Acceptable Use Policy

Data you upload

• Only upload data you have the right to process, with any notices or consents your customers are owed already handled.
• Upload the minimum needed for matching. Don't include columns the service doesn't use.
• Don't upload special-category or sensitive personal data — health conditions, biometric or genetic data, racial or ethnic origin, political opinions, religious or philosophical beliefs, trade-union membership, sex life or sexual orientation, or criminal records. CloseRev isn't designed to hold it.
• Don't upload payment card numbers, bank or other financial account numbers, or government identifiers — Social Security, Social Insurance or other national identity numbers, passport, driver's license or tax ID numbers. Matching never needs them.
• Don't upload protected health information (PHI). CloseRev does not sign business associate agreements (BAAs) under HIPAA. That rules out anything tying a person to their health — a diagnosis, a treatment, insurance details or an appointment linked to a patient. A sale record with a name, phone number, email address, amount and date for a service that says nothing about anyone's health is fine. If you are a health provider, leave out every column that reveals a person's health, including a service or procedure name or a campaign that does.
• Don't upload data obtained unlawfully, scraped in breach of a website's terms, or bought from a data broker without a lawful basis.

Use of the service

Don't:

• Break the law, or help anyone else to.
• Try to access another customer's workspace or data, or probe, scan or test our security without written permission.
• Overload the service — no automated bulk requests beyond normal use, no denial-of-service.
• Reverse engineer, decompile, or copy the service to build a competing product.
• Resell or sublicense access without our written agreement. (Agencies using client workspaces on the Agency plan are expressly fine — that's what it's for.)
• Share a single login between people. Seats are per person.
• Misrepresent CloseRev's output — for example presenting attributed figures to a client as guaranteed or audited when they're an estimate based on the data supplied.

Security research

We welcome good-faith reports. Email security@closerev.com before testing anything intrusive, don't access data that isn't yours, and give us reasonable time to fix an issue before disclosing it. We won't pursue researchers who follow that.

Enforcement

If we believe this policy has been breached we may limit, suspend or terminate access. Except where the breach is serious or ongoing — or where the law requires immediate action — we'll contact you first and give you a chance to put it right.

Reporting abuse

Email abuse@closerev.com.