Charney Academy
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Charney Academy
Train every user, certify every course, and scale Charney knowledge through structured learning paths, assessments, authors, reports, and internal credentials.
Data Hub Permissions & Sensitive Data Certification
Covers governed data use, permission-sensitive resident and building intelligence, privacy, and responsible data handling.
Classify sample data requests into allowed, restricted, and escalation-required actions.
Progress
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Data Hub Permissions & Sensitive Data Certification
Data Hub Permissions & Sensitive Data credential validates data governance, privacy, permission judgment through viewed lessons, module checkpoints, and a final scenario assessment.
Assignments
Assignments live outside the module player so module progression stays focused on lessons followed by the assessment step.
Permissioned Data Overview Assignment
Permissioned Data Overview
Resident Intelligence Boundaries Assignment
Resident Intelligence Boundaries
Building Dashboards Assignment
Building Dashboards
Renewal Risk Signals Assignment
Renewal Risk Signals
Operations Intelligence Assignment
Operations Intelligence
Sensitive Data Handling Assignment
Sensitive Data Handling
Final Capstone Assignment
Course Modules
1. Permissioned Data Overview
3 lessons | Checkpoint assessment
Permissioned Data Overview must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Permissioned Data Overview Checkpoint
2. Resident Intelligence Boundaries
Locked3 lessons | Checkpoint assessment
Resident Intelligence Boundaries must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Resident Intelligence Boundaries Checkpoint
Pass Permissioned Data Overview Checkpoint
3. Building Dashboards
Locked3 lessons | Checkpoint assessment
Building Dashboards must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Building Dashboards Checkpoint
Pass Permissioned Data Overview Checkpoint
4. Renewal Risk Signals
Locked3 lessons | Checkpoint assessment
Renewal Risk Signals must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Renewal Risk Signals Checkpoint
Pass Permissioned Data Overview Checkpoint
5. Operations Intelligence
Locked3 lessons | Checkpoint assessment
Operations Intelligence must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Operations Intelligence Checkpoint
Pass Permissioned Data Overview Checkpoint
6. Sensitive Data Handling
Locked3 lessons | Checkpoint assessment
Sensitive Data Handling must be documented in the correct Agent Hub workflow with owner, next step, source context, and escalation notes when risk appears.
Next step after lessons: Sensitive Data Handling Checkpoint
Pass Permissioned Data Overview Checkpoint
Course Authors
Ian Smith
Technology Lead | Technology
Hanna Botbol
Director of Operations | Operations
Jordan Morris
Asset Management Lead | Asset Management
Resources
Permissioned Data Overview source briefing
Permissioned Data Overview completion checklist
Permissioned Data Overview workflow map
Permissioned Data Overview completion checklist
Permissioned Data Overview virtual scenario case
Permissioned Data Overview manager-review template
Resident Intelligence Boundaries source briefing
Resident Intelligence Boundaries completion checklist