Content Risk Review Add-in for Microsoft Word: Data and Security Information

This article explains how the Content Risk Review Add-in for Microsoft Word handles document data and ensures security throughout the review process.

Data Flow and Processing

When using the Content Risk Review Add-in, your data follows this secure path:

1. Authentication:
   • You log in to your IntelligenceBank account via secure browser-based authentication
   • Credentials are never stored in the Add-in itself
2. Content Review:
   • When you click the 'Review Document' button, the Add-in:
     • Collects the text from your current Word document
     • Captures the document structure and formatting information
     • Securely sends this data to IntelligenceBank's Marketing Compliance service
   • The native document (.docx) is also sent to the Marketing Compliance service
   • All data is transmitted using encrypted connections (HTTPS)
3. Results Return:
   • Compliance check results are securely returned to the Add-in
   • Results are displayed in the Add-in panel
   • No content is stored on external servers after processing is complete
4. IntelligenceBank Submission (when using "Send to IntelligenceBank"):
   • Your document is uploaded to your IntelligenceBank platform
   • The document becomes subject to your organization's IntelligenceBank security policies
   • Access is restricted based on your organization's permission settings

Security Measures

The Marketing Compliance Word Add-in implements robust security measures:

• Encrypted Data Transit: All communication between the Add-in and IntelligenceBank uses TLS 1.2+ encryption
• Secure Authentication: Uses your organization's IntelligenceBank authentication mechanisms, including support for SSO where configured
• No Local Storage: Sensitive data is not persistently stored in the Add-in
• Temporary Processing: Document content is only retained in IntelligenceBank systems for the duration needed to complete compliance checking
• Platform Security: Leverages the same enterprise-grade security infrastructure as the IntelligenceBank platform

Compliance and Privacy

The Add-in adheres to:

• Industry standard security practices
• Your organization's data handling policies within IntelligenceBank
• Microsoft Add-in security requirements

To learn more or for any assistance, contact us here.

Related Articles

• How to use the Marketing Compliance Microsoft Word Add-in
• Making the Marketing Compliance Microsoft Word Add-In available to your users