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Scripts and page chrome removed; this is what change detection compares.
PlanStreet Trust Center PlanStreet is committed to protecting customer data and upholding privacy as a core responsibility. Our Information Security Program establishes governance, controls, and oversight to ensure the confidentiality, integrity, and availability of information systems, intellectual property, and customer information, and is structured in accordance with recognized security and privacy control frameworks. Our Trust Center provides insights into our security controls and governance practices. See Our Controls Compliance FedRAMP FedRAMP Moderate Ready CJIS Compliant with the Criminal Justice Information Services (CJIS) Security Policy for handling criminal justice information. CCPA Compliant with the California Consumer Privacy Act (CCPA) for consumer data privacy and rights. FERPA Compliant with the Family Educational Rights and Privacy Act (FERPA) for protecting student education records HIPAA Compliant with the Health Insurance Portability and Accountability Act (HIPAA) for safeguarding protected health information. TXRAMP Compliant with the Texas Risk and Authorization Management Program (TX-RAMP) Level 2 requirements for secure cloud services used by Texas agencies. SOC 2 Type 2 SOC 2 Type II Service Organization Resources Information Security Policy Overview of our security controls and governance practices. Security Scan Report - PlanStreet Platform Executive Summary TX-RAMP Level 2 Certificate FedRAMP Marketplace Listing SOC 2 Type II Report SOC 2 Type II report covering Security AI Policy Overview of our artificial intelligence (AI) controls and governance practices. Monitoring Continuously monitored by Secureframe PlanStreet implements the controls below to protect customer data. Compliance is continuously monitored and reported here. View all Subprocessors Microsoft Azure Cloud computing services Zendesk Customer support Monitoring Change Management Segregation of Environments Development, staging, and production environments are segregated. Secure Development Policy A Secure Development Policy defines the requirements for secure software and system development and maintenance. Configuration and Asset Management Policy A Configuration and Asset Management Policy governs configurations for new sensitive systems Software Change Testing Software changes are tested prior to being deployed into production. Change Management Policy A Change Management Policy governs the documenting, tracking, testing, and approving of system, network, security, and infrastructure changes. Baseline Configurations Baseline configurations and codebases for production infrastructure, systems, and applications are securely managed. Production Data Use is Restricted Production data is not used in the development and testing environments, unless required for debugging customer issues. Availability Uptime and Availability Monitoring System tools monitors for uptime and availability based on predetermined criteria. Testing the Business Continuity and Disaster Recovery Plan The Business Continuity and Disaster Recovery Plan is periodically tested via tabletop exercises or equivalents. When necessary, Management makes changes to the Business Continuity and Disaster Recovery Plan based on the test results. Backup Restoration Testing Backed-up data is restored to a non-production environment at least annually to validate the integrity of backups. High Availability Configuration The system is configured for high availability to support continuous availability, when applicable. Automated Backup Process Full backups are performed and retained in accordance with the Business Continuity and Disaster Recovery Policy. Business Continuity and Disaster Recovery Policy Business Continuity and Disaster Recovery Policy governs required processes for restoring the service or supporting infrastructure after suffering a disaster or disruption. Organizational Management Acceptable Use Policy An Acceptable Use Policy defines standards for appropriate and secure use of company hardware and electronic systems including storage media, communication tools and internet access. Personnel Acknowledge Security Policies Internal personnel review and accept applicable information security policies at least annually. Information Security Policy An Information Security Policy establishes the security requirements for maintaining the security, confidentiality, integrity, and availability of applications, systems, infrastructure, and data. Security Awareness Training Internal personnel complete annual training programs for information security to help them understand their obligations and responsibilities related to security. Internal Control Policy An Internal Control Policy identifies how a system of controls should be maintained to safeguard assets, promote operational efficiency, and encourage adherence to prescribed managerial policies. Cybersecurity Insurance Cybersecurity insurance has been procured to help minimize the financial impact of cybersecurity loss events. New Hire Screening Hiring managers screen new hires or internal transfers to assess their qualifications, experience, and competency to fulfill their responsibilities. New hires sign confidentiality agreements or equivalents upon hire. Roles and Responsibilities Information security roles and responsibilities are outlined for personnel responsible for the security, availability, and confidentiality of the system. Internal Control Monitoring A continuous monitoring solution monitors internal controls used in the achievement of service commitments and system requirements. Independent Advisor The board of directors or equivalent entity function includes senior management and external advisors, who are independent from the company's operations. An information security team has also been established to govern cybersecurity. Organizational Chart Management maintains a formal organizational chart to clearly identify positions of authority and the lines of communication, and publishes the organizational chart to internal personnel. Performance Review Policy A Performance Review Policy provides personnel context and transparency into their performance and career development processes. Performance Reviews Internal personnel are evaluated via a formal performance review at least annually Information Security Program Review Management is responsible for the design, implementation, and management of the organization’s security policies and procedures. The policies and procedures are reviewed by management at least annually. Advisor Meetings on Security Senior management and/or board of directors meets at least annually to review business goals, company initiatives, resource needs, risk management activities, and other internal/external matters. The information security team meets at least annually to discuss security risks, roles & responsibilities, controls, changes, audit results and/or other matters as necessary. Background Checks Background checks or their equivalent are performed before or promptly after a new hires start date, as permitted by local laws. Code of Conduct A Code of Conduct outlines ethical expectations, behavior standards, and ramifications of noncompliance. Disciplinary Action Personnel who violate information security policies are subject to disciplinary action and such disciplinary action is clearly documented in one or more policies. Confidentiality Access to Customer Data is Restricted Access to, erasure of, or destruction of customer data is restricted to personnel that need access based on the principle of least privilege. Retention of Customer Data Procedures are in place to retain customer data based on agreed-upon customer requirements or in line with information security policies. Data Retention and Disposal Policy A Data Retention and Disposal Policy specifies how customer data is to be retained and disposed of based on compliance requirements and contractual obligations. Disposal of Customer Data Upon customer request, Company requires that data that is no longer needed from databases and other file stores is removed in accordance with agreed-upon customer requirements. Data Classification Policy A Data Classification Policy details the security and handling protocols for sensitive data. Vulnerability Management Vulnerability and Patch Management Policy A Vulnerability Management and Patch Management Policy outlines the processes to efficiently respond to identified vulnerabilities. Third-Party Penetration Test A 3rd party is engaged to conduct a network and application penetration test of the production environment at least annually. Critical and high-risk findings are tracked through resolution. Vulnerability Scanning Vulnerability scanning is performed on production infrastructure systems, and identified deficiencies are remediated on a timely basis. Incident Response Lessons Learned After any identified security incident has been resolved, management provides a "Lessons Learned" document to the team in order to continually improve security and operations. Incident Response Plan An Incident Response Plan outlines the process of identifying, prioritizing, communicating, assigning and tracking confirmed incidents through to resolution. Incident Response Plan Testing The Incident Response Plan is periodically tested via tabletop exercises or equivalents. When necessary, Management makes changes to the Incident Response Plan based on the test results. Tracking a Security Incident Identified incidents are documented, tracked, and analyzed according to the Incident Response Plan. Risk Assessment Vendor Risk Assessment New vendors are assessed in accordance with the Vendor Risk Management Policy prior to engaging with the vendor. Reassessment occurs at least annually. Risk Assessment and Treatment Policy A Risk Assessment and Treatment Policy governs the process for conducting risk assessments to account for threats, vulnerabilities, likelihood, and impact with respect to assets, team members, customers, vendors, suppliers, and partners. Risk tolerance and strategies are also defined in the policy. Risk Assessment Formal risk assessments are performed, which includes the identification of relevant internal and external threats related to security, availability, confidentiality, and fraud, and an analysis of risks associated with those threats. Risk Register A risk register is maintained, which records the risk mitigation strategies for identified risks, and the development or modification of controls consistent with the risk mitigation strategy. Vendor Risk Management Policy A Vendor Risk Management Policy defines a framework for the onboarding and management of the vendor relationship lifecycle. Vendor Due Diligence Review Vendor SOC 2 reports (or equivalent) are collected and reviewed on at least an annual basis. Network Security Endpoint Security Company endpoints are managed and configured with a strong password policy, anti-virus, and hard drive encryption Automated Alerting for Security Events Alerting software is used to notify impacted teams of potential security events. Logging and Monitoring for Threats Logging and monitoring software is used to collect data from infrastructure to detect potential security threats, unusual system activity, and monitor system performance, as applicable. Network Traffic Monitoring Security tools are implemented to provide monitoring of network traffic to the production environment. Network Security Policy A Network Security Policy identifies the requirements for protecting information and systems within and across networks. Restricted Port Configurations Configurations ensure available networking ports, protocols, services, and environments are restricted as necessary, including firewalls. Access Security Access to Product is Restricted Non-console access to production infrastructure is restricted to users with a unique SSH key or access key Least Privilege in Use Users are provisioned access to systems based on principle of least privilege. Complex Passwords Personnel are required to use strong, complex passwords and a second form of authentication to access sensitive systems, networks, and information Encryption and Key Management Policy An Encryption and Key Management Policy supports the secure encryption and decryption of app secrets, and governs the use of cryptographic controls. Access Control and Termination Policy An Access Control and Termination Policy governs authentication and access to applicable systems, data, and networks. Asset Inventory A list of system assets, components, and respective owners are maintained and reviewed at least annually Unique Access IDs Personnel are assigned unique IDs to access sensitive systems, networks, and information Administrative Access is Restricted Administrative access to production infrastructure is restricted based on the principle of least privilege. Removal of Access Upon termination or when internal personnel no longer require access, system access is removed, as applicable. Encryption-at-Rest Service data is encrypted-at-rest. Encryption-in-Transit Service data transmitted over the internet is encrypted-in-transit. Physical Security Physical Security Policy A Physical Security Policy that details physical security requirements for the company facilities is in place. Communications Communication of Security Commitments Security commitments and expectations are communicated to both internal personnel and external users via the company's website. Description of Services Descriptions of the company's services and systems are available to both internal personnel and external users. Terms of Service Terms of Service or the equivalent are published or shared to external users. Communication of Critical Information Critical information is communicated to external parties, as applicable. Privacy Policy A Privacy Policy to both external users and internal personnel. This policy details the company's privacy commitments. Confidential Reporting Channel A confidential reporting channel is made available to internal personnel and external parties to report security and other identified concerns.