- 5 years ago
- Wedding: October 2010
I work as an analyst in the finance field. Part of my job is reviewing sensitive, confidential information for our clients. We have access to social security numbers, bank accounts, tax returns, etc. Needless to say, we have to be very careful with the information. We have hundreds of clients and some firms or individuals with extremely similar names. The cardinal rule is, don’t send the wrong client private information. On top of violating federally regulated privacy laws, we just look stupid if we do.
Monday afternoon right before I left for the day I sent over a presentation to our coordinator. She’s the contact for all our clients. I explicitly stated in my write up and in an email where this needed to go. She is far more senior than me- I just started in Jan- and friends with our boss.
Well she sent it to the wrong client. They call and are livid. They’re now wondering just how safe their information is if they happened to receive something in error. I’ve already left for the day. My colleague says, in an email to client copied to my boss (I’m not on it) I’m so sorry, Tatum told me the wrong client.
I come into work this morning and there’s a very curt reprimand email sent from my boss about my carelessness and what a big deal that mistake is to make. I still have the email I sent to “Jane” and I forward to my boss (he comes in an hour later than me but usually checks his email from home) explaining I had identified the correct client upon submitting my report. He sends back an apologetic email and later apologizes in person. I don’t know if anything was said to Jane about it, as it was irrefutably her mistake.
I am now sweating bullets over what might be pinned on me down the road when there’s *not* a paper trail clearing me. I am new and this is not the impression I wanted to make- either as a careless worker or a tattletale.
Has anyone else been through this?