Privacy Assist RFI: Fast Answers for Third-Party RFIs

Not every partner shares assessments through SafeGuard Privacy, but that doesn't mean starting from zero. Privacy Assist RFI draws on everything you've already built here, past and present, to draft answers for any inbound RFI. Upload the spreadsheet, any additional source documents, review the answers, export a finished file. What used to take days now takes hours.

About Privacy Assist RFI

Privacy Assist™ RFI reviews your incomplete RFI against your uploaded documents and policies, then suggests answers for each assessment question. You decide whether to accept, edit, or reject every suggestion. Nothing gets submitted without your review. You can export the completed RFI in the same format it was received to respond and share with your partners. Privacy Assist RFI answers only from your SafeGuard Privacy workspace and what you upload — assessments grounded in real regulatory obligations and industry-standard IAB modules. Unlike a generic AI tool, it never guesses, and unlike building your own, we handle the updates for you.

Privacy Assist™ AI suggestions are based on your documentation processed by AI algorithms and may be incorrect. SafeGuard Privacy does not provide legal advice. You should always confirm your answers and consult counsel.

Getting Started

Privacy Assist RFI can be accessed from the Privacy Assist menu in the left-hand navigation.

Adding Your RFI and Source References

Click Upload Your RFI. The file must be an XLS or XLSX spreadsheet formatted for questions and answers.

Your RFI file should look something like this, with a question, answer, and comment format. Privacy Assist will read the entire document to identify questions it needs to answer.

Privacy Assist will take a few minutes to analyze the RFI file and identify the questions it needs to answer. While it's doing this, you can add Sources for the AI to reference for answers. Click **Add Reference Documents**.

You can use different types of documents and information sources as references, and you can add more than one. - **Completed Assessment:** Put your information to work. Select any SafeGuard Privacy or IAB Diligence Assessment in your workspace. - **Completed RFI:** Upload a spreadsheet you've already filled out for another partner. Privacy Assist can pull answers from it. - **Company Policies:** Upload your public privacy policy, data flow documents, or similar materials. - **URL:** Link to a live privacy policy or technical page on your website that answers relevant questions.

Your completed assessments and questionnaires will likely answer many of the questions in the RFI. Click **Attach Completed Assessment**.

Choose one or more assessments, and select **Add Source** for an assessment.

You can upload an existing RFI or document from your local computer. Click **Done** once the files have been scanned.

Privacy Assist will need to analyze each source document and URL.

Running Privacy Assist Analysis

Once you've added your incomplete RFI and reference sources and they have been analyzed, click **Start Privacy Assist**. Privacy Assist will get to work. Completion time can vary based on several factors, including the number of questions in the RFI and the number of documents referenced. You can leave this window while it's working. You'll get a notification and an email when it's finished.

Reviewing and Editing Generated Responses

Once Privacy Assist finishes, results appear at the bottom of the page, showing how many questions it found in the original RFI, how many it could answer from your sources, and how many comments it generated. Click **View Results**.

You can review each original question, suggested answer, and suggested comment. Two non-answers may appear: - **Not Sure:** Found some information related to the question, but not enough to provide an answer. - **Not Found:** Found no relevant information in the source documents. To review the suggestion, click **Show Analysis**.

The analysis will provide Privacy Assist's reasoning for the suggestion as well as the source documents it referenced.

If you're satisfied with the answer, click the **green checkbox** to confirm. If you want to make changes, click **Edit**.

Approved answers have a solid green checkbox.

Click "Edit" to make any changes.

Click in the boxes to make changes. Click the **green checkbox** to save the new answer, or **Cancel** to undo it.

As an alternative to using the green checkbox for each question, you can click **Accept All** at the top to confirm each answer from Privacy Assist. You can and should also review the output in the spreadsheet. **Note:** Privacy Assist is AI and can make mistakes. You should always review your answers and consult counsel.

Click the expand arrow to view the source documents used in this scan.

When you're finished reviewing, click **Export RFI**. Privacy Assist compiles the answers back into your original RFI spreadsheet. Your computer will then download a zip file containing the completed RFI and all source documents you provided.

Privacy Assist will provide you with a new RFI file with your answers populated. You should review your answers for any potential mistakes.

Your RFI Database

The results for each Privacy Assist RFI scan are saved in your workspace on the RFI screen. Click the **Completed RFIs** button or scroll down the page.

You can review them at any time. Click **Open** to see the responses.

Need support?

If you want to learn more about Privacy Assist RFI, please contact [Support](https://mailto:support@safeguardprivacy.com).