Compliance & Audit
Built into the software, not bolted on — medical and financial privacy with a complete who-touched-what ledger.
every record logged
Role-based permissions
Each role sees exactly what it needs — nothing more
Investor
Anonymized investment information only
Fund manager
Financial and policy information
Servicer
Servicing data only
Medical / LE provider
Necessary underwriting data only
Compliance
Full audit access
Insured identity fields are encrypted at rest and never rendered to investor roles — state life-settlement and privacy frameworks demand it.
Audit ledger
Who opened it, who changed it, when, and what changed — original and new value
J. Whitmore (Servicer)Today 8:42a
Viewed · LS-10645 · servicing file
SystemToday 8:31a
Alert issued · LS-10645 · grace-period escalation
R. Okada (Fund manager)Today 8:12a
Changed · LS-10914 · valuation mark
$996,000 → $1,010,000 (methodology v6.2, assumptions archived)
ComplianceYesterday 4:55p
Exported · Q3 audit ledger — 1,204 entries
M. Aldana (Underwriting)Yesterday 2:20p
Uploaded · LS-11041 · LE report (provider 2)
R. Okada (Fund manager)Yesterday 11:03a
Changed · LS-10482 · LE months
42 → 46 (new LE report, drift logged)