Compliance and trust posture
Trust center
Guardrails that keep the product credible as it scales.
This page is the short-form answer for employers, legal reviewers, and internal stakeholders who need to understand how HomeBenefit OS protects employee choice, data boundaries, and claim discipline.
Control lane
The product is designed to behave like a benefit, not a lead funnel.
HomeBenefit OS is positioned around education, planning, and employee choice. It does not sell paid provider placement, referral-fee routing, or hidden ranking logic.
Hard rules
- No referral-fee logic or pay-to-rank placement.
- No mortgage application workflow or agent assignment engine.
- No personalized legal, tax, or individualized financial advice.
- Guest experts participate in an educational capacity only.
Controls already in place
- Role-based workspace access for employee, employer admin, and ops admin users.
- Aggregate-only employer reporting with suppression thresholds for smaller cohorts.
- Audit logging for sensitive admin actions and report exports.
- Program provenance, review-state, and freshness tracking in operations workflows.
Data boundaries
The most important answer is still who can see what.
Aggregate engagement, readiness distribution, exportable pilot summaries, and employer-side operational settings. They do not see private employee planning inputs, milestone histories, or vault metadata.
Current enterprise gaps
The product is stronger when these are stated plainly.
SSO and SCIM provisioning are not yet productized.
Fine-grained employer sub-roles and admin approval flows are still pending.
Export approval, retention, and disclosure controls are still lightweight.
Trust-center materials are present but not yet a full procurement package.