OpenAI won't let some customers export their chats, but this tool will
Action Required: Advisors should review their firm's data retention policies before using third-party tools to extract data from AI platforms to ensure compliance with SEC record-keeping rules (e.g., Rule 17a-4).
A third-party tool has emerged that allows users to export chat histories from OpenAI, addressing a limitation in OpenAI's native export functionality. For financial advisors, this highlights the importance of data portability and record-keeping when utilizing generative AI tools in a professional capacity.
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