Manager demo environment · Mock data only · No confidential information
Risk, Compliance & Governance
Policy adherence, audit readiness, and emerging risk signals
Compliance Trends
✦ AI Insights
Industry standards
Privacy & security
Company policies
Critical controls
Higher is better
3 Mo rolling average with latest values at right
Policy Violation Heatmap
✦ AI InsightsPublic Templates
ID verification
HIPAA
Privacy disclosure
Internal Templates
Offer terms upsell
Highest risk queues highlighted
Regulatory Readiness
✦ AI Insights91
Strong
Readiness index
High risk audits
97%
Explainability coverage
86%
Root Cause Explorer
✦ AI Insights
Script incomplete
28%
Adherence gap
21%
Upsell uncertainty
18%
Audit quality
0.72 per check
Compliance Risk Snapshot
✦ AI InsightsLow
Risk severity
-1.4% MoM policy risk in Billing
Primary drivers: ID verification and PHI handling
Severity Trend
✦ AI Insights
Severity rising
Governance & Data Assurance
✦ AI InsightsData residency
US hosted service, SOC 2 certified
Data source summary
CRM connected
KB connected
Policy controls: HIPAA, PCI