Close Claim Pilot Privacy Notice
Pilot draft · Updated August 29, 2026
Information handled
Close Claim processes account and membership details, claim emails and headers, attachments, business-directory records, case facts, approval decisions, delivery events, and audit metadata supplied by an authorized pilot organization.
How information is used
We use this information to ingest and organize commercial claims, prepare supervised next actions, deliver approved communications, operate and secure the service, and produce evidence-linked reporting for the organization that supplied the data.
Service providers and models
The pilot may use contracted hosting, email, storage, and language model providers. Provider access, retention, residency, and deletion terms are configured in the applicable pilot agreement before live customer data is enabled.
Access and retention
Product access is limited to authorized organization members. Claim data, attachments, model records, and audit history remain subject to the pilot organization's configured retention and legal-hold rules.
Questions
Use the contact form for privacy questions or pilot data requests.