How to Prevent Data Breach in a Joint-Venture Life Insurance Company

About

One of the leading joint-venture life insurance companies, backed by a global insurance and asset management group and a major state-owned conglomerate, has long been recognized for its strong brand reputation and customer trust. With operations spanning multiple provinces, the company serves millions of policyholders through digital platforms that streamline policy management, claims, and customer service.

As part of its digital transformation strategy, the insurer has invested heavily in expanding online operations and automating business workflows. However, with this modernization came growing data protection challenges, especially in securing sensitive customer and transaction information handled across mixed environments of Windows and macOS endpoints.

Data Security Breaches Challenges in the Insurance Company

For financial and insurance institutions, safeguarding customer information is not just a compliance requirement—it is the foundation of long-term trust. The company’s IT and compliance teams identified several critical pain points:

Clipboard data leakage: Employees frequently transfer data between applications to process policy requests and service inquiries. Without proper restrictions, personal or account information could be copied and pasted into unauthorized programs, posing a high insider risk.

Local file storage risks: Sensitive transaction records downloaded or temporarily stored on local drives lacked full visibility, making compliance auditing and data source tracing difficult under legacy protection tools.

External data sharing exposure: Employees often share documents via email, instant messaging, or cloud uploads. Without intelligent controls, confidential information—such as market analyses or client financial details—could be inadvertently disclosed.

Legacy system limitations: The organization’s traditional DLP system could not deliver the real-time visibility and policy flexibility required to support hybrid operations and modern compliance frameworks.

These factors prompted the insurer to seek a next-generation data security platform capable of context-aware monitoring, cross-platform protection, and seamless integration with its existing security ecosystem.

How CyberServal DDR Protect Insurance Company Data

To address these challenges, the company adopted CyberServal Data Detection and Response (DDR) — a unified solution that extends data loss prevention to a proactive, intelligent, and auditable model.

In CyberServal data security company, DDR, the next-gen DLP solution, delivered three core capabilities that transformed the company’s endpoint data protection strategy:

Clipboard Control: The system monitors and manages copy-and-paste behavior across applications, preventing sensitive data—such as customer identifiers or account numbers—from leaving authorized systems. This simple yet effective safeguard reduces accidental and malicious data misuse.

Disk Write and File Lineage Control: CyberServal DDR, the next-gen DLP solution tracks all file download and save activities involving transaction data. Each operation is recorded with source information, enabling full data lineage tracing for audits, investigations, and compliance verification.

Outbound DLP Enforcement: By monitoring multiple outbound channels—including email, web uploads, and messaging platforms—the system automatically detects and blocks attempts to send personal or internal information outside the organization in real time.

The deployment replaced the company’s legacy protection tool, integrating smoothly into its existing security infrastructure. With CyberServal DDR, the next-gen DLP solution, the insurer achieved centralized visibility, automated policy enforcement, and improved regulatory readiness, ensuring that every endpoint action could be monitored, traced, and controlled.

This case demonstrates how leading financial institutions can strengthen data resilience by transitioning from traditional DLP to next-generation Data Detection and Response (DDR) solutions.

CyberServal empowers organizations to see, understand, and protect their data—in motion, in use, and at rest—across all devices and communication channels. Through intelligent classification, behavior-based detection, and precise control, enterprises can proactively mitigate insider risks and maintain full compliance.

To explore how CyberServal DDR, the next-gen DLP solution can modernize your organization’s data protection strategy,

👉 [Download Our White Paper] or

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