Start narrow
Access should match the agreed question and scope, not expand by default.
Security
Security begins with a narrow scope.
Operating records deserve careful handling. We begin by defining what the work requires, who needs access, and how the resulting material will be reviewed and delivered.
Working principles
Specific commitments belong to a specific engagement.
Security requirements vary with the records, systems, people, and scope involved. RBA discusses the applicable handling and access arrangement before client work begins rather than relying on broad claims that may not fit the engagement.
Use what is needed
Request the records necessary to support the work and identify anything that is not required.
Keep boundaries clear
Client information belongs to the engagement. Public examples use clearly labeled synthetic data.
State the arrangement
Data handling, access, retention, and delivery expectations should be discussed for the specific engagement.
Public website boundary
The public site contains no client operating data.
The analytical example on this website is synthetic and is labeled that way. Authorized clients use the separate, invite-only Client Portal for the client relationship and delivery experience.
Discuss the scope
Have a security question?
Tell us what the engagement may involve. We will discuss the relevant requirements directly.
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