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Vision Prism Privacy Policy

1. Data Ownership and Client Responsibilities

Our fundamental principle is: your data belongs to you. Storing your data or your clients' data in this software does not transfer ownership of that data. When you provide statements or data on behalf of others (such as end clients) for parsing, you warrant that you have obtained the appropriate rights and lawful consent to perform this operation.

2. Retention of Original Documents and Personal Data Masking

When you upload client holdings or statements, the system does not retain your original files after parsing is complete, nor does it store them on the server.

3. Information Security and Payment Protection

We use encryption and appropriate security measures to protect your data. For subscription payments, we use secure third-party payment processors. We do not collect or retain your full credit card numbers; payment data is governed entirely by that processor's privacy policy.

4. Account and Data Deletion

Your data belongs to you. You may request deletion of your user account at any time through system settings or by contacting us. When you request deletion, the system will ensure your account data is removed from the database and fully deactivated (for system integrity, copies in backup systems may take some time to be fully overwritten and cleared).