01. Describe the company.
Add your industry, team size, operating history, record types, and record language. Identify who can review a licensing discussion.
The fit check returns an initial summary. It does not require files or system access.
02. Define the records.
Identify a workflow, its time span, and the records that connect a problem to its outcome. Note missing history, third-party content, and known restrictions.
Use the data inventory template to prepare a description with your team.
03. Review an opportunity.
Origin helps organize the initial questions and coordinate a discussion when appropriate. You approve who receives your company information.
A potential buyer evaluates the records against its needs. Any proposed evaluation access needs an agreed scope.
04. Assess the terms.
Your company reviews the proposed license and decides whether to proceed. Confirm the records, permitted uses, delivery requirements, and payment conditions.
- Use the diligence checklist to review a specific proposal.
| Topic | Question |
|---|---|
| Scope | Which records and date range are included? |
| Use | Who can use the records, and for what purpose? |
| Handling | How are access, retention, and deletion managed? |
| Payment | What is paid, and what triggers payment? |