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Guide

What goes into a dataset summary

By SourceX Editorial · Updated

Draft under editorial review.

Short answer

A dataset summary tells a buyer what's inside without showing the data: systems, years, volumes, fields, what was removed and the allowed uses. You approve it before it's shared.

How it works at a glance

  1. 01

    Supply

  2. 02

    Rights

  3. 03

    Preparation

  4. 04

    Approval

  5. 05

    Delivery

What to know#

  • Systems and record types
  • Years and approximate volume
  • Fields included and removed
  • Allowed uses and restrictions

What to check#

  • Check every field listed
  • Confirm removals are described accurately
  • Approve before sharing

How SourceX handles it#

  • We assess fit before you share anything.
  • Rights and laws are reviewed deal by deal with counsel.
  • Personal details are removed and checked.
  • Your company approves every release.

Quick check#

Quick check
QuestionIf yesIf no
Are your rights clear?Move to preparationReview contracts first
Can you export the records?Plan the exportWe'll guide alternatives

Check your fit

FIT ASSESSMENT / 0 OF 5 ANSWERED0%

Q1 / 05 · COMPANY SIZE

How many full-time employees at your peak?

Full-time employees at peak headcount (excluding contractors)

Frequently asked questions

Does the summary reveal my data?

No. It describes the dataset without including records.

Is this legal advice?

No. It's general guidance; your counsel should review your deal.

Related

General information, not legal advice. Editorial policy.

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