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Use this checklist with Entelligence’s security and commercial teams. Do not treat a dashboard label or public marketing statement as a contractual commitment.

Evidence already available

Commercial

  • Which products and connectors are included?
  • How are seats, tokens, overages, Model Router balance, and provider charges measured?
  • What are invoice, renewal, refund, and credit-expiry terms?
  • Which usage limits apply?
  • What happens when a limit is reached?

Security and privacy

  • Which certifications and reports are current?
  • Which subprocessors and model providers are used?
  • Are customer inputs or outputs used for training?
  • What are product-specific retention and deletion periods?
  • Which processing regions and transfers apply?
  • How are secrets encrypted, accessed, and rotated?
  • How is tenant isolation tested?
  • What support and debugging access exists?
  • Which penetration-testing rules apply?

Identity and audit

  • Are SSO/SAML, SCIM, MFA, and domain enforcement included?
  • Which roles and task permissions exist?
  • Which actions are audited?
  • Can audit events be exported to a SIEM?
  • How long are audit events retained?
  • How are sessions revoked?

Reliability and support

  • Availability commitment
  • Support hours and severity definitions
  • Backup and recovery objectives
  • Incident-notification timeline
  • Status page and escalation path
  • Change and maintenance windows
  • Hosted and customer responsibility split

Exit

  • Export formats and assistance
  • Data-deletion process and evidence
  • Connector and credential revocation
  • Historical analytics behavior
  • Backup expiry
  • Account closure and final invoice

Next step

Build the rollout plan with the administrator checklist and retain approved answers with the security review.