A consultant supports a financial services firm whose compliance team requires reps to state a specific risk disclosure sentence within the first two minutes of every recorded sales call. The compliance team wants Conversation Intelligence to flag any call where that disclosure was not spoken inside that window, so a supervisor can review it. Which configuration meets this requirement?
Select an answer to reveal the explanation.
Short Explanation
You need a tracker that checks both the exact disclosure phrase and the timing window near the call start. A full-transcript keyword search would let a late disclosure pass, while competitor mentions or sentiment scores don't prove the required compliance language was spoken.
Full Explanation
The correct configuration is a custom tracker that requires the exact disclosure phrase to appear within a defined time window near the call start. The compliance requirement is time-bound: the phrase must appear early, not merely appear somewhere, so the tracker has to be configured to check for the disclosure within a defined window near the start of the call rather than across the whole transcript. The keyword tracker configured to search the full call transcript for the disclosure phrase is incorrect because a full-transcript keyword search would mark the disclosure as present even if the rep said it in minute eight, missing exactly the late or absent disclosures the compliance team needs surfaced. The brand mention tracker set to alert on any mention of a competitor during the call is incorrect because a brand mention tracker is designed to detect competitor references, which has nothing to do with confirming whether a regulatory disclosure was spoken. The sentiment tracker that flags calls where the customer's sentiment score drops in the first two minutes is incorrect because a sentiment tracker measures the emotional tone of the conversation, not whether specific required words were used, so a call could have stable sentiment and still be missing the disclosure entirely, or have dropping sentiment for unrelated reasons. Only a tracker that checks for exact phrase presence inside the required time window satisfies the compliance timing requirement.