Frequently Asked Questions

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Conform365 SaaS PCI DSS Dashboard

Conform365 is a cloud-based Software-as-a-Service (SaaS) platform specifically designed to streamline the creation of PCI DSS Reports on Compliance (RoCs). It enables assessors to manage the entire assessment lifecycle through structured workflows, collaboration tools, and automated report generation ensuring efficiency, consistency, and full alignment with PCI SSC standards. The platform also supports automated generation of Attestations of Compliance (AoCs) and PCI-related policy documents to facilitate compliance.

Yes. Conform365 is fully compliant with the latest PCI DSS v4.0.1 RoC templates published by the PCI Security Standards Council. Updates to reporting formats are implemented promptly upon official release.

Absolutely. Users can generate fully formatted RoC documents in Microsoft Word, adhering strictly to the official PCI SSC template guidelines.

Yes. Conform365 includes an integrated quality engine that automatically reviews the report prior to generation, checking for missing narratives, incomplete sections, assessor responses, and the status of assessor findings. This helps ensure the report is thorough and ready for submission.

🧭 Workflow & Collaboration

Q. Can Conform365 create assessments based on multiple SAQ types?

Yes. Conform365 supports a wide range of Self-Assessment Questionnaires (SAQs), including SAQ A, A-EP, B, B-IP, C, C-VT, D, and P2PE. This broad support allows you to tailor assessments to fit different PCI DSS requirements and engagement scopes.

Q. Can multiple assessors collaborate on the same assessment?

Absolutely. Conform365 is designed to facilitate collaboration by allowing multiple assessors to work concurrently on a single assessment. This promotes efficient teamwork and seamless workflow management.

Q. Does Conform365 support peer reviews and quality assurance?

Yes. The platform enables ongoing peer and quality assurance checks and includes an automatic quality review that runs before report generation to ensure completeness and accuracy.

📑 Deliverables

Q. Does Conform365 generate the Report on Compliance (RoC)?

Yes. Conform365 streamlines the creation of PCI DSS Reports on Compliance, delivering fully formatted, PCI SSC-aligned RoCs as editable Word documents.

Q. Does Conform365 generate the Attestation of Compliance (AoC)?

Yes. Upon completing the RoC, the platform automatically generates the applicable Attestation of Compliance (Merchant or Service Provider format) as a pre-filled, editable Word document.

Q. Can Conform365 produce PCI-related policies and procedures?

Yes. Conform365 simplifies the creation of PCI DSS Reports on Compliance by guiding users through all required sections. The final report is generated as a fully formatted, editable Word document, aligned with PCI SSC standards.

📊 Progress Monitoring

Q. Can I monitor assessment progress?

Yes. Conform365 provides real-time dashboards that break down assessment progress across the 12 PCI DSS milestones, showing the status of each control whether it's outstanding, in progress, ready for review, or completed.

Q. Are users able to track task completion within an assessment?

Yes. Users can add their own tasks or import a PCI DSS methodology to track action items. They can also assign tasks to clients such as answering questions, uploading documents, or providing signatures for approvals to keep the assessment moving smoothly.

Q. Can QA personnel track progress to identify what requires review?

Yes. QA personnel can monitor assessment status in real time, enabling them to easily identify controls and sections that are ready for review or require further attention.

🔐 Data Security & Compliance

Q. How is assessment data protected?

All data is encrypted at rest and in transit using industry-standard encryption protocols. Access controls are enforced based on user roles, and customer data remains logically segregated and confidential at all times.

Q. Where is my data stored?

Your data is stored and hosted in leading cloud data centers that are globally recognised for their strong security measures, strict compliance standards, and adherence to major industry certifications such as PCI DSS, ISO 27001, and SOC reports.

Q. How does Conform365 handle data backups and disaster recovery?

Regular automated backups are performed, and disaster recovery protocols are in place to minimise downtime and ensure data integrity in the event of an incident.