Privacy Policy – Lumino

Last Updated: March 14, 2026

These PRIVACY POLICY govern your use of the Lumino mobile application, a product of Kaizen Software Systems Inc.

1. Introduction & Entity Relationship

Lumino is a proprietary financial intelligence application owned and operated by Kaizen Software Systems Inc. ("Company", "we", "our", or "us").

This Privacy Policy explains how we collect, use, process, and safeguard your information when you use the Lumino mobile application.

2. Description of Service

Lumino is a non-custodial, non-transactional financial intelligence platform that provides financial insights, analytics, and visualizations.

Lumino does not hold, transfer, or manage user funds.

3. Information We Collect

User Information

  • Name
  • Email address

Collected through authentication providers such as Google Sign-In or Apple Sign-In.

Financial Data (via Plaid)

Lumino uses Plaid Inc. as a secure financial data processor to link financial accounts.

Before connecting a financial account, users will see an in-app disclosure explaining the data access.

Lumino may access:

  • Account balances
  • Transaction history
  • Account metadata

Lumino never receives or stores your banking credentials. Authentication is handled securely by Plaid.

Your interaction with Plaid is governed by the Plaid Privacy Policy

Device Information

We may collect limited technical information such as:

  • Device type
  • Operating system
  • Application performance metrics
Lumino does NOT access:
  • Contacts
  • Fine location
  • Photos or external storage

4. How We Use Your Information

We use the collected information to:
  • Provide financial insights and dashboards
  • Detect duplicate transactions
  • Generate financial calendar projections
  • Improve service reliability and security
  • Provide customer support

5. AI Processing & Data Use

Lumino uses Artificial Intelligence to analyze financial activity and generate insights.

AI-generated outputs may include:
  • Transaction categorization
  • Duplicate transaction detection
  • Financial timeline projections
Important Notice:

AI-generated insights are probabilistic estimates and may occasionally be inaccurate. They should not be used as the sole basis for financial decisions.

Your data is siloed and protected. Lumino does not sell personal or financial data to advertisers and does not use user data to train public AI models.

6. Third-Party Services

Lumino may rely on trusted third-party services including:
  • Plaid Inc. – financial data aggregation
  • Cloud infrastructure providers (such as AWS)
  • Authentication providers (Google and Apple)
  • AI infrastructure providers

These services process data solely to provide the Lumino service.

7. Data Security

We implement industry-standard security measures including:
  • Encryption in transit (TLS/HTTPS)
  • Encryption at rest (AES‑256)
  • Secure cloud infrastructure
  • Access controls and monitoring

8. Data Retention

We retain user information only as long as necessary to provide the Lumino service.

If a user deletes their account:
  • Personal and financial data is removed from active systems
  • Full deletion occurs within 30 days of request verification

9. User Rights & Data Deletion

Users have full control over their data.

In‑App Deletion

Users may delete their account directly within the Lumino application settings.

Email Request

Users may request deletion by emailing:

admin@kaizensoftwaresystems.com

10. International Data Transfers

Your information may be processed and stored in the United States or other jurisdictions where our infrastructure providers operate.

11. Children’s Privacy

Lumino is not intended for individuals under the age of 13 (or the minimum legal age in your jurisdiction). We do not knowingly collect personal data from children.

12. Data Security Incident Notification

In the event of a data security incident affecting user information, we will notify affected users in accordance with applicable laws.

13. Changes to This Policy

We may update this Privacy Policy periodically. Users will be notified of significant changes through the application or email.

14. Contact Information

Kaizen Software Systems Inc.
Email: admin@kaizensoftwaresystems.com