By default, EVP Office sends no Personally Identifiable Information (PII) or Sensitive Personal Information (SPI) about the decedent or their estate to EVP Systems—only the security identifiers and the evaluation date are transmitted. The decedent’s name, the portfolio title, account number, the portfolio filename, and even the lot sizes are only stored locally, in the .EVP file.
Information about the user and the machine are sent with each evaluation, for billing and auditing purposes: the EVP Systems Account Code, the user’s Windows username, the EVP Administrator username (if in use), the application name and version, and the machine’s disk drive serial number. The delivery of the usernames can be turned off, but doing so prevents identification of specific evaluations with specific users via the invoice.
EVP Office users can also optionally send “Passthrough” information to EVP Systems with each evaluation. This is then returned with the invoice, allowing each evaluation to be identified. “Passthrough” data can be set to automatically mirror the portfolio’s filename, the decedent’s name, the portfolio account filed, or a combination of the decedent’s name, the account, the evaluation date, and the report type. “Passthrough” data can also be set to be an arbitrary text field on the application’s main screen.
EVP Systems respects the European General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA).