Implementing Microsoft Purview for automated data classification, retention labeling, and audit-ready record control—transforming compliance posture for a financial services firm.
A mid‑sized financial services firm recognized increasing compliance and governance pressures across multiple jurisdictions. Content proliferation across Exchange, SharePoint, OneDrive, and Teams created fragmented governance and audit risks. CXNext was engaged to architect a comprehensive information governance solution using Microsoft Purview within Microsoft 365. The objective was to enforce defensible data lifecycle management, implement automated classification and retention policies, and ensure audit readiness—all within a unified platform without disrupting user workflows
CXNext implemented Microsoft Purview’s in-place governance model to manage compliance directly within Microsoft 365. Automated sensitivity labeling and retention labels were configured to classify PII and financial records. Data Lifecycle Management enforced retention and defensible deletion without duplicate repositories. Microsoft Purview Audit capabilities captured audit logs and search across services including Exchange, SharePoint, and Teams, with retention periods extended via Audit Premium for up to 10 years. Policies were set up using Compliance Manager with built-in templates for GDPR, ISO 27001, HIPAA, and PCI‑DSS. Insider risk and data loss prevention features monitored and prevented unauthorized content sharing. CXNext facilitated phased deployment and change management to integrate policies seamlessly into daily usage.
CXNext’s expertise in Microsoft Purview and Microsoft 365 governed solution delivery—from planning through execution.
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