[MC Expert Cloud] Release of 'Sensitive Information Masking Function' for AI Transcription, Ensuring Audit Quality via Administrator Approval

Wizleap, Inc. (Shibuya-ku, Tokyo; Shohei Tanigawa, CEO), operator of the financial consultation platform 'Money Career' (https://money-career.com/), has announced the launch of the 'Sensitive Information Masking Function for Interview Reports' in its 'MC Expert Cloud' business quality management system for insurance agencies. This function allows for the removal of sensitive information from AI-transcribed records subject to administrator approval.

This mechanism is designed to remove sensitive information, such as medical histories or health conditions, that may inadvertently appear during AI-transcribed voice-to-text recording in insurance solicitation settings where audio or video recording is often restricted. By limiting deletion authority to administrators, the system establishes a framework where management can detect guidance or statements posing compliance risks, thereby balancing audit quality with compliance control for authorized agencies.

Background of Development It is often difficult in practice for insurance companies to record or video-tape face-to-face interviews, leaving a long-standing challenge of how to accurately record and store conversation content with customers. 'MC Expert Cloud' has provided a mechanism for ensuring accurate interview records through AI-based transcription from voice input.

However, because AI transcription can include sensitive information mentioned naturally during consultations, there is a growing movement across the insurance industry to rethink operational policies regarding keeping such information in historical records. Wizleap has taken the initiative to reorganize its operational design.

While an operational design of 'allowing the solicitor themselves to delete the info' was considered, this carries the risk that solicitors might also delete their own non-compliant guidance or statements. From the perspective of ensuring strict legal compliance and audit quality, the company has adopted an operational design where deletion authority is limited to administrators, with solicitors limited to submitting requests.

Overview of New Functions On 'MC Expert Cloud,' the company provides a workflow for handling sensitive information within AI transcriptions and AI summaries, executing masking and deletion through the following process:

1. Solicitors select the range to be masked from the transcription and submit a masking request. 2. Once an administrator confirms, approves, and executes the request, the corresponding parts are replaced (redacted) and deleted from the database. 3. As needed, administrators can bulk-delete AI-generated summaries (PDF slides/future advice).

Main Features 1. Masking Request (Solicitor to Administrator Approval): Solicitors select ranges within the transcription. Multiple ranges can be combined into one request, and the parts are redacted upon administrator approval. 2. Summary Deletion (Administrator): Administrators can bulk-delete AI-generated summaries (PDF slides/future advice).

Authority Design Solicitors can only request masking; they cannot perform approvals, executions, or summary deletions. Administrators perform all operations. This structure prevents solicitors from directly modifying audit trails, thereby structurally preventing the self-concealment of statements posing compliance risks.

Expected Effects - Reduction of risks associated with keeping sensitive information in historical records. - Structural prevention of self-concealment of non-compliant guidance or statements by solicitors.

Future Developments The company will continue to reflect its expertise as an authorized agency that has met business quality evaluation standards in its system, supporting the balance of business quality and compliance control at insurance agency locations.