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
CIO / CTO
Get DPDP changes onto your core-banking vendor's roadmap now
Co-operative banks
Get DPDP changes onto your core-banking vendor's roadmap now
PDF
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1.7 MB
·
2 pages
PDF
Sector guide
DPDP for telecom operators and internet service providers
Telecom & internet service providers
DPDP for telecom operators and internet service providers
PDF
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3.0 MB
·
11 pages
PDF
Template preview
Template 19: Data Processing Agreement
Agreement
Template 19: Data Processing Agreement
PDF
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408 KB
·
20 pages
PDF
General Counsel / Head of Legal
Rewrite the core-banking vendor contract before you rewrite anything else
Co-operative banks
Rewrite the core-banking vendor contract before you rewrite anything else
PDF
·
1.7 MB
·
2 pages
PDF
Template preview
Template 20: Vendor DPDP Addendum
Agreement
Template 20: Vendor DPDP Addendum
PDF
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226 KB
·
9 pages
PDF
COO / Head of Operations
Make consent and requests work at a busy branch counter
Co-operative banks
Make consent and requests work at a busy branch counter
PDF
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1.8 MB
·
2 pages
PDF
Template preview
Template 21: Consent Manager Onboarding Checklist
Checklist
Template 21: Consent Manager Onboarding Checklist
PDF
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392 KB
·
19 pages
PDF
CMO / Head of Digital & Growth
Grow deposits and gold loans with consent members actually gave
Co-operative banks
Grow deposits and gold loans with consent members actually gave
PDF
·
1.8 MB
·
2 pages
PDF
Template preview
Template 22: Breach Reports to the Data Protection Board
Report templates
Template 22: Breach Reports to the Data Protection Board
PDF
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378 KB
·
15 pages
PDF
Template preview
Template 23: Breach Notice to Data Principals
Notice templates
Template 23: Breach Notice to Data Principals
PDF
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298 KB
·
14 pages
PDF
CEO / MD & Board
Answer for every hand that touches your borrowers' data
NBFCs, housing finance & gold loan companies
Answer for every hand that touches your borrowers' data
PDF
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1.8 MB
·
2 pages
PDF
Template preview
Template 24: Rights Request Response Letters
Letter templates
Template 24: Rights Request Response Letters
PDF
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359 KB
·
15 pages
PDF
DPO / Chief Compliance Officer
Prove consent and purpose for every loan, from sourcing to closure
NBFCs, housing finance & gold loan companies
Prove consent and purpose for every loan, from sourcing to closure
PDF
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1.8 MB
·
2 pages
PDF
Template preview
Template 25: Grievance Letters
Letter templates
Template 25: Grievance Letters
PDF
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290 KB
·
13 pages
PDF
CISO
Find borrower data outside the LOS, then point controls at it
NBFCs, housing finance & gold loan companies
Find borrower data outside the LOS, then point controls at it
PDF
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2.0 MB
·
2 pages
PDF
Template preview
Template 26: Data Protection Impact Assessment
Assessment (Word)
Template 26: Data Protection Impact Assessment
PDF
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520 KB
·
20 pages
PDF
CIO / CTO
Make consent a check your LOS, dialler and partners call
NBFCs, housing finance & gold loan companies
Make consent a check your LOS, dialler and partners call
PDF
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1.8 MB
·
2 pages
PDF
Template preview
Template 27: Data Inventory and Processing Register
Register (Excel)
Template 27: Data Inventory and Processing Register
PDF
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468 KB
·
14 pages
PDF
General Counsel / Head of Legal
Fix each partner's DPDP role before a borrower complains
NBFCs, housing finance & gold loan companies
Fix each partner's DPDP role before a borrower complains
PDF
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1.8 MB
·
2 pages
PDF
Template preview
Template 28: Retention Schedule
Register (Excel)
Template 28: Retention Schedule
PDF
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453 KB
·
10 pages
PDF
COO / Head of Operations
Make assisted consent work at gold counters and centre meetings
NBFCs, housing finance & gold loan companies
Make assisted consent work at gold counters and centre meetings
PDF
·
1.9 MB
·
2 pages
PDF
Template preview
Template 29: Cross-Border Transfer Assessment
Assessment (Word)
Template 29: Cross-Border Transfer Assessment
PDF
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350 KB
·
14 pages
PDF
CMO / Head of Digital & Growth
Grow top-ups and cross-sell on consent you can show
NBFCs, housing finance & gold loan companies
Grow top-ups and cross-sell on consent you can show
PDF
·
1.9 MB
·
2 pages
PDF
Template preview
Template 30: Vendor DPDP Questionnaire
Questionnaire (Excel)
Template 30: Vendor DPDP Questionnaire
PDF
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581 KB
·
13 pages
PDF
Template preview
Template 31: Short-Form and Layered Consent Notices
Notice templates
Template 31: Short-Form and Layered Consent Notices
PDF
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311 KB
·
14 pages
PDF
CEO / MD & Board
Know which partner answers for each use of borrower data
Digital lenders & lending service providers
Know which partner answers for each use of borrower data
PDF
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1.7 MB
·
2 pages
PDF
Template preview
Template 32: Existing-Customer Notice
Notice template
Template 32: Existing-Customer Notice
PDF
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242 KB
·
9 pages
PDF
DPO / Chief Compliance Officer
One register both you and your partner lender can stand behind
Digital lenders & lending service providers
One register both you and your partner lender can stand behind
PDF
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1.6 MB
·
2 pages
PDF
Template preview
Template 33: Consent Form
Form
Template 33: Consent Form
PDF
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226 KB
·
10 pages
PDF
CISO
Know where statements and KYC files sit, and who reaches them
Digital lenders & lending service providers
Know where statements and KYC files sit, and who reaches them
PDF
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1.8 MB
·
2 pages
PDF
Template preview
Template 34: Consent Withdrawal Request Form
Form
Template 34: Consent Withdrawal Request Form
PDF
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206 KB
·
8 pages
PDF
CIO / CTO
Wire consent into the app, decision engine and partner LMS
Digital lenders & lending service providers
Wire consent into the app, decision engine and partner LMS
PDF
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1.6 MB
·
2 pages
PDF
Template preview
Template 35: Parental Consent Form
Form
Template 35: Parental Consent Form
PDF
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231 KB
·
9 pages
PDF
General Counsel / Head of Legal
Write each lending partner's role, purpose by purpose, into contract
Digital lenders & lending service providers
Write each lending partner's role, purpose by purpose, into contract
PDF
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1.6 MB
·
2 pages
PDF
Template preview
Template 36: Lawful Guardian Declaration
Form
Template 36: Lawful Guardian Declaration
PDF
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224 KB
·
10 pages
PDF
COO / Head of Operations
Give call-centre and collections staff consent rules they can follow
Digital lenders & lending service providers
Give call-centre and collections staff consent rules they can follow
PDF
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1.7 MB
·
2 pages
PDF
Template preview
Template 37: Data Principal Rights Request Form
Form
Template 37: Data Principal Rights Request Form
PDF
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230 KB
·
10 pages
PDF
CMO / Head of Digital & Growth
Grow the loan book on consent you can show
Digital lenders & lending service providers
Grow the loan book on consent you can show
PDF
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1.8 MB
·
2 pages
PDF
Template preview
Template 38: Privacy Contact Page
Web text
Template 38: Privacy Contact Page
PDF
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200 KB
·
8 pages
PDF
CEO / MD & Board
Decide who answers for policyholder data from proposal to claim
Life insurance
Decide who answers for policyholder data from proposal to claim
PDF
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1.7 MB
·
2 pages
PDF
DPO / Chief Compliance Officer
Prove the notice and consent behind every policy you issue
Life insurance
Prove the notice and consent behind every policy you issue
PDF
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1.6 MB
·
2 pages
PDF
CISO
Find every copy of medical and claims data, then control it
Life insurance
Find every copy of medical and claims data, then control it
PDF
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1.8 MB
·
2 pages
PDF
CIO / CTO
Wire consent and erasure through systems built for decades-long policies
Life insurance
Wire consent and erasure through systems built for decades-long policies
PDF
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1.7 MB
·
2 pages
PDF
General Counsel / Head of Legal
Write down every partner's role before a claim tests it
Life insurance
Write down every partner's role before a claim tests it
PDF
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1.7 MB
·
2 pages
PDF
COO / Head of Operations
Put a real notice and recorded consent into every assisted sale
Life insurance
Put a real notice and recorded consent into every assisted sale
PDF
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1.8 MB
·
2 pages
PDF
CMO / Head of Digital & Growth
Market new plans only to people whose consent you can show
Life insurance
Market new plans only to people whose consent you can show
PDF
·
1.8 MB
·
2 pages
PDF
CEO / MD & Board
Stand behind every use of family health data, partners included
Health insurance
Stand behind every use of family health data, partners included
PDF
·
1.7 MB
·
2 pages
PDF
DPO / Chief Compliance Officer
Account for every insured member, partner and purpose in one register
Health insurance
Account for every insured member, partner and purpose in one register
PDF
·
1.6 MB
·
2 pages
PDF
CISO
Control who opens discharge summaries, wherever copies end up
Health insurance
Control who opens discharge summaries, wherever copies end up
PDF
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1.8 MB
·
2 pages
PDF
CIO / CTO
Build member-level consent into claims, wellness and partner systems
Health insurance
Build member-level consent into claims, wellness and partner systems
PDF
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1.6 MB
·
2 pages
PDF
General Counsel / Head of Legal
Pin down each TPA, hospital, employer and reinsurer's role in writing
Health insurance
Pin down each TPA, hospital, employer and reinsurer's role in writing
PDF
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1.6 MB
·
2 pages
PDF
COO / Head of Operations
Let every adult on the proposal confirm consent for themselves
Health insurance
Let every adult on the proposal confirm consent for themselves
PDF
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1.8 MB
·
2 pages
PDF
CMO / Head of Digital & Growth
Grow renewals and top-ups on consent you can prove
Health insurance
Grow renewals and top-ups on consent you can prove
PDF
·
1.7 MB
·
2 pages
PDF
CEO / MD & Board
Answer for every partner who touches your customers' data
General insurance & intermediaries
Answer for every partner who touches your customers' data
PDF
·
1.7 MB
·
2 pages
PDF
DPO / Chief Compliance Officer
Keep one register from quote to claim, partners included
General insurance & intermediaries
Keep one register from quote to claim, partners included
PDF
·
1.6 MB
·
2 pages
PDF
CISO
Map personal data across claims, surveyors and partner links
General insurance & intermediaries
Map personal data across claims, surveyors and partner links
PDF
·
1.8 MB
·
2 pages
PDF
CIO / CTO
Wire consent into diallers, lead systems and partner APIs
General insurance & intermediaries
Wire consent into diallers, lead systems and partner APIs
PDF
·
1.6 MB
·
2 pages
PDF
General Counsel / Head of Legal
Write down who is Fiduciary for every lead and claim
General insurance & intermediaries
Write down who is Fiduciary for every lead and claim
PDF
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1.6 MB
·
2 pages
PDF
COO / Head of Operations
Give dealer desks, call centres and surveyors one process
General insurance & intermediaries
Give dealer desks, call centres and surveyors one process
PDF
·
1.8 MB
·
2 pages
PDF
CMO / Head of Digital & Growth
Grow motor and retail sales on leads you can defend
General insurance & intermediaries
Grow motor and retail sales on leads you can defend
PDF
·
1.8 MB
·
2 pages
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