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Communications & Collaboration

Compliance Recording

Policy-based capture and encrypted retention of voice calls, video meetings and digital interactions — purpose-built for regulatory compliance (SEBI, IRDAI, TRAI, BFSI norms). Searchable retrieval with legal-hold controls, access logging and tamper-evident storage. When a regulator or dispute calls, the record is findable, not fabricated.

Overview

Some conversations must be retained — regulators require it, auditors will ask for it at the next review, and a customer dispute months later may depend on the recording. Compliance Recording is policy-based capture and encrypted retention of voice calls, video meetings and digital interactions, purpose-built for Indian regulatory frameworks including SEBI, IRDAI, TRAI and BFSI-specific norms. Recordings are retained for the mandated period, secured with legal-hold controls and retrievable through indexed search within minutes. We make the record something you can produce on demand, not something you hope was captured months ago.

Clevertek scopes every engagement to your environment — capacity, sites, compliance and support model — so you get a tailored plan rather than a fixed SKU. Pricing is quote-only, and our solutions architects will work through your requirements before any proposal.

What we do

Our approach

We deploy a compliance recording platform that captures interactions by policy, encrypts them at rest with chain-of-custody logging and retains them for the regulatory window. Our service covers platform deployment, policy configuration per regulation type, integration with your PBX or CCaaS, legal hold setup and retrieval training. We also run periodic retrieval drills so your team knows how to produce recordings when the auditor calls.

Why Clevertek

Why work with us

India regulatory expertise

We have deployed compliance recording for SEBI-registered intermediaries, IRDAI-regulated insurers, TRAI-compliant telcos and BFSI institutions. Our configurations match the specific mandate, not a generic retention template.

Tamper-evident by design

Recordings are encrypted at rest with access logging, role-based retrieval controls and tamper-evident storage. The chain of custody is preserved end to end and is auditable on demand.

Purpose-built, not bolted on

Our recording platform is designed for compliance from the ground up — not a general-purpose recording feature added to a UCaaS or CCaaS product. Policy-driven capture, consent handling and legal hold are native capabilities.

Benefits

Key benefits

What this solution delivers for your business.

Audit-ready in minutes

Indexed metadata — agent, customer, date, duration, channel — with full-text search. A regulatory request that once took days of email hunting now returns the recording and its retention metadata within minutes.

Storage cost control

Record by rule rather than blanket. Only interactions matching your defined policy are captured and retained. Storage costs align to the compliance scope, not to every conversation in the organisation.

Legal hold without manual tracking

When a dispute or investigation arises, legal hold freezes the relevant recordings and alerts the team. Automatic purge resumes after the hold is released and the interaction window expires.

Capabilities

What's included

Part of this managed service.

Policy-driven capture

Record by rule — specific agents, queues, channels, time windows or interaction types — rather than capturing every conversation indiscriminately. Policy scope keeps storage costs aligned to compliance requirements.

  • Rule-based capture triggers per regulation
  • Agent, queue, channel and time scoping
  • Consent-aware recording start and stop
  • Selective retention window per interaction type

Regulatory retention management

Configurable retention windows that match the specific mandate — SEBI, IRDAI, TRAI or sector-specific norms. Legal hold overrides prevent destruction during active disputes or regulatory investigations.

  • Configurable retention per regulation type
  • Legal hold with freeze, alert and release
  • Auto-purge after mandate expiry
  • Auditable disposal trail for every recording

Encryption and chain of custody

AES-256 encryption at rest, role-based retrieval controls, tamper-evident storage and full access logging. Every access to a recording is logged and preserved as part of the evidentiary chain.

  • AES-256 encryption at rest for all recordings
  • Role-based retrieval permissions
  • Tamper-evident storage with integrity checks
  • Full chain of custody records per recording

Indexed search and retrieval

Metadata indexed for every recording — agent ID, customer identifier, date and time, duration, channel type and retention status. Full-text search across all fields with filters for date range, interaction type and retention status.

  • Metadata indexing for all recordings
  • Full-text search across metadata fields
  • Filter by agent, date, channel and retention status
  • Export with retention metadata for audit submission

Where it helps

Real-world scenarios where this solution delivers measurable outcomes.

A regulatory audit with no recordings to produce

Implement policy-based recording so every relevant interaction is captured, retained to the mandated window and retrievable in minutes. The next audit finds evidence, not excuses.

A customer dispute with no record of the call

Capture the interaction at the time so a later claim meets a recorded fact rather than fallible memory. Legal hold preserves it until the dispute is resolved.

Questions buyers actually ask

Do we record every single conversation?

Only interactions matching your defined compliance policy. Most regulations require specific interaction types — trades, claims, complaints — not a blanket recording of every conversation. We record to the rule with consent handling where required.

How long do you retain recordings?

For the retention window the regulation or your policy specifies. After that, recordings are disposed of securely. We configure the window per interaction type rather than defaulting to keep everything forever.

How do we prove recordings have not been tampered with?

Every access is logged, storage is tamper-evident with integrity checks, and the retrieval audit trail preserves the full chain of custody. The record is both secure and provably authentic when produced for an auditor or tribunal.

Ready to scope a solution?

Talk to a Clevertek solutions architect about your requirements — no obligation.

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