SECURITY REVIEW

Confidence starts with
the right questions.

Review access, data handling and operational responsibilities as part of your Connect RX evaluation.

Illustrative business infrastructure with organized server connectionsSAME DATA. FURTHER GOOD.
01 / THE WORKFLOW

Assess the controls behind your workflow.

A traceability system handles business records that matter to more than one team. Your security review should connect those records to the people who can access them and the systems through which they move.

Illustrative enterprise data operations workspace
Make the information useful to the team.
01

Identity and access

Define user roles, organization boundaries and the information each role needs.

02

Data lifecycle

Review hosting, retention, backup, deletion and export requirements.

03

Operational assurance

Discuss incident handling, audit information and responsibility for ongoing operation.

THE WORK, MADE VISIBLE

Follow the data through its lifecycle.

A useful security conversation begins with the information the product handles and where it moves. For each flow, identify the users, service accounts, destinations and retention expectations. Match requested controls to deployment evidence rather than relying on a badge or a broad assurance statement.

  1. 01

    Access

    Who should see or change the record?

  2. 02

    Exchange

    Which systems and partners receive it?

  3. 03

    Retention

    How long is it needed and how is it recovered?

  4. 04

    Review

    What evidence supports the agreed controls?

ILLUSTRATIVE WORKFLOW · THE IMPLEMENTATION FOLLOWS YOUR OPERATING REQUIREMENTS

02 / THE WORKFLOW

Bring the questionnaire early.

Include your security and procurement teams before the implementation scope is finalized. Ask for the evidence needed by your organization, including applicable policies, architecture details and contractual commitments.

03 / THE WORKFLOW

Evaluate what is documented.

A reference to a law, standard or protocol is different from an independently verified certification. Request the relevant evidence and scope during vendor review.

Illustrative operations team reviewing a workflow together
Bring the people and the process together.
A CLEARER PICTURE

Questions worth
asking.

Can we include our security requirements in the evaluation?

Yes. Bring your questionnaire, data classification, access model and review process so they can be considered with the product and deployment requirements.

LET’S CONNECT

Bring your workflow.
Let’s find the connection.

Your systems. Your partners. The task you need to complete.

Discuss your workflow