Compliance annotation
MNPI and surveillance findings stay on your infrastructure. Each flag cites transcript excerpts for compliance review.
Security & architecture briefPrivate Equity
Expert call MNPI screening
Review expert-call transcripts for MNPI and regulatory flags, then produce a report for each call.
The challenge
Expert networks create MNPI risk on every call. Manual review does not scale across the calendar, and late flags put the firm and individuals at risk.
How Lunnoa runs it
- 1
Collect transcript
Ingest the expert-call recording or transcript as soon as it lands.
- 2
Screen for MNPI
Flag material non-public information and restricted topics against your surveillance playbook.
- 3
Escalate exceptions
Route high-risk calls to compliance with cited excerpts and a recommended action.
- 4
File the report
Write a structured report per call and retain it for surveillance and audit.
Systems touched
- transcript store
- expert network portal
- compliance workspace
- SharePoint
In the product
Step-by-step agent behaviour
Ingest the expert-call recording or transcript as soon as it lands.
Outcomes
- Every expert call screened without adding headcount
- Faster escalation when MNPI risk appears
- Consistent application of the surveillance playbook
- Audit-ready report per call with citations
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Built for teams that already take infrastructure seriously.
- CTOs and platform teams evaluating fit with your reference architecture
- Security and compliance reviewing data residency and access control
- Operations teams that need attributable runs, not black-box automation
- Builders who want unlimited usage under a flat licence