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Request brief template
Copy this template into an internal document. Replace the bracketed text. Do not put a private archive, customer record, secret, or health record into this template.
1. Data family
[Describe the family in plain language. If the request concerns health data, stop at research and status. Do not use this template as health intake.]
2. Intended use and environment
[Describe the product or research context at a high level.][State whether the use is internal, customer-facing, evaluation, or another reviewed purpose.]
Intended use helps scope a review. It is not permission to use the data. The final license and applicable review decide what is allowed.
3. Specification
Languages: [language or unknown]Domains or subjects: [scope or unknown]Formats: [format or unknown]History depth: [period or unknown]Labels or metadata: [description or none known]Filters and exclusions: [description]
4. Volume and unit
Requested volume: [amount or unknown]Unit: [record, conversation, file, token, hour, or other]Minimum useful sample: [amount or unknown]
Use unknown rather than an unsupported estimate. A number is useful only when its unit and source are clear.
5. License and term
License shape: [non-exclusive, exclusive, or needs review]Term: [requested term or needs review]Deletion or return requirement: [requested requirement or needs review]Delivery cadence: [one-time, batch, or needs review]
The current Rightmark buyer workflow treats scope, use, term, exclusivity, delivery, and deletion as written deal terms. This worksheet records a request for review. It is not an agreed license.
General information, not legal advice.
6. Evaluation and security
Sample format: [redacted sample, schema, or no sample requested]Security requirements: [encryption, access, residency, retention, or needs review]DPA or deletion requirements: [description or needs review]Review contact role: [role, not a private person’s details]
What a scoping response can cover
After a request is received, a response can state what is known about source systems, scope, formats, timing, and evidence. It can propose a written scope by email. The current buyer process describes evaluation reports and scrubbed samples under a confidentiality agreement, followed by written use and delivery terms, owner-system batches, and deletion certification where agreed.
General information, not legal advice.
Do not turn this into a promise. The response should separate known, needs evidence, and not available for this request.
Do not include
- A buyer name, private company detail, or unverified relationship.
- Customer records, employee records, direct messages, privileged material, credentials, or a private archive.
- A price, availability statement, demand statement, or claim that a source is exclusive.
- Health records or a health intake. Health-related requests remain research and status only.
Rightmark does not take health data yet (patient records, medical imaging or veterinary records), until a HIPAA program and vendor agreements are in place.
Sources
- Rightmark: Buyers