SOPs and practical guides.
eBooks, sector guides, persona briefs and working templates for compliance, legal, security, product and engineering teams across India.
eBooks, guides, briefs and templates
Working documents to take into your next review, written to be edited rather than filed.
PDF
Sector guide
DPDP for public sector banks
Public sector banks
DPDP for public sector banks
PDF
·
3.2 MB
·
12 pages
PDF
eBook
The DPDP Act and Rules 2025
The DPDP Act and Rules 2025
PDF
·
735 KB
·
37 pages
Template kit
DPDP Compliance Template Kit
DPDP Compliance Template Kit
·
2.5 MB
·
PDF
Sector guide
DPDP for private and small finance banks
Private sector & small finance banks
DPDP for private and small finance banks
PDF
·
3.2 MB
·
12 pages
PDF
eBook
Consent management under the DPDP Act
Consent management under the DPDP Act
PDF
·
798 KB
·
25 pages
PDF
CEO / MD & Board
Name who answers for customer data in every vertical and partner
Public sector banks
Name who answers for customer data in every vertical and partner
PDF
·
1.7 MB
·
2 pages
PDF
Read Me
DPDP Compliance Template Kit: read me first
DPDP Compliance Template Kit: read me first
PDF
·
362 KB
·
13 pages
PDF
eBook
The vendor risk management handbook
The vendor risk management handbook
PDF
·
752 KB
·
29 pages
PDF
DPO / Chief Compliance Officer
Prove every notice, consent and retention rule across branches and schemes
Public sector banks
Prove every notice, consent and retention rule across branches and schemes
PDF
·
1.7 MB
·
2 pages
PDF
Sector guide
DPDP for urban and rural co-operative banks
Co-operative banks
DPDP for urban and rural co-operative banks
PDF
·
3.3 MB
·
11 pages
PDF
Template preview
Template 01: Consent Management Policy
Policy
Template 01: Consent Management Policy
PDF
·
367 KB
·
17 pages
PDF
Sector guide
DPDP for NBFCs, housing finance and gold loan companies
NBFCs, housing finance & gold loan companies
DPDP for NBFCs, housing finance and gold loan companies
PDF
·
3.4 MB
·
12 pages
PDF
CISO
Find customer data outside core banking and control who touches it
Public sector banks
Find customer data outside core banking and control who touches it
PDF
·
1.9 MB
·
2 pages
PDF
Template preview
Template 02: Consent Management Framework
Framework
Template 02: Consent Management Framework
PDF
·
440 KB
·
20 pages
PDF
Sector guide
DPDP for digital lenders and lending service providers
Digital lenders & lending service providers
DPDP for digital lenders and lending service providers
PDF
·
3.2 MB
·
12 pages
PDF
CIO / CTO
Connect consent and erasure to core banking without rebuilding it
Public sector banks
Connect consent and erasure to core banking without rebuilding it
PDF
·
1.7 MB
·
2 pages
PDF
Template preview
Template 03: Privacy Policy
Public notice
Template 03: Privacy Policy
PDF
·
321 KB
·
16 pages
PDF
Sector guide
DPDP for life insurance companies
Life insurance
DPDP for life insurance companies
PDF
·
3.2 MB
·
12 pages
PDF
General Counsel / Head of Legal
Write down the basis for scheme, disclosure and sales processing
Public sector banks
Write down the basis for scheme, disclosure and sales processing
PDF
·
1.7 MB
·
2 pages
PDF
Template preview
Template 04: Cookie Policy
Public notice
Template 04: Cookie Policy
PDF
·
272 KB
·
13 pages
PDF
COO / Head of Operations
Give counters, BC outlets and camps a consent step customers own
Public sector banks
Give counters, BC outlets and camps a consent step customers own
PDF
·
1.8 MB
·
2 pages
PDF
Sector guide
DPDP for standalone health insurers and TPAs
Health insurance
DPDP for standalone health insurers and TPAs
PDF
·
3.1 MB
·
11 pages
PDF
Template preview
Template 05: Cookie Consent & Preference Framework
Framework
Template 05: Cookie Consent & Preference Framework
PDF
·
420 KB
·
18 pages
PDF
CMO / Head of Digital & Growth
Build cross-sell lists from recorded consent, not account balances
Public sector banks
Build cross-sell lists from recorded consent, not account balances
PDF
·
1.8 MB
·
2 pages
PDF
Sector guide
DPDP for general insurers and insurance intermediaries
General insurance & intermediaries
DPDP for general insurers and insurance intermediaries
PDF
·
3.2 MB
·
12 pages
PDF
Template preview
Template 06: SOP: Consent Collection
SOP
Template 06: SOP: Consent Collection
PDF
·
432 KB
·
20 pages
PDF
Sector guide
DPDP for payment aggregators, PPI issuers and UPI apps
Payments
DPDP for payment aggregators, PPI issuers and UPI apps
PDF
·
3.3 MB
·
12 pages
PDF
Template preview
Template 07: SOP: Consent Validation
SOP
Template 07: SOP: Consent Validation
PDF
·
337 KB
·
15 pages
PDF
CEO / MD & Board
One owner and one record for every use of customer data
Private sector & small finance banks
One owner and one record for every use of customer data
PDF
·
1.6 MB
·
2 pages
PDF
Sector guide
DPDP for stock brokers, AMCs, depositories, RTAs and KRAs
Capital markets
DPDP for stock brokers, AMCs, depositories, RTAs and KRAs
PDF
·
3.2 MB
·
11 pages
PDF
Template preview
Template 08: SOP: Consent Update
SOP
Template 08: SOP: Consent Update
PDF
·
317 KB
·
14 pages
PDF
Sector guide
DPDP for hospitals and hospital chains
Hospitals & hospital chains
DPDP for hospitals and hospital chains
PDF
·
2.9 MB
·
12 pages
PDF
DPO / Chief Compliance Officer
Run one register that answers RBI and the Data Protection Board
Private sector & small finance banks
Run one register that answers RBI and the Data Protection Board
PDF
·
1.6 MB
·
2 pages
PDF
Template preview
Template 09: SOP: Consent Renewal
SOP
Template 09: SOP: Consent Renewal
PDF
·
296 KB
·
13 pages
PDF
Sector guide
DPDP for diagnostics and pathology labs
Diagnostics & pathology labs
DPDP for diagnostics and pathology labs
PDF
·
3.0 MB
·
11 pages
PDF
CISO
Know where customer data lives and which uses are still allowed
Private sector & small finance banks
Know where customer data lives and which uses are still allowed
PDF
·
1.8 MB
·
2 pages
PDF
Template preview
Template 10: SOP: Consent Withdrawal
SOP
Template 10: SOP: Consent Withdrawal
PDF
·
388 KB
·
19 pages
PDF
CIO / CTO
Make every system ask before it uses customer data
Private sector & small finance banks
Make every system ask before it uses customer data
PDF
·
1.6 MB
·
2 pages
PDF
Sector guide
DPDP for health-tech, telemedicine and e-pharmacy platforms
Health-tech, telemedicine & e-pharmacy
DPDP for health-tech, telemedicine and e-pharmacy platforms
PDF
·
2.9 MB
·
11 pages
PDF
Template preview
Template 11: SOP: Consent for Persons with Disability
SOP
Template 11: SOP: Consent for Persons with Disability
PDF
·
281 KB
·
13 pages
PDF
Sector guide
DPDP for retail and direct-to-consumer brands
Retail & D2C brands
DPDP for retail and direct-to-consumer brands
PDF
·
3.2 MB
·
11 pages
PDF
General Counsel / Head of Legal
Settle who is Fiduciary in every fintech and co-lending deal
Private sector & small finance banks
Settle who is Fiduciary in every fintech and co-lending deal
PDF
·
1.6 MB
·
2 pages
PDF
Template preview
Template 12: SOP: Cookie Consent Management
SOP
Template 12: SOP: Cookie Consent Management
PDF
·
287 KB
·
12 pages
PDF
Sector guide
DPDP for e-commerce, marketplaces and quick commerce
E-commerce & marketplaces
DPDP for e-commerce, marketplaces and quick commerce
PDF
·
3.2 MB
·
11 pages
PDF
COO / Head of Operations
Give branch and field staff a consent process they can follow
Private sector & small finance banks
Give branch and field staff a consent process they can follow
PDF
·
1.7 MB
·
2 pages
PDF
Template preview
Template 13: SOP: Verifiable Consent for Children
SOP
Template 13: SOP: Verifiable Consent for Children
PDF
·
387 KB
·
18 pages
PDF
CMO / Head of Digital & Growth
Keep cross-sell reach by proving consent for each purpose
Private sector & small finance banks
Keep cross-sell reach by proving consent for each purpose
PDF
·
1.7 MB
·
2 pages
PDF
Sector guide
DPDP for hotels, OTAs and tour operators
Travel & hospitality
DPDP for hotels, OTAs and tour operators
PDF
·
3.3 MB
·
12 pages
PDF
Template preview
Template 14: SOP: Notice Management
SOP
Template 14: SOP: Notice Management
PDF
·
347 KB
·
14 pages
PDF
Sector guide
DPDP for schools, universities, coaching and edtech
Education & edtech
DPDP for schools, universities, coaching and edtech
PDF
·
3.2 MB
·
12 pages
PDF
Template preview
Template 15: Data Retention and Erasure Policy
Policy
Template 15: Data Retention and Erasure Policy
PDF
·
334 KB
·
15 pages
PDF
Sector guide
DPDP for manufacturing companies and conglomerates
Manufacturing & conglomerates
DPDP for manufacturing companies and conglomerates
PDF
·
3.0 MB
·
11 pages
PDF
CEO / MD & Board
Oversee member data as closely as you oversee loans
Co-operative banks
Oversee member data as closely as you oversee loans
PDF
·
1.8 MB
·
2 pages
PDF
Template preview
Template 16: SOP: Data Principal Rights Requests
SOP
Template 16: SOP: Data Principal Rights Requests
PDF
·
293 KB
·
12 pages
PDF
DPO / Chief Compliance Officer
Prove every use of member data, from counter to AGM list
Co-operative banks
Prove every use of member data, from counter to AGM list
PDF
·
1.6 MB
·
2 pages
PDF
Sector guide
DPDP for real estate developers and construction firms
Real estate & construction
DPDP for real estate developers and construction firms
PDF
·
3.1 MB
·
12 pages
PDF
Template preview
Template 17: SOP: Grievance Redressal
SOP
Template 17: SOP: Grievance Redressal
PDF
·
273 KB
·
11 pages
PDF
Sector guide
DPDP for logistics and mobility companies
Logistics & mobility
DPDP for logistics and mobility companies
PDF
·
3.0 MB
·
11 pages
PDF
CISO
Find member data outside the vendor's core, then control it
Co-operative banks
Find member data outside the vendor's core, then control it
PDF
·
1.8 MB
·
2 pages
PDF
Template preview
Template 18: SOP: Personal Data Breach Response
SOP
Template 18: SOP: Personal Data Breach Response
PDF
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316 KB
·
13 pages
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