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Review Guidance for Partner Engagement Letter - Schedule D (Extended Confidentiality)

02.040.100.124.3 v20260604.001

Use this guidance to confirm Schedule D adds any needed confidentiality controls for the engagement context.

Review focus

  • Confirm why extended confidentiality is needed.
  • Confirm covered information, persons, systems, and use cases.
  • Confirm permitted disclosures and operational access.
  • Confirm survival, return, destruction, and incident obligations.
  • Confirm consistency with the base confidentiality instrument.

Value Realization lens

Schedule D supports Value Realization by permitting necessary collaboration while controlling information risk that could impair trust, leverage, or execution.