Voice notes for KYC update documentation

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Where is voice data processed?

On infrastructure Hivi-X operates. Client data is not sent to third-party AI providers.

Does AI automatically match uploads to checklist items?

No in v1. AI summarizes voice notes only — not uploaded documents.

Can I tie summaries to specific checklist lines?

Yes. Summaries are generated against checklist lines you define on the household file.

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