这里案例总结的两点没有看明白，请老师解释一下

案例总结的两点都是原版书案例的缩减，因此没有上下文可能会难以理解。

这两点对应的原文如下：（出现在框架图上的句子我已经标红了）

Lynn Moody is an investment officer at the Lester Trust Company (LTC). She has stewardship of a significant number of individually managed taxable accounts. In addition to receiving quarterly written reports, about a dozen high-net-worth individuals have indicated to Moody a willingness to receive communications about overall economic and financial market outlooks directly from her by way of a social media platform. Under the direction of her firm’s technology and compliance departments, she established a new group page on an existing social media platform specifically for her clients. In the instructions provided to clients, Moody asked them to “join” the group so they may be granted access to the posted content. The instructions also advised clients that all comments posted would be available to the public and thus the platform was not an appropriate method for communicating personal or confidential information.

Six months later, in early January, Moody posted LTC’s year-end “Market Outlook.” The report outlined a new asset allocation strategy that the firm is adding to its recommendations in the new year. Moody introduced the publication with a note informing her clients that she would be discussing the changes with them individually in their upcoming meetings. One of Moody’s clients responded directly on the group page that his family recently experienced a major change in their financial profile. The client described highly personal and confidential details of the event. Unfortunately, all clients that were part of the group were also able to read the detailed posting until Moody was able to have the comment removed.

Comment: Moody has taken reasonable steps for protecting the confidentiality of client information while using the social media platform. She

provided instructions clarifying that all information posted to the site would be publically viewable to all group members and warned against using this method for communicating confidential information. The accidental disclosure of confidential information by a client is not under Moody’s control. Her actions to remove the information promptly once she became aware further align with Standard III(E). In understanding the potential sensitivity clients express surrounding the confidentiality of personal information, this event highlights a need for further training. Moody might advocate for additional warnings or controls for clients when they consider using social media platforms for two-way communications.

这个案例描述了一个关于投资顾问如何使用社交媒体与客户沟通的案例，并讨论了在保护客户机密信息方面的注意事项。以下是对这段文字的详细解释：

1、背景介绍：

• Moody 是一位投资顾问，管理着大量单独管理的应税账户。
• 除定期收到书面报告外，大约有十几位高净值的客户表示希望通过社交媒体平台直接从Moody那里获取关于整体经济和金融市场预期的信息。
• 在公司和合规部门的指导下，Moody在一个现有的社交媒体平台上为她的客户创建了一个新的群组页面。

2、客户沟通指导：

• Moody邀请客户“加入”该群组，以便访问发布的内容。
• 她明确告知客户，所有在该平台上发布的评论都将对公众可见，因此该平台不适合用于沟通个人或机密信息。

3、事件发生：

• 六个月后，Moody在社交媒体群组上发布了一份“市场前景”报告，其中概述了一种新的资产配置策略。
• 一位客户在群组页面上直接回复，提到了他家庭财务状况的重大变化，并描述了高度个人和机密的细节。
• 不幸的是，所有群组成员都能看到这条详细的帖子，直到Moody将其删除。

4、评论与分析：

• 尽管发生了客户意外泄露机密信息的情况，但评论认为Moody已经采取了合理的步骤来保护客户信息的机密性。
• 她明确告知了客户在该平台上发布信息的公开性，并警告不要使用此方法来沟通机密信息。
• 客户意外泄露机密信息不在Moody的控制范围内内，但她迅速采取行动删除了该信息，这符合相关标准。
• 此事件突显了需要对客户进行进一步的培训，以防止类似情况再次发生。
• Moody可能会主张在使用社交媒体平台进行双向沟通时，为客户提供额外的警告或控制。

总的来说，这段文字通过一个实际案例讨论了如何在社交媒体上保护客户机密信息的重要性，以及当发生意外泄露时应如何应对。