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5. Information Sharing Agreements
From our pre-IIW meeting:
- Pattern 1: Personal RFP: pRFP, value added, read & use for lifetime of pRFP, statistical aggregation, communications via service broker
- Pattern 2: Transit Authority: geolocation data, read & use indefinitely, no value added, no communications channel, statistical aggregation
- Pattern 3: Road Warrior Program: geolocation data, read & use indefinitely, value added, communications channel: device specific (GPS interface)
- Pattern 4: Usage optimization:use data, read & use indefinitely, value added (advice), communications channel: notification (SMS, email), power of attorney
Pattern 5: Relationship maintenance, maintaining contact info in purpose binding way
Need to tie collection/updates to purpose binding. Roles: Marketing , & Sales, Operations (business as usual, purpose binding is specific to that business), Customer Service (purpose binding to fix a problem), Finance (payment). Last three are categories, but marketing & sales need needs more granularity.
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From Iain (copied from previous meeting notes):
1) Capture for hidden use
- fraud
- direct marketing
- data sharing (free)
- data sharing (for money)
- re-mixing
- aggregation
Includes:
- behavioural tracking
- location analysis
Characterised by:
- confusing or hidden ToUse
- high level purpose descriptions
2) Over-capture for proposed use
- analysis
3) Capture for unknown future use
4) Capture driven by regulation
5) Capture because it is easier than not capturing
6) Holding longer than needs be
7) Holding in formats that could be bettered
8) Making accessible too broadly
9) Making accessible without masking
10) Gathering without governance
11) Gathering without maintenance planFor Sales & Marketing: "I will give you this data, connection to current contact info, so that you can reach me." - dealing with what do I want to hear about, how, and when (frequency and duration); purpose binding to allow marketing to an individual.
Pattern 6: Sharing reviews/endorsements
6. Action Items Review
- Iain
- Joe - update on PII conf next week
- Joe - follow up with Doc re: CRM + VRM conference
- Judi
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