01
Identity is not permission
Even after identity is verified, access to the relevant customer account must be checked separately.
Security When Sharing Account Information through WhatsApp
How identity, permission, data minimisation, records and retention should be handled before sharing balances, transactions or PDF statements.
Prepared by İrfan AksoyPublished Updated
Operational Guide
Security When Sharing Account Information through WhatsApp
How identity, permission, data minimisation, records and retention should be handled before sharing balances, transactions or PDF statements.
02
Share only what is needed
If the request is for a balance, sending every transaction is unnecessary and risky.
03
Restrict document links
PDF naming, access duration, unguessable links and retention policy are defined in advance.
04
Do not auto-close disputes
Discrepancies and reconciliation disputes pass to finance with evidence and conversation context.
Product evidence
The conversation on the right is illustrative; it shows the intended flow, not a customer claim or result.
Pre-live validation
Source data, permission limits, repeated requests, failed writes and agent handoff are validated together before launch.
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