settings for regulations like GLBA, SOX, MiFID II, and FATCA, ensuring the right data is always protected.

SEC Filing Checks:Pre-flight review to catch unredacted sensitive information before submitting to EDGAR.

04Audit & Examination Ready

Comprehensive Digital Paper Trail.Automatically generate reports that prove your redaction process is consistent, complete, and compliant for regulators.

Key Benefits for Financial Institutions

Transform your data privacy and compliance processes with enterprise-grade automation designed for the unique challenges of financial services.

Mitigate Compliance Risk

Avoid million-dollar fines for data privacy breaches.

Secure Client Trust

Unwaveringly protect the confidentiality of client financial information.

Process at Scale

Instantly redact data across millions of pages of loan portfolios or audit trails.

Operational Efficiency

Automate a tedious, high-risk process and reallocate staff to value-added work.