A financial practice accumulates client material without ever deciding to. Returns land on a desktop, statements sit in a downloads folder, a spreadsheet of account numbers gets mailed once and lives forever. These two entries locate that material, put a figure against it, and then act on what the figure says.
Ask a practice where its client material sits and the answer describes the practice management system. Run a scan and the real answer appears, involving a downloads folder, three desktops, an elderly shared drive, and a laptop somebody uses at weekends.
Actifile examines workstations and shares for the patterns this sector accumulates: tax identifiers, account and routing numbers, card data, and identity documents. Then it prices exposure per device. That price puts remediation into an order, because a practice with finite attention ought to spend it on the worst three machines rather than spreading it evenly.
Discovery alone leaves a practice better informed and no safer. The second entry acts on it: encryption over the files that count rather than across whole disks, and the routes material departs by brought under a rule somebody has actually written down.
Removable media, uploads, and mail attachments are the routes that matter day to day. Attempts outside the rule get recorded instead of quietly permitted, and the recording is what makes a policy into something anybody can point at afterwards.
Billing hands over every figure below at page load. Present while you read; a quantity stands until you alter it.
A position nobody has found cannot be valued. Discovery examines workstations and shares for the material a practice accumulates without intending to, and prices each device.
| Settles on | Actifile agent, one per examined device |
|---|---|
| Nets | One device, along with whatever it is holding |
| Value date | The opening read reports within days of enrollment |
| Cleared by | Findings are walked through with your named person by Fortify 24x7 |
| Reconciled by | A dated exposure figure per device, tracked as it moves |
Discovery on its own is a finding. This entry acts on the finding: sensitive files encrypted in place, and the routes material departs by brought under a written rule.
| Settles on | Actifile agent with enforcement turned on |
|---|---|
| Nets | One device, encryption and route policy together |
| Value date | Takes hold once discovery has run through once |
| Cleared by | Enforcement policy is held by Fortify 24x7 engineers |
| Reconciled by | A record of encrypted files and refused transfers |
Two entries about the material itself. Their edges:
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