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Camradata Online from Camradata
Platform for manager research, RFP issuance, peer comparison, performance analytics, and due diligence, helping pensions and insurers streamline external manager selection and ongoing monitoring.
Product analysis by function
RFP and Manager Selection Tools for External Manager Relations
Software that streamlines the request for proposal process, standardizes manager evaluations, and supports the structured selection of external investment managers.
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RFP Creation and Customization
(7 Yes /7 Known /10 Possible features)
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Template Library Pre-defined, customizable RFP templates aligned to common asset classes, mandates, and compliance standards. |
Camradata provides a platform with pre-defined and customizable RFP templates for common mandates. Product literature references template libraries facilitating streamlined RFP issuance. | |
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Dynamic Questionnaires Ability to create, edit, and branch RFP questions, including support for logic and conditional paths. |
The platform offers dynamic questionnaires, including logic and conditional branching. This is cited under their RFP customization options on their website. | |
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Branding and Formatting Controls User control over RFP document look and feel, logos, and disclaimers. |
Camradata's website explicitly mentions user branding and custom formatting for RFPs, including logos and tailored disclaimers. | |
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Multi-language Support Ability to create RFPs in different languages for global outreach. |
No information available | |
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Compliance Checks In-built checks to ensure RFP content adheres to internal and regulatory guidelines. |
Compliance checks are referenced in Camradata's material regarding data validation and regulatory reporting. | |
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Version Control Tracking of changes and management of RFP document versions. |
Product documentation references full version control and audit trails for RFP document management. | |
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Template Sharing Permissions-based sharing of RFP templates across teams. |
No information available | |
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Bulk Generation Create and distribute multiple RFPs simultaneously. |
The site details bulk distribution of RFPs, indicating support for multi-RFP generation and sending. | |
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Custom Approval Workflows Automated approval processes for RFP drafts and releases. |
No information available | |
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Document Export Formats Support for exporting RFPs in multiple formats (PDF, Word, HTML, etc.). |
Camradata supports exporting documents in several common formats (PDF, Word, XLS) per their technical specification sheets. |
Manager Database and Onboarding
(9 Yes /9 Known /10 Possible features)
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Integrated Manager Directory Centralized database of approved and potential investment managers. |
Manager directory and onboarding capabilities are core functions according to Camradata’s product overview. | |
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Manager Profile Management Tools for managers to maintain and update organizational information, performance track records, and contact details. |
Their platform allows for manager profile updating and contact/performance record management. | |
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Due Diligence Integration Link manager onboarding to KYC, AML, and other due diligence processes. |
Due diligence features are included, linking KYC and compliance documentation according to the due diligence and monitoring services offered. | |
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Customizable Data Fields Adapt manager profile fields to meet evolving data requirements. |
Users can adapt manager data fields; platform is designed to cater to evolving data needs. Referenced as a customization feature. | |
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Bulk Import/Export Import or export manager data via spreadsheet or API. |
Bulk import/export via Excel or similar tools is specifically mentioned on the product FAQ/feature list. | |
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Self-service Portal Secure online portal for managers to submit and update data. |
Managers have self-service access to update data via secure portal; referenced as ‘Manager Portal’. | |
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Compliance Document Repository Store and manage all regulatory and compliance documents related to each manager. |
Compliance document repository is a function for ongoing manager monitoring. | |
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Automated Reminders Send notifications to managers for document expiries or data updates. |
No information available | |
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Link to Performance and ESG Data Associate core manager record with performance and ESG scoring systems. |
Performance and ESG scoring association is featured—Camradata links performance data and ESG metrics to manager profiles. | |
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Audit Trails Comprehensive logs of data additions and edits. |
Platform supports audit trails on profile edits and RFP activity. |
RFP Distribution and Communication
(5 Yes /5 Known /10 Possible features)
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Bulk Distribution Tools Send RFPs to multiple selected managers with tracking. |
Bulk RFP distribution to multiple managers with tracking is included in public material. | |
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Secure Messaging Encrypted message platform for Q&A and direct communications. |
No information available | |
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Submission Acknowledgment Automated confirmations upon RFP receipt by managers. |
Submission acknowledgments/receipts are mentioned in the context of monitoring manager engagement with RFPs. | |
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Dynamic Q&A Boards Open or confidential query channels allowing all or specific managers to pose questions. |
No information available | |
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Deadline Management Automated reminders before submission deadlines. |
Deadline management and notifications are part of the platform, as referenced under automated reminders. | |
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Bulk Q&A Publishing Centrally publish answers to FAQs to all participants. |
No information available | |
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Sender Authentication Multi-factor authentication for all outbound RFPs. |
No information available | |
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Submission Receipt Tracking Real-time tracking of which managers have downloaded/viewed/responded. |
Submission receipt and tracking for RFPs/manager action is part of Camradata's monitoring function. | |
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Automated Follow-Up Scripted, rules-based follow-up reminders to non-responders. |
No information available | |
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Response Format Guidance Guides and templates for managers to submit uniform, structured responses. |
Response guidance provided; platform ensures received proposals are in standardized formats for comparison. |
Proposal Evaluation Tools
(6 Yes /6 Known /10 Possible features)
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Automated Scoring Engine Rule-based or ML-powered proposal scoring and ranking. |
Automated scoring and ranking mentioned as part of evaluation tools. | |
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Customizable Scoring Rubrics Define, weight, and adjust categories and scorecards for manager evaluation. |
Customizable scoring criteria and rubrics referenced as key for differentiating manager qualification. | |
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Side-by-Side Comparison Visual matrix to compare responses across candidates. |
Platform supports side-by-side comparison of manager responses. | |
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Blind Review Controls Support for masking manager identities during scoring. |
No information available | |
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Multi-Reviewer Support Allow multiple reviewers to score independently with aggregation. |
Multi-reviewer workflows and role-specific evaluation support are discussed in user documentation. | |
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Commenting and Annotation Add private or shared comments on proposal sections. |
No information available | |
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Automated Elimination Filters Remove candidates not meeting minimum score thresholds automatically. |
No information available | |
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Report Generation One-click export of evaluation summaries with scores and rationales. |
Automated report generation exporting evaluations with attached scores is available. | |
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Drill-Down Analytics Ability to dissect score variances by response, reviewer, or category. |
Drill-down analytics provided for detailed review of manager scores and trends. | |
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Bias Detection Automated alerts for reviews diverging from peer scores, signaling potential bias. |
No information available |
Workflow and Process Management
(3 Yes /3 Known /10 Possible features)
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Configurable Approval Stages Design organizational workflows with defined approval checkpoints. |
No information available | |
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Timeline and Milestone Tracking Gantt-style visual roadmap for every RFP process from issuance through final selection. |
No information available | |
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Automated Task Assignments Rules engine can assign tasks to team members based on criteria, workload, or expertise. |
No information available | |
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Escalations and Exception Handling Automatic notifications and escalation procedures if tasks exceed deadlines or exceptions are triggered. |
No information available | |
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Role-Based Access Controls Granular permissions by role across every workflow step. |
No information available | |
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Audit Logging Comprehensive logs of every workflow event and handoff. |
System logs and audit details are a stated compliance requirement, referenced in platform walkthroughs. | |
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Workflow Configuration Tools Intuitive drag-and-drop process builder. |
No information available | |
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Collaborative Workspaces Shared environments for teams and advisors to collaborate on each step. |
Platform enables shared workspaces for investment teams and external advisors. | |
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Performance Monitoring Dashboards Real-time dashboards tracking workflow KPIs (e.g. average RFP duration). |
Performance dashboards for monitoring key workflow KPIs are mentioned as part of analytics. | |
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Integration with HR/Org Charts Sync workflow assignments and approvers to institutional HR data. |
No information available |
Security and Privacy
(3 Yes /3 Known /10 Possible features)
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End-to-End Encryption Encryption of data in transit and at rest across the entire platform. |
No information available | |
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Multi-Factor Authentication (MFA) Support for MFA across all user logins. |
No information available | |
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Granular Access Permissions Control over who accesses which data or RFP. |
Fine-grained permissions for manager and user access are referenced in in the admin controls section. | |
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Data Retention Policies Automate data deletion or retention per legal requirements. |
No information available | |
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Secure File Storage Isolated and encrypted storage for all submitted documents. |
Secure document storage is explicitly described (ISO- and FCA-aligned). | |
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Audit Trails and Log Monitoring Systematic tracking and alerting on sensitive actions and access. |
No information available | |
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GDPR/Privacy Compliance Tools Features designed to ensure data privacy regulations are met. |
No information available | |
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Activity Monitoring and Alerts Real-time analysis of user behavior to detect anomalies. |
No information available | |
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Data Anonymization Options Redact or mask data to further restrict visibility where required. |
No information available | |
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Secure API Access Hardened API endpoints with token-based authentication. |
API and secure access are mentioned for integration with client systems. |
Integration Capabilities
(3 Yes /3 Known /10 Possible features)
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Open API Access RESTful APIs with comprehensive documentation for custom integrations. |
Open APIs for custom integration, detailed in integration documentation. | |
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Pre-built Connectors Ready-made integration with major analytics, compliance, due diligence, and document management solutions. |
No information available | |
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Single Sign-On (SSO) Integrate with institutional SSO solutions for seamless login. |
No information available | |
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Data Export Tools Flexible exports to Excel, PDF, XML, and other formats. |
Data export options for different formats mentioned (Excel, PDF, CSV). | |
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Inbound File Ingestion Auto-capture and parse files/emails from managers. |
No information available | |
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Webhooks for Real-Time Events Push data/events to connected systems as they occur. |
No information available | |
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Customizable Data Mapping Map data fields to internal legacy or new data systems. |
Datafield mapping for integration between client and internal/legacy systems is supported. | |
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SSAE 18/SOC 2 Type II Certified Integrations Meet stringent data and system integration audit standards. |
No information available | |
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Bulk Data Sync Automated, scheduled synchronization with master data systems. |
No information available | |
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Integration Monitoring Dashboard Monitor integration status, latency, and failures. |
No information available |
Reporting and Analytics
(6 Yes /6 Known /10 Possible features)
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Configurable Dashboards Customizable at-a-glance boards with key process metrics. |
No information available | |
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Advanced Filtering Multi-dimensional data filtering (e.g., by asset class, review stage, historical manager performance). |
Advanced data filtering by asset class, performance and other fields is repeatedly cited in analytics reports. | |
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Automated Scheduled Reports Periodic delivery of reports to users or stakeholders. |
Scheduled automated reports are listed as a product feature. | |
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Drill-Down Capabilities From summary to detailed underlying data with a click. |
Drill-down capabilities for granular analysis available on analytics dashboards. | |
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Visualization Tools Charts, graphs, and heatmaps for comparative and trend analysis. |
Data visualization through charts and graphs is shown in product demos. | |
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Exportable Analytics Easily share reports in Excel, PDF, or image formats. |
Analytics and reports are exportable to Excel, PDF, and image formats. | |
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Custom KPI Definition Select or define custom key performance indicators. |
No information available | |
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Historical Trend Analysis Track manager and process trends over time. |
Historical trend analysis is included in performance and peer comparison analytics. | |
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Ad Hoc Query Builder Empower users to generate tailored analytical queries. |
No information available | |
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Data API for BI Tools Direct interface to external BI/reporting platforms. |
No information available |
User Experience and Accessibility
(3 Yes /3 Known /10 Possible features)
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Mobile Access Responsive design and/or dedicated apps for mobile management. |
Web app is mobile responsive for access on tablets and phones. | |
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Intuitive UI/UX Well-designed, easy-to-navigate interface minimizing training needs. |
Ease of use and clean UI/UX repeatedly highlighted in reviews and marketing materials. | |
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Accessibility Compliance (WCAG) Full support for screen readers, keyboard navigation, and color contrast. |
No information available | |
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Multi-Language UI User interface available in multiple major languages. |
No information available | |
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In-App User Guidance Tutorials, walkthroughs, and context-aware help. |
No information available | |
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Role-Optimized Views Tailor dashboards and workflows to each user role. |
No information available | |
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Bulk User Provisioning Easily onboard large groups of users. |
No information available | |
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Self-Service Password Reset Users can recover access without IT intervention. |
No information available | |
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Notifications Center Centralized location for all user alerts and reminders. |
No information available | |
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Session Timeout Controls Automatically logs out inactive users for security. |
Session timeout controls are available for user security, per admin and security documentation. |
Configuration and Customization
(8 Yes /8 Known /10 Possible features)
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Custom Field Definitions Add organization-specific fields wherever data is captured. |
Users can define and add custom data fields for profiles or analytics—highlighted in the product's flexibility claims. | |
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Branded User Interface White-label the UI, including logos and colors. |
Branding ability for white label UI is referenced (e.g., for asset manager portals). | |
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Localized Workflows Adjust processes for region-, country-, or market-specific requirements. |
Localized workflow configuration is supported for multi-region/global clients. | |
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Business Rule Engine Non-technical users can set up workflow or data triggers. |
Business rule automation for data and workflow triggers is described in detail for user customization. | |
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Notification Customization Define recipient, frequency, and content of alerts/notifications. |
No information available | |
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Custom User Roles and Permissions Define user types and associated access rights beyond system defaults. |
Access control and role customization supported. Referenced in admin controls and permissions settings. | |
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Integratable Plugins/Add-ons Add new functionality or data flows as requirements evolve. |
No information available | |
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Configurable Document Templates Organization-specific document and contract templates. |
Document templates configurable for different client and asset mandates—explicit feature. | |
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Multiple Time Zone Support Seamless operation for global teams. |
Multiple time zone support stated, due to global institutional client base. | |
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Configurable Data Retention User control over data life cycles for different artifacts. |
Data retention settings can be customized for varying institutional compliance needs. |
Support, Service, and Vendor Stability
(3 Yes /3 Known /10 Possible features)
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24/7 Support Availability Round-the-clock access to technical assistance. |
No information available | |
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Dedicated Account Management Single point of contact for ongoing relationship and escalations. |
No information available | |
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Service Level Agreements (SLAs) Documented targets for uptime, response times, and issue resolution. |
No information available | |
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Uptime Guarantee Minimum percentage uptime per year, contractually agreed. |
No information available | |
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Incident Response Time Maximum time for vendor to respond to high-priority incidents. |
No information available | |
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Training and Onboarding Programs Structured programs for initial training and new feature adoption. |
Training and onboarding programs are offered for new clients, as mentioned in product onboarding documentation. | |
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Help Desk Ticketing System System to submit, track, and resolve support queries. |
A help desk and support ticketing system are referenced in vendor support materials. | |
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User Community Portal Online resource for user forums, shared best practices, and troubleshooting. |
No information available | |
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Product Roadmap Transparency Visibility into the vendor's future development plans. |
No information available | |
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Disaster Recovery and Data Backup Vendor policies on business continuity and regular offsite data backups. |
Disaster recovery and data backup policies are referenced in compliance and vendor due diligence documentation. |
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