Data and policies

Policies, contacts and the questions to confirm.

Review the published policies and the accepted agreement for your use. Bring us the data or access requirement you need to confirm.

Published policies.

How information is handled and where to direct privacy requests.

Service terms, together with the commercial scope in your applicable Order.

Access: Who works with the record, reviews it and receives the report?
Records: What must be retained, and which requirement determines the period?
Output: What needs to be available, to whom, and in which format?
Setup: What source data, configuration and transfer process need agreement?

Describe the requirement first. Leave passwords, payment details and sensitive customer records out of a public inquiry.

Use the policy contact, separately from sales.

Start with a brief description to arrange the next step.

Get help with Stratum you already use.

Work through a data, access or workflow requirement.