De-identification
Personal details out. The work stays in
Buyers want to learn how work gets done, not who did it. Names, emails, phone numbers, addresses and amounts are replaced in the buyer's copy. Your original records never change.
- 1 · ScopeYou approve systems and dates
- 2 · CopyAn agreed copy is made
- 3 · ReplaceIdentifiers are swapped out
- 4 · DeliverOnly that copy is used
[Confirm who runs each step: buyer, client or a named processor.]
CRM deal · Opportunity #20931
Account: Cedar Works LLC · Tampa, FL
Contact: Dana Whitfield, dana@cedarworks.com
Call note: Dana wants the $48,500 quote revised before Friday. Send to her mobile, (813) 555-0142, and cc Marco Ruiz.
Fictional example. De-identification is carried out under the terms of your agreement.
Six safeguards
Explained, not just badged
02
Buyer de-identification
Every agreement requires the buyer to strip names and personal details before the data is used.
03
Your rights and approvals
We review what you can sell first. Nothing goes out without your written approval, and you can exclude any system, team, channel or date range.
04
Your employees and customers
We check your policies for notice or consent requirements and flag them before any sale, so you can decide with your counsel.
05
Use and deletion limits
We negotiate what the buyer may build with your data, who may access it, and when it must be deleted.
06
Cache's own security
[Describe Cache's posture factually: access controls, where manifests are stored, who can see them. List certifications only once earned.]
Before you sign
See exactly what buyers see
Review a redacted sample manifest and our counsel-reviewed agreement on your first call.