Key Takeaways Text messages, calls, and mobile chats are legally recognized business records in most regulated industries. Regulations, including FINRA, SEC, HIPAA, GDPR, and FOIA, require organizations to retain and produce mobile communications. Failure to archive has led to billions in fines, particularly in financial services for off-channel messaging violations. Enterprise archiving solutions capture messages […]
Data Governance Strategy: Guide for Compliance-Driven Organizations
Key Takeaways Data governance is the system of policies, roles and processes that determines how your organization manages, protects and uses data throughout its lifecycle. A data governance strategy is a compliance requirement for regulated organizations that need to pass audits, respond to records requests and reduce legal exposure under HIPAA, FOIA, FERPA, SEC 17a-4, […]
10 Microsoft Outlook Alternatives
Microsoft reports that more than 430 million people use Microsoft 365 apps. That makes Outlook one of the most widely used email clients in the world. Teams pick it for enterprise-grade security, deep Office integrations, and a broad feature set, but the case for evaluating Outlook alternatives is stronger than it’s been in years. That […]
How to Deal with Social Media Defamation: Examples and Steps to Take
Key Takeaways Social media defamation occurs when someone publishes a false statement of fact online that harms another person’s or organization’s reputation. To be actionable, the statement must be false, published to a third party, and cause demonstrable harm. Preserve evidence immediately, including screenshots, URLs, timestamps, and metadata, before the content is edited or deleted. […]
Effective Email Retention Policy Best Practices for Staying Compliant
Key Takeaways An email retention policy defines how long an organization should keep emails before they can be deleted. In most industries, retention periods range from 1 to 7 years. Some emails must be kept longer or permanently, depending on the regulation and record type. The most common U.S. laws that require email retention are […]
Compliance Lessons from Major FINRA and SEC Texting Fines
Key Takeaways Recordkeeping has shifted from a back-office task to one of the most consequential compliance risks financial firms face today. The most common violations stem from unarchived messages on encrypted messaging apps like WhatsApp, iMessage, and Signal, compounded by personal devices and remote work arrangements that put communications outside compliance controls. The enforcement net […]
10 Common FERPA Violation Examples and How to Avoid Them
Key Takeaways FERPA violations are most often unintentional and caused by process gaps. Digital platforms, AI tools, and third-party vendors are the fastest-growing sources of FERPA risk. The Department of Education has never revoked federal funding for a FERPA violation, but corrective actions, state-level lawsuits, and reputational damage are real consequences. Prevention depends on retention […]
New on Jatheon Cloud: Claude AI Archiving and Notes in Files
Jatheon Cloud’s latest release expands archiving coverage for AI communications. The main addition is the new Claude AI connector, which allows organizations to capture, search, and manage Claude conversations. This release also introduces note support for file archiving, giving compliance teams a simpler way to document context during review. What’s new in more detail: Claude […]
SMS Archiving for School Districts: Why Your District Probably Isn’t Capturing What You Think
Key Takeaways For schools, text messages are public records. Regardless of protocol, staff messages on district devices are subject to retention requirements, FOIA requests, and ediscovery. Archiving gaps are compliance gaps. Carrier archiving only captures SMS. iMessage and RCS, which are now default on most smartphones, bypass the carrier gateway entirely and are invisible to […]
New on Jatheon Cloud: AI FOIA Request Automation, Expanded Case Tagging, and Liya Global Chat
Jatheon Cloud’s latest release introduces new features designed to help compliance teams work faster across growing data volumes. The main addition is AI-powered FOIA Request Automation, a new capability that helps teams reduce manual work when processing open records requests. This release also expands case tagging across more data types and introduces Liya Global Chat […]
