TCPA Compliance Monitoring Summary Report Guide

Updated on 04 Apr 2023
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Summary

As a subscriber to TCPA Guardian, you will receive weekly emails that help you monitor compliance for your lead program. Your Customer Success Manager will make sure you are subscribed to relevant TCPA monitoring reports such as the TCPA Compliance Monitoring Summary Report. This report shows a distribution of leads, organized by Provider, with the overall volume of leads that are 'not compliant' according to the rules established in your TCPA Guardian settings. It also has a breakdown of each data point that is not compliant (disclosure language, consent etc.). This will ensure all leads are compliant according to your TCPA standards.

When non-compliant leads are encountered, ‘Next Steps’ should be to:

Review TCPA Guardian settings to identify which Data Point values will produce a ‘red’ flag
Review the TCPA Compliance Lead Detail Report for the same time period as the TCPA Compliance Monitoring Summary Report
Identify the key segments (data point, provider, lead type) showing high volumes of non-compliant leads
Contact the Provider with a summary of the issue & lead-level details in order to mutually rectify
Include your Jornaya Customer Success Manager to answer any follow-up questions

The tables below explains the data points provided in your report:

Data Point	Description
Lead Type	Indicates whether this lead was generated on a web form or via a call center.
Provider Name	The name of the Provider whose leads have been audited using Jornaya’s TCPA Guardian.
% Not Compliant This shows the overall % of leads that flagged ‘red’ based on your TCPA Guardian settings.	An overview of how successfully each Lead Provider is adhering to your TCPA requirements.

Data Point	Description	Possible Outcomes
Disclosure Not Compliant Count of leads that flagged red based on your TCPA Guardian setting for Disclosure.	Leads where a disclosure is not compliant based on the settings in your Jornaya Intelligence Profile.	The TCPA disclosure field label (html tag) was not present during the lead event. There are two reasons for this – either there was not a TCPA disclosure statement present on the web page, or a disclosure was present but was not labeled properly using Guardian's TCPA Disclosure labels. The TCPA disclosure found on the form does not match a TCPA disclosure in your Jornaya Intelligence Profile
Consent Not Compliant Count of leads that flagged ‘red’ based on your TCPA Guardian setting for Disclosure.	Leads where the form of consent the user provided did not meet specified requirements, based on the settings your Jornaya Intelligence Profile.	No interaction required Active Consent Passive Consent Passive Decline Active Decline
Type Not Compliant Count of leads that flagged ‘red’ based on your TCPA Guardian settings for Consent Type.	Leads where the method of consent type presented to the consumer did not meet specified requirements, based on your Jornaya Intelligence Profile.	Checkbox Radio button Yes/No dropdown menu No user interaction required
Prominence Not Compliant Count of leads that flagged ‘red’ based on your TCPA Guardian settings for Prominence.	Leads where the font size of the disclosure displayed to the consumer did not meet specified requirements, based on the settings in your Jornaya Intelligence Profile.	Unknown At least 16 px (12 pts) Between 9 and 15 px (6.75 - 11 pt) Less than 9 px (6.75 pt) Not visible
Contrast Not Compliant Count of leads that flagged ‘red’ based on your TCPA Guardian settings for Contrast.	Leads where the contrast between the font color of the disclosure and the background color of the page it was presented on, did not meet specified requirements, based on the settings in your Jornaya Intelligence Profile.	Unknown At least a 40% contrast At least a 25% contrast Lower than 25% Not visible to the user
Visibility Not Compliant Count of leads that flagged ‘red’ based on your TCPA Guardian settings for Composite Visibility	Leads where the combination of the Prominence and Contrast did not meet specified requirements, based on the settings in your Jornaya Intelligence Profile.	Unknown High (composite score > 50) Reasonable (composite score from 20 to 50) Low (composite score < 20) Not Visible
Visual Playback Not Stored Count of leads that flagged ‘red’ based on your TCPA Guardian settings for Storage Verification.	Due to technical issues, the Visual Playback of the lead event has not been stored for retrieval. NOTE: If this occurs, contact Jornaya directly; not your Provider.	Visual Playback has been stored Visual Playback has not been stored

Example TCPA Monitoring Summary Report

Need Further Assistance?

Please visit our Frequently Asked Questions page for TCPA Guardian or reach out to our support team (support@jornaya.com).

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