Privacy Policy

Last updated: 03/05/2026

Bayesite Technologies LLC (“Bayesite,” “we,” “us,” “our”) provides RegTech and FinTech software and related services, including the RRE Assistant product and our website (collectively, the “Services”). This Privacy Policy describes how we collect, use, disclose, and protect information when you use the Services.

1) Scope

This Privacy Policy applies to:

• Visitors to our websites (including bayesite.com), and
• Users of our software products, including organization administrators, members, and individuals using an external intake portal link (“Portal Users”).

If you use the Services on behalf of an organization, your organization may control the information submitted to or processed by the Services.

2) Information We Collect

We may collect the following categories of information:

A) Account and Organization Information

• Name, email address, phone number (if provided)
• Organization name and related workspace details
• Role/permissions within your organization

B) Billing and Payment Information

If you purchase a subscription, we (or our payment processor) may collect billing contact information, billing address, and transaction details. Payment card data is typically processed by our payment processor and not stored by us directly.

C) Product Usage and Case Data

Depending on how your organization uses the Services, this may include:

• Case names/identifiers, workflow status, dates (e.g., closing and due dates)
• Reporting-related fields, notes, and structured form inputs
• Uploaded documents and attachments
• Audit trail events (e.g., actions taken, timestamps, and user identity)

D) Portal Submissions

If you submit information via a portal link, we may collect:

• Information you enter in portal forms
• Documents you upload
• Metadata associated with the submission (e.g., timestamp)

E) Device and Log Data

We may automatically collect:

• IP address, device type, browser type, operating system
• Approximate location derived from IP (not precise geolocation)
• Usage logs (pages viewed, actions taken, error logs)

F) Cookies and Similar Technologies

We may use cookies or similar technologies for:

• Essential site functionality (e.g., session management)
• Security
• Analytics (if enabled)

You can control cookies through your browser settings. Some site features may not function properly without essential cookies.

3) How We Use Information

We use information to:

• Provide, operate, and maintain the Services
• Authenticate users and enforce access controls
• Process subscriptions and manage billing
• Enable collaboration (team workflows, portals, templates)
• Generate exports and audit artifacts requested by users
• Communicate with you (service updates, support responses, administrative notices)
• Monitor, prevent, and investigate fraud, abuse, or security incidents
• Improve the Services (bug fixes, performance, feature development)
• Comply with legal obligations and enforce our terms

4) How We Share Information

We may share information:

• With service providers that help us run the Services (hosting, storage, analytics, email delivery, customer support tools). These providers are authorized to process information only as needed to provide services to us.
• With your organization: If you are a Portal User, your submissions may be visible to the organization that generated the portal link.
• For legal reasons: If required to comply with law, court order, or valid legal process, or to protect rights, safety, and security.
• Business transfers: In connection with a merger, acquisition, financing, reorganization, or sale of assets (with appropriate safeguards).

We do not sell your personal information.

5) Data Retention

We retain information for as long as necessary to:

• Provide the Services to your organization
• Meet legal and operational requirements
• Resolve disputes, enforce agreements, and maintain security

Your organization may control retention periods for certain content within the Services. If you are a Portal User, retention may be governed by the organization using the portal.

6) Security

We take reasonable administrative, technical, and physical measures designed to protect information. However, no system is completely secure, and we cannot guarantee absolute security.

7) Your Choices and Rights

Depending on your location, you may have rights to:

• Access, correct, or delete certain personal information
• Object to or restrict certain processing
• Receive a copy of your personal information

If you are an end user under an organization account, please contact your organization administrator first. You can also contact us at the email below.

8) International Transfers

If you access the Services from outside the United States, information may be processed and stored in the United States or other jurisdictions where our providers operate.

9) Children’s Privacy

The Services are not intended for children under 13 (or the age defined by applicable law), and we do not knowingly collect personal information from children.

10) Changes to This Policy

We may update this Privacy Policy from time to time. The “Last Updated” date reflects the latest revision. Material changes may be communicated through the Services or via email.

11) Contact Us

Questions or requests related to privacy can be sent to:

• Email: legal@bayesite.com