Policy

Privacy summary for the production readiness phase.

This page describes the intended data handling areas that must be confirmed before production launch. It should be legally reviewed before final publication.

Account data

Email address, name, session information, tenant membership, invitation state, and support context.

Organisation data

Profile fields, evidence, saved opportunities, workspace notes, drafts, tasks, and submission records.

AI-assisted processing

Tenant-provided context may be used to assist summaries or drafts when users initiate those workflows.

01

User responsibilities and rights

Production policy should explain lawful basis, retention, deletion, subject access, subprocessors, international transfers, incident reporting, and contact routes.

  • Retention
  • Deletion
  • Access requests
  • Security contact
  • Subprocessor list

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