Proof

Technical Account Manager Service Description

The Technical Account Manager (TAM) Service provides Subscribers with a dedicated, trained Proof specialist who understands their unique account and business processes to proactively monitor and manage technical health, swiftly resolve escalated issues, support lifecycle changes, and serve as a direct liaison to Proof product experts, ensuring minimized risk and maximized uptime under the governance of Proof's General Terms.

Objectives

With a Technical Account Manager ("TAM"), Subscriber receives direct access to a named Proof specialist trained to support Subscriber’s transactions. The specialist will be onboarded and trained to understand Subscriber’s unique Proof account configuration and business processes. The TAM will mitigate risk with escalated issue resolution and direct access to Proof product experts. The TAM will also maximize Subscriber uptime by proactively monitoring the technical health and performance of Subscriber’s Proof instance. The TAM Service ensures proper management of Subscriber’s account and technical components of Subscriber’s transactions. This Technical Account Manager Service Description describes the TAM Service in more detail. The performance of the TAM Service is governed by the Proof General Terms. Capitalized terms not otherwise defined have the meanings given in the General Terms, the Proof Glossary, or the Technical Account Manager Service Description. In the event that Subscriber has separately negotiated an agreement in lieu of the General Terms, that separately negotiated agreement shall govern the TAM Service.

Due to business continuity considerations (out of office, leave, etc.) Proof will assign one primary TAM and one backup TAM to Subscriber. Subscriber will only interface with the primary TAM on an ongoing basis unless the primary TAM is unavailable.

Approach and Activities

The following approach and activities are included within the scope of the TAM Service. Not all activities will necessarily be performed.

Scope:

  • Lifecycle Support: Proactively helps Subscriber navigate the complexity of new product functionality, APIs, and configuration best practices; ongoing support during major infrastructure and architecture changes
  • Issue Ownership and Resolution: Prioritizes and resolves issues quickly with in-depth knowledge of your technical account history and serves as a direct link to other Proof stakeholders as part of an escalation
  • Support Utilization Reporting: Maintains and reviews reporting on Subscriber support health and engagement including updates on open support tickets and engineering/product requests
  • Support Blueprint: Maintains a technical support account profile of Subscriber’s Platform infrastructure, architecture, and key integration dependencies to ensure supportability of business-critical applications
  • Product Advocacy: Facilitate collaboration by submitting and advocating for Subscriber’s product needs and providing visibility into Proof’s product roadmap, enabling two-way transparency into development processes

How the Service Works:

  • Proof will provide inbound support channels to the TAM
  • The TAM will work with Subscriber to determine the best availability hours to support Subscriber workflows and success needs
  • To ensure expedient handling of your support inquiry by the TAM, Subscriber should provide the following:
    • A brief summary of the issue or error a user is encountering, including if they are using a desktop or mobile device
    • The email address of a Signatory or a Participant experiencing the problem
    • Your Proof account/organization ID for the impacted organization
    • The impacted Proof Transaction ID, if applicable
    • A screenshot of the issue and any error message(s), if applicable
  • Closed loop issue resolution confirmation from the TAM
  • The TAM will provide recurring support metric reporting

Disclaimer

In the interest of expedient resolution of a Subscriber support inquiry, Proof reserves the right to assign Subscriber’s request to the next best available support agent in the event your TAM is unavailable. From time to time, Proof, in its sole discretion, may assign an alternate or replace the TAM to ensure business continuity.

Warranty

The TAM Service will be performed in a professional and workmanlike manner. Proof will operate and provide services during the business hours of 8 AM to 5 PM Eastern Time Monday to Friday using commercially reasonable efforts to resolve any issues related to the objectives outlined in this Technical Account Manager Service Description document. For the avoidance of doubt, Proof does not make any warranties as to the results that may be obtained upon the completion of this TAM Service engagement or from Subscriber’s use of the TAM Service.

Ownership

Except for the rights expressly granted under this Technical Account Manager Service Description, Proof retains all right, title, and interest in and to the TAM Service, including all related intellectual property rights. Proof will own all rights, title, and interest in any work product produced as part of the TAM Service ("Work Product"), including all intellectual property rights. Proof grants to Subscriber a worldwide, non-exclusive, non-transferable, non-sublicensable right to use the Work Product solely for Subscriber’s internal business purpose and solely with the Proof Services separately licensed.


Priority Levels and Incident Management

Priority LevelConditions
Level 1Critical Business Impact. The Incident seriously affects the functionality of the Services (or component thereof) and cannot be circumvented such that most of the significant functionality of the Services (or component thereof) is available.
Level 2Significant Business Impact. The Incident partially affects the functionality of the Services (or component thereof), but can be circumvented so that most of the significant functionality of the Services (or component thereof) is available.
Level 3Minimal Business Impact. The Incident can be circumvented such that the Services (or component thereof) can be used with only slight inconvenience. The problem can be considered insignificant and has no significant effect on the usability of the Services (or component thereof).

Conditions for Closure of Help-Desk Ticket

  • Level 1: The Incident is considered resolved and closed when an Incident Resolution has been fully implemented.
  • Level 2: The Incident is considered resolved and closed when an Incident Resolution has been fully implemented.
  • Level 3: The Incident is considered resolved and closed when one of the following occurs: (i) an Incident Resolution has been fully implemented, or (ii) 10 business days have elapsed since Proof’s communication of the information that Proof reasonably believes will resolve the Incident (communicated by email to Subscriber’s designated contact for such Incident), and Subscriber has not responded to Proof. The Incident can be reopened later if it has not been resolved.

On-Demand Notary Availability Downtime Credits

Cumulative On-Demand Notary Availability Downtime (in a given calendar month as measured by Proof monitoring systems, converted to minutes):

  • Up to 240 minutes: No On-Demand Notary Downtime Credit
  • 241-360 minutes: 1%
  • 361-480 minutes: 3%
  • 481-600 minutes: 5%
  • 601 minutes or greater: 7%

Platform Availability Percentage Downtime Credits

Platform Availability Percentage (in a given calendar month as measured by Proof monitoring systems):

  • 99.9% or higher: No Platform Downtime Credit
  • 97% - 99.9%: 1%
  • 95% - 97%: 3%
  • 93% - 95%: 5%
  • Below 93%: 7%

Incident Priority Response Times

Incident PriorityAcknowledgement Time (During Business Hours)Provision of Incident Resolution or Interim ProcessIf Interim Process is provided, Maximum Timeframe for Provision of Incident Resolution
Level 11 hour8 hours36 hours
Level 24 hours24 hours5 days

Personal Information Categories (California)

Personal Information CategorySource(s) of CollectionBusiness or Commercial Purpose(s) for Collection/UseThird Parties, Service Providers, and Contractors Receiving Personal Information CategoryRetention Period
Personal IdentifiersDirectly from you; indirectly from you as you navigate or use our Services; notaries; data analytics providers; social networks; advertising networks; internet or mobile service providers; counterparties in a transaction; credential analysis companies; identity verification services. For job applicants: directly from you; background check providers; recruiters; recruiting software providers.Provide you with our Services; communicate with you; protect and secure our environment; verify, maintain, improve, upgrade, or enhance a product or service; identify and repair errors; advertise or market to you. For job applicants: assess your application; satisfy legal obligations.Affiliates; advertising networks; social networks; technology service providers; customer relationship management providers; payment processors; mobile application platforms; tag management platforms; video sharing platforms; notaries; customer support platforms; data analytics providers; marketing platforms; mobile linking platforms; counterparties in a transaction; single sign-on providers; collaboration software providers; customer engagement and communication platforms; identity verification and anti-fraud solution providers; background screening companies; mortgage process digitization providers; electronic signature and digital transaction management providers; financial services companies; web mapping platforms.The length of your business relationship with us plus any legally required additional retention period for this category of Personal Information following conclusion of your business relationship with us or as long as business needs require, whichever is longer.
California Customer Records Personal InformationDirectly from you; counterparties in a transaction; credential analysis companies; identity verification services. For job applicants: directly from you; background check providers; recruiters; recruiting software providers.Provide you with our Services; communicate with you; protect and secure our environment; verify, maintain, improve, upgrade, or enhance a product or service; identify and repair errors; advertise or market to you. For job applicants: process your application; satisfy legal obligations.Affiliates; advertising networks; social networks; technology service providers; customer relationship management providers; payment processors; mobile application platforms; tag management platforms; customer support platforms; data analytics providers; marketing platforms; mobile linking platforms; counterparties in a transaction; collaboration software providers; customer engagement and communication platforms; identity verification and anti-fraud solution providers; background screening companies; mortgage process digitization providers; electronic signature and digital transaction management providers; financial services companies; web mapping platforms.The length of your business relationship with us plus any legally required additional retention period for this category of Personal Information following conclusion of your business relationship with us or as long as business needs require, whichever is longer.
Characteristics of protected classificationsDirectly from you; indirectly from you as you navigate or use our Services; notaries; data analytics providers; social networks; advertising networks; internet or mobile service providers; counterparties in a transaction; credential analysis companies; identity verification services. For job applicants: directly from you; background check providers; recruiters; recruiting software providers.Provide you with our Services; communicate with you; protect and secure our environment; verify, maintain, improve, upgrade, or enhance a product or service; identify and repair errors; advertise or market to you; meet our legal obligations.Affiliates; advertising networks; social networks; technology service providers; customer relationship management providers; payment processors; mobile application platforms; tag management platforms; video sharing platforms; notaries; customer support platforms; data analytics providers; marketing platforms; mobile linking platforms; counterparties in a transaction; collaboration software providers; customer engagement and communication platforms; identity verification and anti-fraud solution providers; background screening companies; mortgage process digitization providers; electronic signature and digital transaction management providers.The length of your business relationship with us plus any legally required additional retention period for this category of Personal Information following conclusion of your business relationship with us or as long as business needs require, whichever is longer.
Commercial informationDirectly from you; indirectly from you as you navigate or use our Services; notaries; data analytics providers; social networks; advertising networks; internet or mobile service providers; counterparties in a transaction.Provide you with our Services; communicate with you; protect and secure our environment; verify, maintain, improve, upgrade, or enhance a product or service; identify and repair errors; advertise or market to you; meet our legal obligations; maintain transaction records.Affiliates; advertising networks; social networks; technology service providers; customer relationship management providers; payment processors; mobile application platforms; tag management platforms; video sharing platforms; notaries; customer support platforms; data analytics providers; marketing platforms; mobile linking platforms; counterparties in a transaction; collaboration software providers; customer engagement and communication platforms; identity verification and anti-fraud solution providers; mortgage process digitization providers; electronic signature and digital transaction management providers; financial services companies; web mapping platforms.The length of your business relationship with us plus any legally required additional retention period for this category of Personal Information following conclusion of your business relationship with us or as long as business needs require, whichever is longer.
Biometric informationDirectly from you; indirectly from you as you navigate or use our Services; internet or mobile service providers; credential analysis companies; identity verification services.Provide you with our Services; communicate with you; protect and secure our environment; verify, maintain, improve, upgrade, or enhance a product or service; identify and repair errors; meet our legal obligations; maintain transaction records.Affiliates; technology service providers.The length of your business relationship with us plus any legally required additional retention period for this category of Personal Information following conclusion of your business relationship with us or as long as business needs require, whichever is longer.
Internet and other electronic network activity informationIndirectly from you as you navigate or use our Services; data analytics providers; social networks; advertising networks; internet or mobile service providers.Provide you with our Services; detect security incidents; protect against malicious, deceptive, fraudulent, or illegal activity; verify, maintain, improve, upgrade, or enhance a service or device that is owned or controlled by us; identify and repair errors; advertise or marketing to you; perform analytics.Affiliates; advertising networks; social networks; technology service providers; customer relationship management providers; payment processors; mobile application platforms; tag management platforms; video sharing platforms; customer support platforms; data analytics providers; marketing platforms; mobile linking platforms; single sign-on providers; collaboration software providers; customer engagement and communication platforms; identity verification and anti-fraud solution providers; mortgage process digitization providers; electronic signature and digital transaction management providers; financial services companies; web mapping platforms.The length of your business relationship with us plus any legally required additional retention period for this category of Personal Information following conclusion of your business relationship with us or as long as business needs require, whichever is longer.
Geolocation dataIndirectly from you; devices you use to access our Services; data analytics providers; social networks; advertising networks; internet or mobile service providers.Provide you with our Services; protect and secure our environment; verify, maintain, improve, upgrade, or enhance a product or service; identify and repair errors; advertise or market to you.Advertising networks; social networks; technology service providers; customer relationship management providers; mobile application platforms; tag management platforms; video sharing platforms; customer support platforms; data analytics providers; marketing platforms; mobile linking platforms; collaboration software providers; customer engagement and communication platforms; identity verification and anti-fraud solution providers; web mapping platforms.The length of your business relationship with us plus any legally required additional retention period for this category of Personal Information following conclusion of your business relationship with us or as long as business needs require, whichever is longer.
Sensory dataDirectly from you; indirectly from you as you navigate or use our Services; internet or mobile service providers; credential analysis companies; identity verification services.Provide you with our Services; communicate with you; protect and secure our environment; verify, maintain, improve, upgrade, or enhance a product or service; identify and repair errors; meet our legal obligations; maintain transaction records.Affiliates; technology service providers; counterparties in a transaction.The length of your business relationship with us plus any legally required additional retention period for this category of Personal Information following conclusion of your business relationship with us or as long as business needs require, whichever is longer.
Professional or employment-related informationDirectly from you; notaries; data analytics providers; social networks; advertising networks; counterparties in a transaction; credential analysis companies; identity verification services. For job applicants: directly from you; background check providers; recruiters; recruiting software providers.Provide you with our Services; communicate with you; protect and secure our environment; verify, maintain, improve, upgrade, or enhance a product or service; identify and repair errors; advertise or market to you. For job applicants: process your application.Affiliates; advertising networks; social networks; technology service providers; customer relationship management providers; payment processors; mobile application platforms; tag management platforms; video sharing platforms; notaries; customer support platforms; data analytics providers; marketing platforms; mobile linking platforms; counterparties in a transaction; collaboration software providers; customer engagement and communication platforms; identity verification and anti-fraud solution providers; background screening companies; mortgage process digitization providers; electronic signature and digital transaction management providers; financial services companies. For job applicants: Barring any legally required additional retention period, up to 7 years for non-hired applicants.The length of your business relationship with us plus any legally required additional retention period for this category of Personal Information following conclusion of your business relationship with us or as long as business needs require, whichever is longer.
Non-public education informationFor job applicants: directly from you; recruiting software providers; background check providers; recruiters.For job applicants: process your application.Affiliates; background screening companies; technology service providers. For job applicants: Barring any legally required additional retention period, up to 7 years for non-hired applicants.
Inferences drawn from any of the information identified above to create a profile about youIndirectly from you; devices you use to access our Services; data analytics providers; social networks; advertising networks; internet or mobile service providers.Provide you with our Services; advertise or market to you; perform analytics; maintain, improve, upgrade, or enhance a product or service.Affiliates; advertising networks; social networks; technology service providers; customer relationship management providers; mobile application platforms; tag management platforms; video sharing platforms; customer support platforms; data analytics providers; marketing platforms; mobile linking platforms; collaboration software providers; customer engagement and communication platforms; web mapping platforms.The length of your business relationship with us plus any legally required additional retention period for this category of Personal Information following conclusion of your business relationship with us or as long as business needs require, whichever is longer.