# Sensitive Document Sharing Kit

Fictional example, not actual customer or transaction data.

| Document | Recipient task | Information needed | Remove or restrict | Reviewer | Release state |
| --- | --- | --- | --- | --- | --- |
| Customer summary | Assess concentration | Aggregated revenue by segment | Unneeded names and contact details | Commercial owner | Review required |
| Contract extract | Review a specific clause | Relevant clause and necessary context | Unrelated personal details | Legal disclosure owner | Pending approval |
| Financial report | Review business performance | Approved period and figures | Unneeded account details | Finance owner | Approved copy |