Flexible and customizable features for member management, compliance management, and automated reporting, with a focus on ease of use.
Core systems that manage member records, contribution processing, benefit calculations, and payment disbursements. These platforms handle complex calculations based on plan rules, service years, and benefit formulas.
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Demographic Data Capture System can capture and maintain comprehensive member demographic information including name, contact details, date of birth, gender, etc. |
Marketing materials mention comprehensive member data management, including demographics. | |
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Employment History Tracking Ability to maintain complete employment records including start dates, end dates, breaks in service, and multiple employment periods |
Customizable member management implies ability to maintain employment history. | |
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Beneficiary Management Support for designating, updating and maintaining multiple beneficiaries with different allocation percentages |
Support for multiple beneficiaries and beneficiary management is mentioned on product page. | |
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Dependent Tracking Ability to record and track member dependents and their eligibility status |
Flexible member tracking features suggest dependent tracking capabilities are present. | |
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Document Management Integrated storage and retrieval of member-related documents such as enrollment forms, beneficiary designations, etc. |
Described as supporting secure document management and uploads for member documentation. | |
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Address History Maintains historical addresses and contact information with effective dates |
Address history, including effective dates, noted among customizable data fields. | |
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Data Validation Rules Configurable validation rules to ensure data integrity and accuracy |
Configurable validation rules confirmed through marketing on data accuracy and integrity. | |
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Duplicate Member Detection Automated detection of potential duplicate member records |
No information available | |
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Member Status Tracking Tracks various member statuses (active, deferred, retired, deceased) with effective dates |
Tracks member status (e.g., active, deferred, retired), as described in features. | |
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Bulk Data Update Capability Ability to update multiple member records simultaneously |
System can update multiple records at once per 'bulk update' feature on site. | |
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Data Import/Export Tools for importing and exporting member data in various formats |
Import/export tools described, including various data formats. | |
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Member Record Capacity Maximum number of member records the system can efficiently handle |
No information available |
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Multi-Source Contributions Ability to process contributions from multiple sources (employer, employee, third-party) |
Multiple contribution sources (employer, employee) mentioned in product overview. | |
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Contribution Rate Management Support for different contribution rates based on plan rules, member categories, or time periods |
Contribution rate flexibility—supports plan rules/time periods per features list. | |
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Contribution Limit Monitoring Automated tracking of annual contribution limits with alerts for potential exceeding of limits |
No information available | |
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Arrears Management Tracking and management of missed contributions with interest calculations |
Capable of tracking missed contributions and interest calculation (arrears management mentioned). | |
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Contribution Reconciliation Tools to match expected contributions against received amounts and highlight discrepancies |
Contribution reconciliation tools highlighted for matching expected and actual contributions. | |
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Retroactive Contribution Processing Ability to process backdated contributions with appropriate interest adjustments |
No information available | |
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Automatic Contribution Allocation Automatic allocation of contributions to appropriate investment options based on member elections |
Automated allocation of contributions is described in features. | |
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Contribution Processing Speed The volume of contribution transactions the system can process per hour |
No information available | |
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Batch Contribution Processing Support for processing contributions in batches from payroll or other systems |
Batch contribution processing from payroll or other files included. | |
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Contribution History Maintains detailed history of all contribution transactions with audit trail |
Contribution history with audit trail described in product information. | |
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Voluntary Contribution Management Support for additional voluntary contributions beyond mandatory rates |
Voluntary contributions support specifically mentioned. | |
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Employer Matching Rules Configurable rules for employer matching contributions |
No information available |
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Multiple Benefit Formula Support Ability to configure and apply different benefit calculation formulas based on plan type, member category, or time period |
Multiple benefit formulas configurable based on plan rules. | |
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Service Credit Calculations Accurate calculation of pensionable service including part-time adjustments, breaks in service, and purchased service |
Calculation of service credits and adjustments outlined for pension systems. | |
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Final Average Earnings Calculations Configurable rules for determining final average earnings over specified periods |
Supports various earnings calculations based on configurable windows. | |
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Early/Late Retirement Adjustments Automated adjustments for early or late retirement based on actuarial factors |
Automated early/late retirement adjustments included in automation feature. | |
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Optional Form Calculations Calculation of benefit amounts under different payment options (e.g., joint and survivor, period certain) |
No information available | |
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Benefit Projections Tools for projecting future benefits based on various assumptions |
Projection calculations for future benefits are called out as a key tool. | |
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Cost-of-Living Adjustments Support for automatic cost-of-living adjustments to benefits based on configurable rules |
Cost-of-living benefit updates supported as automatic adjustments. | |
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Maximum Benefit Limits Enforcement of statutory maximum benefit limits with appropriate adjustments |
Maximum statutory benefit limits with automated checks included. | |
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Disability Benefit Calculations Specialized calculations for disability retirement benefits |
No information available | |
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Death Benefit Calculations Calculation of survivor benefits according to plan rules |
No information available | |
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Benefit Calculation Accuracy Precision of calculations to ensure accurate benefit amounts |
No information available | |
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Calculation Audit Trail Detailed record of calculation steps and inputs for audit purposes |
Described as including a calculation audit trail for transparency and compliance. | |
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Benefit Calculation Speed Time taken to process complex benefit calculations |
No information available |
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Multiple Payment Methods Support for various payment methods including direct deposit, check, and international transfers |
Multiple payment options supported for benefit distribution. | |
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Payment Scheduling Configurable payment schedules (monthly, quarterly, annually, etc.) |
Payment scheduling features, e.g., monthly, quarterly, are configurable. | |
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Tax Withholding Automated tax withholding calculations based on jurisdictional rules and member elections |
Tax withholding is handled with customizable rules. | |
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Lump Sum Payment Processing Support for one-time lump sum benefit payments with appropriate tax handling |
Lump sum payments described in product documentation. | |
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Payment History Tracking Comprehensive history of all payments made to members with search and reporting capabilities |
Payment history with search and reporting is highlighted. | |
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Bank Reconciliation Tools for reconciling payment records with bank transactions |
Bank reconciliation tools are included for payment management. | |
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Overpayment Recovery Management of benefit overpayments including detection and recovery processes |
No information available | |
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Payment Verification Automated verification procedures to confirm recipient eligibility before payment |
No information available | |
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Third-Party Payments Support for directing portions of payments to third parties (e.g., insurance premiums, garnishments) |
No information available | |
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Payment Processing Capacity Maximum number of payments that can be processed in a single payment run |
No information available | |
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Payment Adjustment Tools Tools for making manual or automated adjustments to payment amounts |
Tools for making payment adjustments (manual or automated) are described. | |
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Payment Forms Generation Automated generation of payment advices, tax forms, and other payment-related documents |
Automated payment forms generation, including tax forms, is listed. |
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Member Personal Information Updates Ability for members to update their contact information, beneficiaries, and other personal details |
Self-service portal includes personal information updates for members. | |
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Benefit Estimator Tool Interactive tool allowing members to estimate future benefits under various scenarios |
Benefit estimator or similar tool described as a portal feature. | |
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Document Upload/Download Capability for members to securely upload and download documents |
Upload and download of member documents securely supported through portal. | |
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Statement Access Access to current and historical benefit statements online |
Members have access to electronic statements online. | |
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Contribution History View Self-service access to view contribution history and details |
Contribution history viewable by members in the self-service portal. | |
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Electronic Forms Submission Ability to complete and submit forms electronically with digital signature capability |
Electronic form submission and digital signatures supported. | |
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Secure Messaging Secure communication channel between members and pension administrators |
Secure messaging between members and administrators available in portal. | |
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Mobile Device Compatibility Responsive design that works on various devices and screen sizes |
Portal is mobile device compatible with responsive design. | |
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Employer Contribution Submission Portal for employers to submit contribution data and payments electronically |
No information available | |
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Retirement Application Processing Online tools for members to apply for retirement benefits |
Self-service portal includes online retirement application processing. | |
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Portal Concurrent User Capacity Maximum number of simultaneous users the portal can support efficiently |
No information available | |
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Multi-Language Support Available languages in the self-service portal |
No information available | |
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Portal Uptime Percentage of time the portal is available and functioning correctly |
No information available |
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Regulatory Reporting Tools Built-in support for generating required regulatory reports |
Regulatory compliance and reporting are promoted features. | |
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Legislative Updates Regular system updates to reflect changes in pension legislation |
Legislative/plan rules updates provided as part of system service. | |
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Compliance Testing Automated testing for various compliance requirements such as non-discrimination testing |
No information available | |
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Required Minimum Distribution Tracking Monitoring and enforcement of required minimum distributions at appropriate ages |
Required minimum distribution rules supported and enforced. | |
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Tax Reporting Generation of tax forms and reports in compliance with tax authorities |
Tax reporting and regulatory forms generation is advertised. | |
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Audit Trails Comprehensive audit trails for all system activities and changes |
Comprehensive audit trails described for compliance. | |
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Data Retention Controls Tools for implementing data retention policies in compliance with regulations |
No information available | |
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Multi-Jurisdiction Support Support for varying rules across different jurisdictions |
System supports administration for multiple jurisdictions and varying rules. | |
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Compliance Alert System Automated alerts for potential compliance issues or required actions |
Compliance alert/notification for regulation issues mentioned. | |
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GDPR/Privacy Compliance Features supporting data privacy regulations including right to be forgotten, data export, etc. |
No information available | |
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Regulatory Update Frequency Frequency of system updates to incorporate regulatory changes |
No information available | |
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Compliance Documentation Comprehensive documentation of system compliance features and controls |
No information available |
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Configurable Workflows Ability to configure automated workflows for common pension administration processes |
Configurable workflows for administration processes are a key sales point. | |
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Task Assignment and Tracking Tools for assigning tasks to staff and tracking completion status |
Task assignment and process management tools present in admin interface. | |
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Approval Hierarchies Configurable approval chains for transactions requiring multiple levels of review |
Approval hierarchies and role-based workflows are configurable. | |
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SLA Monitoring Tracking of service level agreements with alerts for approaching deadlines |
No information available | |
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Process Automation Automation of routine processes to reduce manual intervention |
Process automation is included to reduce manual tasks. | |
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Exception Handling Structured processes for managing exceptions and special cases |
Exception handling workflows for outlier scenarios are supported. | |
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Parallel Processing Support for concurrent processing of workflow steps where appropriate |
System supports some parallel/concurrent processing, as stated. | |
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Workload Balancing Tools for distributing work evenly among staff members |
No information available | |
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Process Analytics Metrics and analytics on process efficiency and bottlenecks |
Process metrics and analytics are available to administrators. | |
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Process Template Library Pre-built templates for common pension administration processes |
No information available | |
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Process Customization Depth Degree to which standard processes can be customized without programming |
No information available | |
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Workflow Visualization Graphical tools for designing and viewing process workflows |
Graphical workflow visualization supported for admin configuration. |
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Standard Report Library Pre-built reports covering common pension administration reporting needs |
undefined Comes with a library of standard administrative and compliance reports. |
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Custom Report Builder Tools allowing non-technical users to create custom reports |
Allows non-technical staff to build custom reports per user interface. | |
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Data Visualization Tools Graphical presentation of data through charts, graphs, and dashboards |
Dashboard/data visualization tools for analytics are available. | |
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Scheduled Report Distribution Ability to schedule automatic generation and distribution of reports |
Scheduled report distribution and automation available. | |
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Export Capabilities Support for exporting reports in various formats (PDF, Excel, CSV, etc.) |
Export options for PDF, CSV, Excel described. | |
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Ad-hoc Query Tools Tools for performing on-demand data queries without programming |
Ad-hoc querying supported for on-demand user access. | |
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Historical Trend Analysis Features for analyzing data trends over time |
No information available | |
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Actuarial Data Extraction Specialized exports for actuarial valuations and analyses |
No information available | |
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Performance Metrics Dashboard Real-time dashboards showing key performance indicators |
No information available | |
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Member Population Analytics Demographic analysis of the member population |
No information available | |
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Report Processing Speed Time taken to generate complex reports with large data sets |
No information available | |
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Drill-Down Capabilities Ability to navigate from summary data to supporting details |
Drill-down capabilities are part of reporting/analytics descriptions. | |
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Data Warehouse Integration Integration with external data warehouses or business intelligence tools |
No information available |
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API Availability Comprehensive APIs for integration with external systems |
API access for integration is confirmed. | |
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Payroll System Integration Built-in connectors for common payroll systems |
Payroll system integration (including connectors) is supported. | |
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General Ledger Integration Automated integration with accounting systems |
Integration with general ledger/accounting systems offered. | |
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Banking System Integration Direct integration with banking systems for payments and reconciliation |
Direct banking system integration for payments is supported. | |
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Document Management Integration Integration with document management systems |
No information available | |
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Identity Management Integration Support for enterprise single sign-on and identity management systems |
SSO/Identity management features listed for enterprise deployments. | |
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Data Exchange Standards Support for standard data formats like XML, JSON, CSV |
Standard data exchange formats (XML, CSV, JSON) outlined in specs. | |
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ETL Tools Built-in tools for data extraction, transformation, and loading |
No information available | |
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Real-time Integration Capability Support for real-time data exchange with external systems |
No information available | |
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Integration Monitoring Tools for monitoring the health and performance of system integrations |
No information available | |
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Third-party Integration Partners Number of pre-built integrations with third-party systems |
No information available | |
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Integration Transaction Volume Maximum number of integration transactions the system can handle per hour |
No information available |
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Role-based Access Control Granular permission settings based on user roles |
Role-based access controls are detailed for admin, user, and employer roles. | |
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Multi-factor Authentication Support for additional authentication factors beyond passwords |
Multi-factor authentication is available for secure access. | |
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Data Encryption Encryption of sensitive data both in transit and at rest |
Data encryption in transit and at rest indicated as part of security features. | |
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Security Audit Logging Comprehensive logging of all security-related events |
No information available | |
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Intrusion Detection Systems to detect and alert on potential security breaches |
No information available | |
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Data Masking Ability to mask sensitive data for non-production environments |
No information available | |
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Password Policy Enforcement Configurable password complexity and rotation requirements |
Password policy and enforcement/rotation capabilities included. | |
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Session Management Controls for session timeouts and concurrent logins |
No information available | |
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Security Certification Formal security certifications such as ISO 27001, SOC 2 |
No information available | |
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Vulnerability Assessment Regular security testing and vulnerability assessments |
No information available | |
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Data Backup Frequency Frequency of system data backups |
No information available | |
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Recovery Time Objective Target time for system recovery after a disruption |
No information available | |
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Security Update Frequency Frequency of security patches and updates |
No information available |
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