Dolfin AI
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Privacy Policy

Last Updated: December 24, 2024

1. Introduction

Welcome to Dolfin AI ("we," "our," or "us"). We are committed to protecting your privacy and ensuring the security of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your data when you use our AI-powered personal finance assistant application and related services (collectively, the "Service").

By using Dolfin AI, you agree to the collection and use of information in accordance with this policy. If you do not agree with our policies and practices, please do not use our Service.

2. Information We Collect

2.1 Account Information

When you create an account, we collect:

  • Email address - Used for account identification, verification, and communications
  • Full name - Used for personalization within the app
  • Username - Your unique identifier within the Service
  • Password - Stored securely using BCrypt encryption (we never store plaintext passwords)
  • Currency preference - Your preferred currency for financial tracking

2.2 Financial Data

To provide our core service, we collect and store:

  • Transaction records - Amounts, descriptions, dates, and categories of your income and expenses
  • Custom categories - Categories you create for organizing transactions
  • Budget information - Any budgets or financial goals you set

Important: Dolfin AI does NOT connect to your bank accounts. All financial data is manually entered by you through natural conversation. We do not have access to your bank credentials, account numbers, or payment card information.

2.3 Conversation Data

When you interact with our AI assistant, we collect:

  • Chat messages - Your questions and commands to the AI
  • AI responses - The assistant's replies to your queries
  • Feedback - Likes or dislikes you provide on AI responses
  • Conversation summaries - AI-generated summaries for context retention

2.4 Usage Patterns

To improve our service and provide personalized insights, we may learn and store:

  • Spending patterns - Recurring expenses and income patterns identified from your data
  • User preferences - Settings and preferences you configure
  • Usage statistics - How often you use various features

2.5 OAuth Authentication Data

If you choose to sign in with Google or other OAuth providers, we receive:

  • Email address associated with the OAuth account
  • Display name (if provided)
  • Profile picture URL (not stored permanently)
  • Unique identifier from the OAuth provider

3. How We Use Your Information

Purpose Data Used Legal Basis
Provide core financial tracking Transactions, categories, chat data Contract performance
AI-powered insights and advice Transaction history, spending patterns Contract performance
Personalize your experience Preferences, usage patterns, facts Legitimate interest
Account verification Email address Contract performance
Security and fraud prevention Usage patterns, authentication data Legitimate interest
Service improvement Aggregated usage data, feedback Legitimate interest

4. AI Processing and Third-Party Services

4.1 AI Language Model Processing

To power our conversational AI features, we use third-party AI services. When you chat with Dolfin AI:

  • Your chat messages are sent to our AI provider for processing
  • Recent conversation context is included to provide coherent responses
  • AI-generated summaries and extracted patterns help improve future interactions

What is NOT sent to AI providers:

  • Your passwords or authentication tokens
  • Raw financial amounts (only aggregated summaries when relevant)
  • Your email address or personal identifiers

4.2 Email Services

We use email service providers to send:

  • Account verification emails
  • Password reset requests
  • Important account notifications

4.3 OAuth Providers

When you sign in with Google or other OAuth providers, we receive only the data you authorize during the sign-in process.

5. Data Storage and Security

5.1 Security Measures

  • Encryption at rest - Your data is encrypted in our databases
  • Encryption in transit - All communications use HTTPS/TLS encryption
  • Password hashing - Passwords are hashed using BCrypt with strength 10
  • Access controls - You can only access your own data
  • Session management - JWT-based authentication with token expiration

5.2 Data Location

Your data is stored on secure servers. We implement appropriate technical and organizational measures to protect your data against unauthorized access, alteration, disclosure, or destruction.

5.3 Data Retention

Data Type Retention Period
Account information Until account deletion
Transaction data Until account deletion or manual deletion
Chat history Until account deletion
Verification tokens 24-48 hours after generation
Cached responses 5 minutes

6. Your Rights and Choices

6.1 Access and Export

You have the right to:

  • Access all your personal and financial data stored in our system
  • Export your transaction data in CSV or PDF format
  • View your complete chat history with the AI assistant

6.2 Correction and Deletion

You can:

  • Update or correct your account information at any time
  • Delete individual transactions or categories
  • Request deletion of your entire account and all associated data

6.3 Feedback Control

You can provide feedback (like/dislike) on AI responses, which helps us improve the service. This feedback is associated with your account and can be modified.

6.4 Communication Preferences

You can opt out of non-essential communications while still receiving critical account-related emails (verification, password reset, security alerts).

7. Data Sharing

We do NOT sell your data. Your personal and financial information is never sold to third parties for advertising or marketing purposes.

We may share your data only in the following circumstances:

  • Service providers - With trusted third parties who help us operate the Service (AI providers, email services), under strict confidentiality agreements
  • Legal requirements - When required by law, court order, or government request
  • Protection of rights - To protect our rights, privacy, safety, or property
  • Business transfers - In connection with a merger, acquisition, or sale of assets (you will be notified)

8. Children's Privacy

Dolfin AI is not intended for users under 13 years of age. We do not knowingly collect personal information from children under 13. If we become aware that we have collected data from a child under 13, we will take steps to delete such information promptly.

9. International Data Transfers

Your data may be processed in countries other than your country of residence. When we transfer data internationally, we ensure appropriate safeguards are in place to protect your information in accordance with applicable data protection laws.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any significant changes by:

  • Posting the new Privacy Policy on this page
  • Updating the "Last Updated" date at the top
  • Sending an email notification for material changes

We encourage you to review this Privacy Policy periodically for any changes.

11. Contact Us

If you have questions about this Privacy Policy, your data, or our privacy practices, please contact us:

  • Email: dolfinmind@gmail.com

We will respond to your inquiry within 30 days.

12. Specific Regional Rights

12.1 European Union (GDPR)

If you are in the EU, you have additional rights including:

  • Right to data portability
  • Right to restriction of processing
  • Right to object to processing
  • Right to lodge a complaint with a supervisory authority

12.2 California (CCPA)

California residents have the right to:

  • Know what personal information is collected
  • Know whether personal information is sold or disclosed and to whom
  • Opt-out of the sale of personal information (we do not sell data)
  • Access their personal information
  • Request deletion of their personal information
  • Not be discriminated against for exercising their rights
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