Investment Advisory Company
They needed a rapid assessment of PII data located on endpoints throughout their organization for a compliance report requested by Executive team. They also needed to effectively manage the risk associated with PII data across the enterprise related to critical financial information such as tax and investment forms.
Lack of visibility into what PII information existed in unstructured data on employee computers
Inability to remotely delete or quarantine files from machines containing PII information
Unable to comply with data retention policies and lacked the tools required to remediate non-compliant files
Small IT department making it challenging to search, analyze, and communicate effectively regarding PII risk
What They Needed
A rapid data assessment of their data risk across the enterprise
Automatic PII detection including credit cards and social security numbers on an ongoing basis
Ability to remediate files containing risk across all endpoints using a single interface
Ability to silently install endpoint service as needed
No impact on user’s computers to ensure zero employee distraction related to automated PII scans
The cloud-based Heureka Intelligence Platform was installed and operational on both Mac and Windows computers within only 30 minutes. Within the first 24 hours, all computers had completed their initial index and Heureka’s risk dashboard illuminated the endpoints with the highest amount of risk.
Heureka created a data assessment report for this client and identified just over $1M USD in potential risk cost. Financial files containing PII were automatically identified while other specific financial data was discovered using keywords and queries. Risk can be lurking anywhere and Heureka identified $173,264 of potential risk related to PII data that resided in their user’s trash and recycle bins across the organization. In fact, twenty-five percent of the computers with Heureka installed had risky file data residing within the trash or recycle bins!
Once the client became aware of this situation, three immediate steps were taken.
Heureka was used to delete the files in question on each endpoint with a single command
An internal policy was written and implemented that set all trash containers to automatically delete the contents every 2 weeks
A scheduled search was put into place specifically targeting PII detection
Minutes Required To Implement Heureka Intelligence Platform
Risk Identified From Unstructured Data
Total PII Risk Identified in "Trash" and "Recycle" Bins
This firm’s financial information and client confidentiality is critically important to this client. Heureka Software’s ability to rapidly assess risk across the enterprise, running on multiple operating systems, was a critical decision-making factor for Heureka’s success. A single interface providing the tools to remediate file risk along with continuous risk monitoring was the deciding factor for this client to select Heureka.