Support Case #8811 - Blackridge Investments Custom Compliance Template
Customer requests custom compliance templates in Aegis Comply; vendor offers early access
Warren Beck of Blackridge Investments requested a custom compliance template in Aegis Comply to map internal control requirements. He praised Comply v2's on-demand SOC 2 and PCI DSS reports, but need a Blackridge-specific report for board and regulators. Priya Patel confirmed the feature is not in the current GA release but is on the near-term roadmap. She committed to logging a feature request, sending an early access intake form, and flagging the account for a product team conversation. Warren also committed to testing annotation workarounds and exploring the API as interim measures.
How the call went
The customer expressed enthusiasm and praise for the product and the call, with no significant negative sentiment.
Opening
+1Close
+17 scored turns of 36. Hover a point for the model's reason, or read the transcript.
How the conversation ran?Talk share is measured from speech time in the captured portion of the transcript.
- Questions we asked
- 3
- Questions they asked
- 8
- Turns
- 36
- Longest silence
- 2s
Who was on the call
AegisCloud
Customer
- Warren Beck?Matched on an initial rather than a full name, so attribution is weaker.
What happened9
The moments the model picked out, grouped by kind. Each opens onto the turns behind it.
Issue raised1?A problem was brought up on the call.
Warren explains that as a financial services firm, Blackridge needs a custom compliance template to track internal control requirements from its board and regulators.
Commitment4?Someone committed to doing something.
Priya commits to formally logging the feature request and tagging it to Blackridge's account so it carries weight in prioritization.
Priya commits to sending an intake form and flagging Blackridge to the product liaison for a product team conversation.
Warren commits to testing the annotation workaround in the SOC 2 report that afternoon.
Warren commits to involving his internal data team to explore the Comply v2 API for control data export.
Decision1?A decision was reached.
Priya introduces the customer advisory track/early access program, and Warren opts in enthusiastically.
Recap1?A summary of what was agreed.
Warren recaps the agreed next steps: feature request logged, intake form sent, and he will look at annotations and the API.
Praise2?The customer said something positive.
Warren praises Comply v2's on-demand reporting, calling SOC 2 and PCI DSS reports phenomenal and his audit team over the moon.
Warren says it was one of the most productive support calls he's had and that he expected to be told no.
What was promised5
| Commitment | Owner | Due | Action type | ||
|---|---|---|---|---|---|
| Log a feature request with the product team for custom compliance templates and tag it to Blackridge's account. | Priya PatelAegisCloud | No date given | project tracking?Create, break down, or update tickets, epics, sprint boards, milestone plans, or roadmaps, including managing project trackers and task lists. | ||
| Send follow-up email with early access intake form and API documentation links. | Priya PatelAegisCloud | 25 Apr 2026said “within the hour” | send artefact?Deliver or transmit a prepared document, report, email, or update to a recipient by sharing, emailing, circulating, or handing it over. | ||
| Flag Blackridge account to the product liaison to schedule early access program conversation. | Priya PatelAegisCloud | No date given | notify or loop in?Inform, flag, copy, connect, or give a heads-up to a person or team for awareness, including internal alerts and handoffs that are not formal escalations. | ||
| Test the annotation feature on the SOC 2 report as a stopgap for internal control documentation. | Warren BeckCustomer | 25 Apr 2026said “this afternoon” | internal review or investigation?Conduct QA, audit, verification, investigation, post-mortem, root-cause analysis, or assessment, including testing and analyzing to understand or validate something. | ||
| Rope the internal data team into exploring the Comply v2 API for pulling structured control data. | Warren BeckCustomer | No date given | notify or loop in?Inform, flag, copy, connect, or give a heads-up to a person or team for awareness, including internal alerts and handoffs that are not formal escalations. |
Themes and issues4
What the call was about, and the specific issue recorded under each theme.
| Theme | As the model phrased it?The wording the model used before mapping it to the shared taxonomy. | Issue | |
|---|---|---|---|
| Product Feedback?Calls about feedback on product features, including feature requests and suggestions. | feature request | custom compliance template | |
| Compliance?Calls about regulatory, audit, and security compliance obligations, reporting, and readiness. | compliance | internal controls reporting | |
| Product Roadmap?Calls about the product roadmap, planning, launch, release, and delivery of new capabilities. | early access | customer advisory program | |
| Support?Calls about customer support interactions, escalations, workarounds, and support experience. | workaround | control annotations and api |
Products mentioned
1 mentions
In usesaid “Comply v2”
Numbers stated on this call2
Values are shown exactly as they were spoken.
| Claim | As spoken | Metric | Stated by | |
|---|---|---|---|---|
| Number of frameworks supported in Comply v2 | “four” | count | Priya Patel | |
| Time required to complete the early access intake form | “ten minutes” | effort | Priya Patel |
Coaching4
How the AegisCloud side handled the call.
Strengths (3)
Priya restated Warren's requirement in her own words, confirming she understood before responding.
She transparently communicated the feature's roadmap status and immediately offered an alternative path through the early access program.
She closed with a clear recap of action items and set a concrete deadline for her follow-up email.
Improvement notes (1)
Priya did not ask detailed follow-up questions about Blackridge's internal control requirements, leaving that detail for the intake form and future product team conversation.
Discovery?How well the rep drew out the customer's situation.FYI
How far to trust this call
Every fact above was extracted from the captured portion of the transcript only.
8 min captured of 9 min stated. Anything said in the remaining 1 min is absent from this page.
0 turns flagged low-confidence.
- Clocks unaligned(warning)
1 participant(s) speak before joining — transcript and events are on different clocks. Do NOT derive absolute timestamps by joining these two sources.
Extracted 2 Aug 2026 by deepseek-v4-flash · extractor v1.0.0 · schema v1.1.0 · extended thinking on · 18,026 tokens