TrustFrame allows Admin users to upload various documents and marketing pieces for marketing compliance review. Users can either drag and drop files or choose a file from their computer's file manager.
Supported Documents
At this time, TrustFrame currently supports the file types of .JPG, . PNG, and .PDF files. There is a maximum file size of 30MB per upload.
Document Scanning
After an Admin user adds a Document, the system will begin analyzing the marketing piece. The system will display a preview of the Document and will begin creating a Document Title based on what is extracted from the file. Generally, the review of a single marketing piece concludes within 30-90 seconds, depending on the number of Rules included in the Rules engine.
Reviewing Results
Once a Document has been analyzed, additional information will appear:
Document Title: the system-generated title of the uploaded Document.
Document Status: most current status of the Document. Common statuses include Approved, Non-Compliant, Review Requested, and Changes Requested.
Content Summary: the system summary of the marketing piece with key call-outs for compliance issues.
Issues: individual issues identified on a marketing piece, including the applicable Rule title, a summary of the issue, and a list of the applicable Rule Categories. Issues are color-coded and labeled based on Rule severity elections.
Document Highlights: layered onto the Document itself, each individual Issue identified relates directly to a particular highlight onscreen. If users select a highlight on the Document, the corresponding Issue text will expand, and vice versa.
Actions Available
After a Document review has concluded, Admin users will have the ability to take the following action options:
Submit Updated Document: after reviewing the outlined Issues and the recommended remediation therein, users can elect to upload an updated document to see if the newest submission's version receives an automated approval for use.
Ask a Question: users can interact with an AI Compliance Agent through the Ask a Question flyout screen. Examples of common questions might include what a specific regulation, like TILA, covers or recommendations on what verbiage to use while editing a document.
Request Manual Review: This feature is typically used by Submitter users, but is available to Admin users as part of the initial testing process. If Submitter users are dissatisfied with the automated system review, they have the opportunity to request a manual review of the Document from the company's TrustFrame administrator. It is advised that Submitter users should first attempt to resubmit a new version of the marketing piece before requesting a manual review.
Mobile Friendly
Users have the ability to upload Documents into TrustFrame on either a desktop computer or a mobile device. Submitter users, also known as non-admin users, will not be required to input a username or password to access the upload portal.
