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Resources

SOC 2 Report

We are pleased to share our finalized SOC 2 Type 2 report. Protecting the confidentiality and integrity of your data is our highest priority. This independent assessment reflects our ongoing commitment to maintaining a robust and proven security posture

2026 Penetration Test Confirmation

We are pleased to share the formal Attestation of the annual external Penetration Test for Pathify, conducted by an independent third-party security firm between February 2026 and March 2026.

Higher Education Community Vendor Assessment Tool (HECVAT) - 4.1.6 (2026)

Pathify simplifies vendor risk assessments for higher education institutions by offering a completed Higher Education Community Vendor Assessment Tool (HECVAT). By providing full transparency into our data privacy practices, infrastructure, and security controls, Pathify helps IT and information security teams verify compliance quickly and accelerate procurement.

Voluntary Product Accessibility Template (VPAT)

This document is the 2026 VPAT v2.5 (and includes a summary view of the Pathify position as it relates to applicable concerns and the ethical position informing that position, and a strict compliance statement, criteria by criteria against Web Content Accessibility Guidelines 2.2 AA (WCAG 2.2AA)

Acceptable AI Policy (AAIP)

Governs the permitted and prohibited uses of the AI Agent and AI features within Pathify systems, organized by AI Agent function and by how each function is treated under Colorado Senate Bill 26-189 and analogous state frameworks. It sets out what data reaches the model provider, the per-data-point controls the institution holds, the FERPA school official architecture, and how each function is classified for automated decision-making purposes

Data Processing Addendum (DPA)

Pathify's data processing terms as processor, covering security measures, subprocessors, cross-border transfer mechanisms, breach notification, and jurisdiction-specific terms for the United States, EEA, Switzerland, the United Kingdom, Australia and New Zealand. Schedule 5 lists the subprocessors in effect as of its Last Updated date.

CXP Terms of Use

The terms that apply to individuals using the Campus Experience Platform, including acceptable use, use of the AI Agent, intellectual property, security and privacy, and accessibility. These sit alongside the agreement between Pathify and the institution rather than replacing it.

CXP Privacy Policy

Pathify's published privacy policy for the Campus Experience Platform ("CXP"), addressed to the students, applicants, faculty, staff and alumni who use it.

Pathify Testing Methodologies

The purpose of this document is to describe the testing methodologies Pathify conducts regularly on its codebase and internal systems to ensure that the Pathify software is snappy and secure and that Pathify’s internal systems are within widely adopted industry standards.

Monitoring

Continuously monitored by Secureframe

Compliance

SOC 2 Type 2

Texas RAMP

Monitoring

Change Management

Secure Development Policy
A Secure Development Policy defines the requirements for secure software and system development and maintenance.
Change Management Policy
A Change Management Policy governs the documenting, tracking, testing, and approving of system, network, security, and infrastructure changes.
Software Change Testing
Software changes are tested prior to being deployed into production.
Configuration and Asset Management Policy
A Configuration and Asset Management Policy governs configurations for new sensitive systems
Production Data Use is Restricted
Production data is not used in the development and testing environments, unless required for debugging customer issues.
Segregation of Environments
Development, staging, and production environments are segregated.
Approval for System Changes
System changes are approved by at least 1 independent person prior to deployment into production.

Availability

High Availability Configuration
The system is configured for high availability to support continuous availability, when applicable.
Business Continuity and Disaster Recovery Policy
Business Continuity and Disaster Recovery Policy governs required processes for restoring the service or supporting infrastructure after suffering a disaster or disruption.
Backup Restoration Testing
Backed-up data is restored to a non-production environment at least annually to validate the integrity of backups.

Organizational Management

Organizational Chart
Management maintains a formal organizational chart to clearly identify positions of authority and the lines of communication, and publishes the organizational chart to internal personnel.
Disciplinary Action
Personnel who violate information security policies are subject to disciplinary action and such disciplinary action is clearly documented in one or more policies.
New Hire Screening
Hiring managers screen new hires or internal transfers to assess their qualifications, experience, and competency to fulfill their responsibilities. New hires sign confidentiality agreements or equivalents upon hire.
Performance Review Policy
A Performance Review Policy provides personnel context and transparency into their performance and career development processes.
Cybersecurity Insurance
Cybersecurity insurance has been procured to help minimize the financial impact of cybersecurity loss events.
Independent Advisor
The board of directors or equivalent entity function includes senior management and external advisors, who are independent from the company's operations. An information security team has also been established to govern cybersecurity.
Information Security Policy
An Information Security Policy establishes the security requirements for maintaining the security, confidentiality, integrity, and availability of applications, systems, infrastructure, and data.
Code of Conduct
A Code of Conduct outlines ethical expectations, behavior standards, and ramifications of noncompliance.
Internal Control Policy
An Internal Control Policy identifies how a system of controls should be maintained to safeguard assets, promote operational efficiency, and encourage adherence to prescribed managerial policies.
Information Security Program Review
Management is responsible for the design, implementation, and management of the organization’s security policies and procedures. The policies and procedures are reviewed by management at least annually.
Roles and Responsibilities
Information security roles and responsibilities are outlined for personnel responsible for the security, availability, and confidentiality of the system.
Acceptable Use Policy
An Acceptable Use Policy defines standards for appropriate and secure use of company hardware and electronic systems including storage media, communication tools and internet access.
Performance Reviews
Internal personnel are evaluated via a formal performance review at least annually

Confidentiality

Access to Customer Data is Restricted
Access to, erasure of, or destruction of customer data is restricted to personnel that need access based on the principle of least privilege.
Data Classification Policy
A Data Classification Policy details the security and handling protocols for sensitive data.
Data Retention and Disposal Policy
A Data Retention and Disposal Policy specifies how customer data is to be retained and disposed of based on compliance requirements and contractual obligations.

Vulnerability Management

Third-Party Penetration Test
A 3rd party is engaged to conduct a network and application penetration test of the production environment at least annually. Critical and high-risk findings are tracked through resolution.
Vulnerability and Patch Management Policy
A Vulnerability Management and Patch Management Policy outlines the processes to efficiently respond to identified vulnerabilities.

Incident Response

Incident Response Plan
An Incident Response Plan outlines the process of identifying, prioritizing, communicating, assigning and tracking confirmed incidents through to resolution.
Tracking a Security Incident
Identified incidents are documented, tracked, and analyzed according to the Incident Response Plan.
Incident Response Plan Testing
The Incident Response Plan is periodically tested via tabletop exercises or equivalents. When necessary, Management makes changes to the Incident Response Plan based on the test results.
Lessons Learned
After any identified security incident has been resolved, management provides a "Lessons Learned" document to the team in order to continually improve security and operations.

Risk Assessment

Vendor Risk Management Policy
A Vendor Risk Management Policy defines a framework for the onboarding and management of the vendor relationship lifecycle.
Risk Assessment and Treatment Policy
A Risk Assessment and Treatment Policy governs the process for conducting risk assessments to account for threats, vulnerabilities, likelihood, and impact with respect to assets, team members, customers, vendors, suppliers, and partners. Risk tolerance and strategies are also defined in the policy.
Risk Register
A risk register is maintained, which records the risk mitigation strategies for identified risks, and the development or modification of controls consistent with the risk mitigation strategy.
Risk Assessment
Formal risk assessments are performed, which includes the identification of relevant internal and external threats related to security, availability, confidentiality, and fraud, and an analysis of risks associated with those threats.
Vendor Due Diligence Review
Vendor SOC 2 reports (or equivalent) are collected and reviewed on at least an annual basis.

Network Security

Network Security Policy
A Network Security Policy identifies the requirements for protecting information and systems within and across networks.
Endpoint Security
Company endpoints are managed and configured with a strong password policy, anti-virus, and hard drive encryption
Automated Alerting for Security Events
Alerting software is used to notify impacted teams of potential security events.

Access Security

Access Control and Termination Policy
An Access Control and Termination Policy governs authentication and access to applicable systems, data, and networks.
Encryption-at-Rest
Service data is encrypted-at-rest.
User Access Reviews
System owners conduct scheduled user access reviews of production servers, databases, and applications to validate internal user access is commensurate with job responsibilities.
Unique Access IDs
Personnel are assigned unique IDs to access sensitive systems, networks, and information

Communications

Communication of Critical Information
Critical information is communicated to external parties, as applicable.
Communication of Security Commitments
Security commitments and expectations are communicated to both internal personnel and external users via the company's website.