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Large organizationsLegal, tax, privacy, security, or procurement lead

Your responsibility

Review documents, claims, data flows, vendors, controls, and contracts before approval.

Are the documents, claims, data flows, vendors, controls, and contract responsibilities acceptable?

Book a review →Back to company requirements
When you join the reviewYou enter once the proposed population, vendors, data flows, and operating model are concrete.
What you are responsible forEnterprise diligence and control owner
What must be true to advanceClear the phase only when documents, claims, security, privacy, contracts, and accountability meet enterprise standards.

Your decision brief

What you care about, what you need, and what can stop the decision.

Items you review

  • Accurate written claims
  • Data minimization and security
  • Enforceable vendor accountability

Information you need

  • Document library
  • Security and privacy package
  • Contract and responsibility matrix

Risks to resolve

  • Government-approval implications
  • Sensitive data collected too early
  • Unclear subcontractor or escalation duties

Review meeting

Agenda, documents, and approval criteria.

Agenda

  • Plan, tax, claim, and communication review
  • Data minimization, privacy, security, and vendor chain
  • Commercial terms, responsibilities, remedies, and escalation

Documents and outputs

  • Diligence document library
  • Vendor, data, and responsibility matrix
  • Approved issues and exceptions record

Approval criteria

  • No approval or guarantee is implied
  • Sensitive data is not collected before a secure need exists
  • Contract duties match the operating model

Review stages

See which stages require your approval.

Highlighted stages show where you provide information, validate the work, or approve the next action.

  1. 01
    Executive sponsor + workforce leaders

    Define populations

    Entity, geography, payroll, and eligibility map

  2. 02
    Finance + payroll

    Build the enterprise case

    Population scenarios, sensitivities, and funding logic

  3. 03
    Your stage • Legal + tax + privacy + procurement

    Complete diligence

    Approved documents, controls, security, and vendor terms

  4. 04
    Program team + provider

    Launch a phase

    Controlled population launch and adoption measures

  5. 05
    Your stage • Governance group

    Scale by evidence

    Reconcile, learn, and approve the next population

What to provide

Start diligence after the proposed population, vendors, data flows, and responsibilities are documented.

Schedule the employer review ↗

Other reviewers

See the requirements assigned to other roles.

Enterprise executive sponsor

Is the estimated value large enough, is employee access useful, and can the organization operate The Plan at scale?View role requirements →

Enterprise finance, payroll, or systems leader

Can we calculate, configure, reconcile, and report the reviewed structure at enterprise scale?View role requirements →

Enterprise people or workforce leader

Can employees across locations, languages, and current coverage understand and use The Plan?View role requirements →