Data flow
Map what enters the service, which systems process it, what is returned, and where institutional boundaries apply.
Institutional assurance
The useful answer is not a wall of generic badges. It is a shared understanding of data, identities, integrations, operational responsibilities, and the controls required for your intended use.
Review areas
Map what enters the service, which systems process it, what is returned, and where institutional boundaries apply.
Review user roles, authentication path, administrative access, and the integration pattern in scope.
Align content and account lifecycle questions with the intended use and institutional policy.
Review support, incident contacts, continuity questions, and responsibilities across both teams.
Work through the institution’s questionnaire and identify which answers require deployment-specific confirmation.
Limit a pilot to the people, content, integrations, and duration required for its decision question.
Published privacy position
The current privacy notice describes collection, processing purposes, service-provider sharing, institutional access, retention, and user rights. Review that notice alongside the intended deployment and contract terms.
Read the privacy policy →Claim discipline
Ask for the current evidence relevant to your review. Deployment choices, subprocessors, retention requirements, and contractual controls need confirmation in the context of the proposed engagement.
Bring your review framework