Veritas™ AdvisorMail User Guide
- Introducing AdvisorMail
- Standard Features
- Email Archive
- Compliance Rules
- Administration
- Reports
- Data Requests
- Preferences
- Instant Message Archiving
Whitelist
The Whitelist Editor lets you define the text that is contained within the emails that are always considered compliant. Please note that this functionality does not apply to email attachments. If AdvisorMail finds an active keyword or phrase from the lexicon within whitelisted text, the keyword or phrase is not flagged. Many customers use this feature to whitelist the disclaimers that appears at the bottom of their outgoing emails. So the disclaimer does not cause an email to be flagged with violations for review. For example, let's assume you used the following disclaimer in your email address:
Note:
Email that is sent through the Internet is not secure. Do not use email to send us confidential information such as credit card numbers, changes of address, PIN numbers, passwords, or other important information. Do not email orders to buy or sell securities, transfer funds, or send time sensitive instructions. We do not accept such orders or instructions. This email is not an official trade confirmation for the transactions that are executed for your account. Your email message is not private in that it is subject to review by the Firm, its officers, agents and employees.
You can add the entire paragraph to your Whitelist Editor so that every outgoing email is not flagged for review. Since "PIN numbers" and "passwords" are likely words you would find in your active Keywords and Phrases lexicon. Although this functionality is generally reserved for the outgoing email, you can whitelist keywords and phrases for any inbound email or instant message.
The following image shows the Whitelist Editor.