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
CEO / MD & Board
Decide where you act for merchants and where for yourself
Payments
Decide where you act for merchants and where for yourself
PDF
·
1.8 MB
·
2 pages
PDF
DPO / Chief Compliance Officer
Split your register into merchant work and your own purposes
Payments
Split your register into merchant work and your own purposes
PDF
·
1.7 MB
·
2 pages
PDF
CISO
Give payer data outside PCI scope the same discipline as cards
Payments
Give payer data outside PCI scope the same discipline as cards
PDF
·
1.9 MB
·
2 pages
PDF
CIO / CTO
Tag every payer record with whose purpose it serves
Payments
Tag every payer record with whose purpose it serves
PDF
·
1.8 MB
·
2 pages
PDF
General Counsel / Head of Legal
Write your Processor role into every merchant agreement
Payments
Write your Processor role into every merchant agreement
PDF
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1.7 MB
·
2 pages
PDF
COO / Head of Operations
Route every payer and merchant request to the right desk
Payments
Route every payer and merchant request to the right desk
PDF
·
1.9 MB
·
2 pages
PDF
CMO / Head of Digital & Growth
Build offers on payer data your own consent actually covers
Payments
Build offers on payer data your own consent actually covers
PDF
·
1.9 MB
·
2 pages
PDF
CEO / MD & Board
Answer for every use of investor data, including your partners'
Capital markets
Answer for every use of investor data, including your partners'
PDF
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1.7 MB
·
2 pages
PDF
DPO / Chief Compliance Officer
Keep one record of purpose for every investor data flow
Capital markets
Keep one record of purpose for every investor data flow
PDF
·
1.6 MB
·
2 pages
PDF
CISO
Point your CSCRF controls at every copy of investor data
Capital markets
Point your CSCRF controls at every copy of investor data
PDF
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1.8 MB
·
2 pages
PDF
CIO / CTO
Wire consent and withdrawal into the trading app and back office
Capital markets
Wire consent and withdrawal into the trading app and back office
PDF
·
1.6 MB
·
2 pages
PDF
General Counsel / Head of Legal
Put each RTA, distributor and platform role in writing
Capital markets
Put each RTA, distributor and platform role in writing
PDF
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1.6 MB
·
2 pages
PDF
COO / Head of Operations
Make calls, counters and paper forms leave a DPDP record
Capital markets
Make calls, counters and paper forms leave a DPDP record
PDF
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1.8 MB
·
2 pages
PDF
CMO / Head of Digital & Growth
Grow investor reach on consent you can show for each purpose
Capital markets
Grow investor reach on consent you can show for each purpose
PDF
·
1.7 MB
·
2 pages
PDF
CEO / MD & Board
Answer for every use of patient data across the group
Hospitals & hospital chains
Answer for every use of patient data across the group
PDF
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1.6 MB
·
2 pages
PDF
DPO / Chief Compliance Officer
Run one register for clinical, commercial and research uses
Hospitals & hospital chains
Run one register for clinical, commercial and research uses
PDF
·
1.5 MB
·
2 pages
PDF
CISO
Find patient data beyond the HIS and tie access to purpose
Hospitals & hospital chains
Find patient data beyond the HIS and tie access to purpose
PDF
·
1.7 MB
·
2 pages
PDF
CIO / CTO
Connect consent to clinical systems without slowing patient registration
Hospitals & hospital chains
Connect consent to clinical systems without slowing patient registration
PDF
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1.6 MB
·
2 pages
PDF
General Counsel / Head of Legal
Settle each consultant, TPA and partner's role in writing
Hospitals & hospital chains
Settle each consultant, TPA and partner's role in writing
PDF
·
1.6 MB
·
2 pages
PDF
COO / Medical Superintendent
Fix the front desk first: notice, consent and requests
Hospitals & hospital chains
Fix the front desk first: notice, consent and requests
PDF
·
1.7 MB
·
2 pages
PDF
Head of Marketing & Patient Experience
Keep patients engaged without turning diagnoses into campaigns
Hospitals & hospital chains
Keep patients engaged without turning diagnoses into campaigns
PDF
·
1.7 MB
·
2 pages
PDF
CEO / MD & Board
Own every place your brand sends a patient's results
Diagnostics & pathology labs
Own every place your brand sends a patient's results
PDF
·
1.7 MB
·
2 pages
PDF
DPO / Chief Compliance Officer
Map every place a test result goes, and record why
Diagnostics & pathology labs
Map every place a test result goes, and record why
PDF
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1.6 MB
·
2 pages
PDF
CISO
Close the report links and shadow copies that expose results
Diagnostics & pathology labs
Close the report links and shadow copies that expose results
PDF
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1.8 MB
·
2 pages
PDF
CIO / CTO
Make the LIS, CRM and delivery channels respect consent
Diagnostics & pathology labs
Make the LIS, CRM and delivery channels respect consent
PDF
·
1.7 MB
·
2 pages
PDF
General Counsel / Head of Legal
Write the role of every franchisee, aggregator and lab partner
Diagnostics & pathology labs
Write the role of every franchisee, aggregator and lab partner
PDF
·
1.7 MB
·
2 pages
PDF
COO / Head of Lab Operations
Give centres, phlebotomists and camps a consent step that works
Diagnostics & pathology labs
Give centres, phlebotomists and camps a consent step that works
PDF
·
1.8 MB
·
2 pages
PDF
Head of Marketing & Growth
Grow health-package sales on consent patients actually gave
Diagnostics & pathology labs
Grow health-package sales on consent patients actually gave
PDF
·
1.8 MB
·
2 pages
PDF
CEO / MD & Board
Decide which uses of health data your platform will stand behind
Health-tech, telemedicine & e-pharmacy
Decide which uses of health data your platform will stand behind
PDF
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1.7 MB
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2 pages
PDF
DPO / Chief Compliance Officer
Prove what each patient agreed to, purpose by purpose, on demand
Health-tech, telemedicine & e-pharmacy
Prove what each patient agreed to, purpose by purpose, on demand
PDF
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1.6 MB
·
2 pages
PDF
CISO
Know where consult and prescription data lives, and who touches it
Health-tech, telemedicine & e-pharmacy
Know where consult and prescription data lives, and who touches it
PDF
·
1.8 MB
·
2 pages
PDF
CIO / CTO
Make every service check consent before health data leaves it
Health-tech, telemedicine & e-pharmacy
Make every service check consent before health data leaves it
PDF
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1.6 MB
·
2 pages
PDF
General Counsel / Head of Legal
Put every doctor, pharmacy, lab and insurer in its right role
Health-tech, telemedicine & e-pharmacy
Put every doctor, pharmacy, lab and insurer in its right role
PDF
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1.6 MB
·
2 pages
PDF
COO / Head of Operations
Give support, pharmacy and delivery teams rules they can follow
Health-tech, telemedicine & e-pharmacy
Give support, pharmacy and delivery teams rules they can follow
PDF
·
1.8 MB
·
2 pages
PDF
Head of Growth & Marketing
Grow without letting health signals reach ad platforms
Health-tech, telemedicine & e-pharmacy
Grow without letting health signals reach ad platforms
PDF
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1.8 MB
·
2 pages
PDF
CEO / MD & Board
Know what your brand does with every shopper's phone number
Retail & D2C brands
Know what your brand does with every shopper's phone number
PDF
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1.7 MB
·
2 pages
PDF
DPO / Chief Compliance Officer
One register for every purpose, from e-bill to ad audience
Retail & D2C brands
One register for every purpose, from e-bill to ad audience
PDF
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1.7 MB
·
2 pages
PDF
CISO
Find every copy of the customer list, then control it
Retail & D2C brands
Find every copy of the customer list, then control it
PDF
·
1.9 MB
·
2 pages
PDF
CIO / CTO
Connect POS, loyalty and CDP to one consent record
Retail & D2C brands
Connect POS, loyalty and CDP to one consent record
PDF
·
1.7 MB
·
2 pages
PDF
General Counsel / Head of Legal
Put roles, purposes and erasure duties into every franchise contract
Retail & D2C brands
Put roles, purposes and erasure duties into every franchise contract
PDF
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1.7 MB
·
2 pages
PDF
COO / Head of Operations
Give billing staff a consent step that keeps queues moving
Retail & D2C brands
Give billing staff a consent step that keeps queues moving
PDF
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1.9 MB
·
2 pages
PDF
CMO / Head of Digital & Growth
Turn billing-counter numbers into audiences you can prove
Retail & D2C brands
Turn billing-counter numbers into audiences you can prove
PDF
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1.8 MB
·
2 pages
PDF
CEO / MD & Board
Decide which shopper-data uses your growth plan can still rely on
E-commerce & marketplaces
Decide which shopper-data uses your growth plan can still rely on
PDF
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1.7 MB
·
2 pages
PDF
DPO / Chief Compliance Officer
Run one register across buyer, seller and delivery-partner data
E-commerce & marketplaces
Run one register across buyer, seller and delivery-partner data
PDF
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1.7 MB
·
2 pages
PDF
CISO
Know which systems hold buyer addresses and who can open them
E-commerce & marketplaces
Know which systems hold buyer addresses and who can open them
PDF
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1.8 MB
·
2 pages
PDF
CIO / CTO
Wire consent, withdrawal and dormant-account erasure into the commerce stack
E-commerce & marketplaces
Wire consent, withdrawal and dormant-account erasure into the commerce stack
PDF
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1.7 MB
·
2 pages
PDF
General Counsel / Head of Legal
Put seller, courier and ad-partner roles into every contract
E-commerce & marketplaces
Put seller, courier and ad-partner roles into every contract
PDF
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1.7 MB
·
2 pages
PDF
COO / Head of Operations
Give support, delivery and dark-store teams rules they can follow
E-commerce & marketplaces
Give support, delivery and dark-store teams rules they can follow
PDF
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1.8 MB
·
2 pages
PDF
CMO / Head of Digital & Growth
Keep personalisation and retail media running on consent you can prove
E-commerce & marketplaces
Keep personalisation and retail media running on consent you can prove
PDF
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1.8 MB
·
2 pages
PDF
CEO / MD & Board
One owner for guest data across properties, brands and partners
Travel & hospitality
One owner for guest data across properties, brands and partners
PDF
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1.7 MB
·
2 pages
PDF
DPO / Chief Compliance Officer
Keep one record of why you hold each guest's data
Travel & hospitality
Keep one record of why you hold each guest's data
PDF
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1.6 MB
·
2 pages
PDF
CISO
Map where guest IDs and card data sit, then control access
Travel & hospitality
Map where guest IDs and card data sit, then control access
PDF
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1.9 MB
·
2 pages
PDF
CIO / CTO
Make PMS, CRS and loyalty systems check before using guest data
Travel & hospitality
Make PMS, CRS and loyalty systems check before using guest data
PDF
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1.7 MB
·
2 pages
PDF
General Counsel / Head of Legal
Write down who answers for guest data in every partner deal
Travel & hospitality
Write down who answers for guest data in every partner deal
PDF
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1.7 MB
·
2 pages
PDF
COO / Head of Operations
Give front desks a check-in that copies less and proves more
Travel & hospitality
Give front desks a check-in that copies less and proves more
PDF
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1.8 MB
·
2 pages
PDF
CMO / Head of Digital & Growth
Grow loyalty on consent you can show for each offer
Travel & hospitality
Grow loyalty on consent you can show for each offer
PDF
·
1.8 MB
·
2 pages
PDF
Founder / CEO & Board
Decide which uses of children's data your institution will defend
Education & edtech
Decide which uses of children's data your institution will defend
PDF
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1.7 MB
·
2 pages
PDF
DPO / Chief Compliance Officer
Prove the basis for every use of a child's data
Education & edtech
Prove the basis for every use of a child's data
PDF
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1.6 MB
·
2 pages
PDF
CISO
Find every copy of student data, then control who uses it
Education & edtech
Find every copy of student data, then control who uses it
PDF
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1.8 MB
·
2 pages
PDF
CIO / CTO
Build parent verification and consent checks into every sign-up flow
Education & edtech
Build parent verification and consent checks into every sign-up flow
PDF
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1.7 MB
·
2 pages
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