How we protect confidential capacity searches
Capacity seekers can use anonymous or confidential review, add excluded providers and keep sensitive detail inside the platform workflow until the request is ready to progress.
Read moreData handling
Data Handling
Capacity Network handles commercially sensitive marketplace data through structured profiles, private workflows, role-based access and audit records.
Trust centre
Reviewed 23 July 2026. Built for controlled insurance capacity and distribution workflows.
Ask about data handlingWhat Data The Platform Handles
The platform can hold user account details, company profile information, market objectives, capacity requests, provider appetite profiles, scheme opportunities, distribution outlets, territories, GWP ranges, exclusions and workflow notes.
It can also hold document metadata, uploaded due diligence files, introduction status, audit records, lead enquiries and email notification activity.
How Data Is Used
Marketplace data is used to operate the platform, review registrations, assess opportunity readiness, match appetite, manage conflicts, request documents, approve introductions and track outcomes.
Lead and enquiry data is used to respond to public form submissions and route interested organisations into the correct onboarding or review workflow.
Review And Retention
Operational data should be retained only for as long as needed for marketplace operation, legal, compliance, audit or legitimate business purposes.
Retention periods should be reviewed as the platform moves from launch into live commercial use, especially for documents, audit records and inactive accounts.
How provider anonymity works
Capacity providers and principals can use hidden or controlled visibility, so applicants see fit and process before provider identity is disclosed.
Read moreWhat happens before named disclosure
Named introductions can be gated by admin review, conflict checks, required document acceptance and mutual approval from both sides.
Read moreDocument security and access controls
Documents are attached to specific checklist items, requests or introductions, then reviewed and accessed through role-controlled portal workflows.
Read moreOperating Principles
- Collect data for defined marketplace purposes
- Keep commercially sensitive information inside controlled workflows
- Use role-based access for company and admin data
- Record important workflow actions in audit logs
- Review retention as the platform matures
Frequently asked questions
What types of marketplace data are collected?
The platform collects account, company, opportunity, appetite, scheme, document, introduction, lead, notification and audit information needed to operate the marketplace.
Why are audit records needed?
Audit records help platform admins understand changes to sensitive workflow items such as document decisions, disclosure gates, match approvals and introduction outcomes.