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Information stored by EverBright, be that installer details, customer data, financial transactions, etc. need to be protected. This is to prevent that information from being misused by third parties for illicit activities. The following SOP provides guidance for the appropriate release of customer information.
Installer(s)/ Job Information
Only organization administrators can access information regarding an organization’s financials, such as milestone payments, reporting, etc.
Job information can be shared with an organization admin or a user that is assigned to the job. Information cannot be released to salespeople or other users that are not assigned to the job.
Personally Identifiable Information (PII) should not be included in any EverBright related documents per NextEra’s’ compliance policy. Support reps should review all document request before moving them to configuration to ensure that no line items for sensitive information are requested to be included in the document. An example of this would be a text field for the client's social security # in a HIC document. Other examples of PII information:
Passport number
Driver's license number
Banking information - account numbers
Homeowners
The following items should never be released to anyone seeking details of a homeowner’s account. This list is not exhaustive and should be used as guidance when receiving inquiries:
Social security number
Homeowner name
Banking information (checking/ savings, debit/credit card numbers)
Mailing address
E-mail address
Phone number