Platform /

Data Engine

Trust your communications data

Confidence in complete, defensible communications data at every stage of its lifecycle, with full visibility from capture to export.

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One lifecycle. One data framework. One source of truth.

Shield’s Data Engine powers a single, unified communications data lifecycle — built to operate at enterprise scale. Data integrity, transparency, and customer control are built in at every stage.

Provable data integrity

Every communication captured, validated, and preserved across the full lifecycle.

Native and flexible connectivity

Connect across communication platforms, custom systems, and emerging channels.

Enterprise-scale migration

Migrate legacy archives while preserving structure, completeness, and regulatory integrity.

Full pipeline transparency

See how every record moves from source capture through ingestion, reconciliation, and archive.

Audit-ready completeness

Reconciliation against the original source provides defensible proof of completeness for regulators.

Customer-owned data

Access and export your communications data at any stage — no lock-in, no exit fees.

A complete, governed lifecycle

Every record is captured, structured, validated, preserved, and accessible across a full 5-step complete communications data lifecycle, covered with traceability from original source to archived record.

Capture

Connect live communications sources and migrate legacy archives.

Ingest

Parse, normalize, and enrich communications data at enterprise scale.

Reconcile

Validate completeness and resolve anomalies across ingested and alerted communications, with full traceability.

Export

Access and extract data on demand, without export or exit fees.

Stage 01 — Capture

Capture communications across 100+ data sources

Shield connects to your organization’s systems, capturing chat, voice, email, and collaboration through native connectors and flexible integrations to eliminate silos and ensure complete coverage.

Shield supports enterprise-scale migration, enabling financial institutions to migrate years of historical data  from fragmented legacy archives, consolidating live and historical records into a single governed foundation.

Native connectors: Direct integrations across major enterprise communication platforms.

Flexible APIs: Third-party connectors and API integrations for custom or emerging channels.

Historical data transfer: Migrate historical data while preserving structure, completeness, and regulatory integrity.

Rapid onboarding: New channels deployed quickly and reliably.

Unified coverage: Chat, voice, email, and collaboration in one platform.

Stage 02 — INGEST

Ingest and structure communications at enterprise scale

Financial institutions navigate fragmented data landscapes. Shield’s ingestion pipeline cuts through this complexity, unifying communications into normalized and metadata-enriched records.

Built for global scale, the pipeline ensures consistent data structures that are immediately searchable across all channels, while maintaining full traceability.

Channel normalization: Consistent structure applied across all communication formats and channels.

Metadata enrichment: Participants, timestamps, and contextual attributes automatically applied.

Automated validation: Pipeline-wide checks ensure every record meets completeness and quality thresholds.

High-volume processing: Built to handle the data volumes generated by the largest financial institutions.

Stage 03 — Reconcile

Reconcile data completeness with full transparency

Shield’s reconciliation framework validates every record against the source, providing defensible evidence of completeness.

Compliance teams gain visibility across the data pipeline, enabling rapid identification of gaps or anomalies and prviding confidence that every communication is accounted for.

Record-level traceability: Every record is tracked across its lifecycle — from source capture to final indexing.

Completeness reporting: Real-time dashboards and daily ingestion reports provide status and outcomes visibility.

Error handling and recovery: Automated workflows identify and resolve anomalies with full operational transparency.

Audit-ready metrics: Detailed metrics provide the documentation regulators and internal audit teams require.

Stage 04 — archive

Preserve records in a compliant, immutable archive

Validated communications records are preserved within Shield Archive, ensuring secure, immutable retention across global regulatory jurisdictions.

Encrypted WORM storage keeps records tamper-proof and audit-ready, while policy-driven retention ensures preservation according to jurisdictional requirements.

WORM-compliant storage: Immutable storage aligned with SEC, FINRA, FCA, and MiFID II recordkeeping requirements.

Policy-driven retention: Automated, configurable retention rules and legal hold management, with full audit transparency.

Global data residency: Controls ensure records are stored in the appropriate geographic regions.

Dual preservation: Original communications and enriched indexed copies preserved together.

Learn more about Shield Archive

Stage 05 — export

Access and export your data at any time

No export fees. No exit fees. No extraction barriers.

Shield provides immediate, unrestricted access to communications data, with on-demand exports for records, metadata, and audit trails whenever needed.

Whether for investigations, regulatory requests, or migrations, organizations retain full data control and portability — with self-service access and no extraction costs.

On-demand export: Communications records, metadata, and audit trails available without vendor lag.

API & platform access: Programmatic access for seamless integration with eDiscovery and legal tools.

Full audit history: Every export logged with full chain of custody, providing complete traceability and defensibility.

Flexible formats: Export in optimized formats — at record level, conversation level, or bulk dataset level.

Security, resilience, and operational integrity

Shield’s platform embeds security and resilience at every layer — from storage to access — with controls supporting GDPR-aligned data protection and operational resilience expectations under DORA.

Single-Tenant Isolation

Complete data isolation — your data never shares infrastructure with another organization.

Encryption Everywhere

End-to-end encryption in transit and at rest — protecting data at every stage of its lifecycle.

Zero-Trust Principles

Every access request is verified. No implicit trust. Continuous validation across all layers.

Validated Controls

SOC 2 Type II and ISO 27001 certified — with GDPR-aligned data protection controls and operational resilience aligned with DORA expectations.

Learn more about Shield security

Gain full confidence in your communications data

Build your compliance strategy on data that is complete, transparent, and always accessible—purpose-built for the regulatory demands financial institutions face today and tomorrow.

Start the conversation

Talk to a Shield expert to assess your current communications data architecture and regulatory exposure.

See the platform in action

Get a tailored demo of the Shield Data Engine within the full end-to-end compliance platform.

Evaluate to your needs

Run structured validation of compliance coverage, performance benchmarks, and data integrity.

Deploy with confidence

Go live with a trusted foundation — audit-ready from day one, built to scale with your firm.

Talk to an expert Request a demo

Frequently Asked Questions

What is the Shield Data Engine?

Shield’s Data Engine is the foundation of the Shield platform, managing the full lifecycle of communications data from capture through export. It ensures data remains complete, traceable, and accessible.

How do you ensure completeness?

Automated reconciliation validates records against the original source, providing defensible proof that communications data is complete and audit-ready.

What communication channels and data sources does Shield support?

Shield captures communications across 100+ data sources, including chat, voice, email, and collaboration platforms.

Can we migrate historical data from legacy archives?

Yes. Shield supports seamless migration at scale while preserving structure, completeness, and regulatory integrity.

Can the platform support enterprise-scale volumes?

Yes. It is designed for high-volume environments, including petabyte-scale processing.

Can we export data at any time?

Yes. Data can be exported on demand with no fees or restrictions.

How do you support global data residency?

Policies can be configured by region, channel, and regulatory requirements.

What compliance frameworks and security standards are supported?

Shield’s platform supports SEC, FINRA, CFTC, FCA, MiFID II, with SOC 2 Type II, ISO 27001, GDPR, and DORA alignment.

Trust your communications data

Want to learn more?

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One lifecycle. One data framework. One source of truth.

Provable data integrity

Native and flexible connectivity

Enterprise-scale migration

Full pipeline transparency

Audit-ready completeness

Customer-owned data

A complete, governed lifecycle

Capture

Ingest

Reconcile

Archive

Export

Capture communications across 100+ data sources

Ingest and structure communications at enterprise scale

Reconcile data completeness with full transparency

Preserve records in a compliant, immutable archive

Access and export your data at any time

Single-Tenant Isolation

Encryption Everywhere

Zero-Trust Principles

Validated Controls

Gain full confidence in your communications data

Start the conversation

See the platform in action

Evaluate to your needs

Deploy with confidence

Frequently Asked Questions

What is the Shield Data Engine?

How do you ensure completeness?

What communication channels and data sources does Shield support?

Can we migrate historical data from legacy archives?

Can the platform support enterprise-scale volumes?

Can we export data at any time?

How do you support global data residency?

What compliance frameworks and security standards are supported?

Relevant resources

Beyond Storage: Reimagining Archiving for AI-Driven Compliance

Shield Redefines Archive Modernization for Financial Institutions, Announces Powerful New Archive Enhancements

Shield and PwC UK Forge Strategic Collaboration to Deliver Future-Ready Communications Compliance

Culture, Conduct, and Control: What CP25/18 means for every firm

The Next Frontier in Financial Compliance: Unifying Surveillance, Governance, and AI Report

On-Demand Webinar: Data You Can Defend—Ingestion Controls for Compliance

Controls at ingestion are now equal to core technology capabilities