Complete your first Compliance+ setup

Before you begin

Open Compliance+ in the correct organization. Gather the policies, procedures, and other supporting documents you want analyzed. Only upload material your organization permits you to use here.

Follow the setup steps

1. From Overview, open the setup experience.
2. In Documents, select files and choose Upload documents. Wait for confirmation that they are saved.
3. Add further batches if needed. Resolve any upload failures or unsaved selections.
4. Select Run analysis to start processing.
5. The Alice step shows analysis progress.
6. Review Findings, then Score.

Uploading saves documents but does not start analysis. Your expected result is a completed set of findings and a score you can review with your team.

Analysis requires at least one AI-supported file; unsupported files in a mixed batch stay saved but are skipped by analysis. Review setup upload guidance before continuing.

Understand the comparison

Setup selects the comparison configured for your organization when you submit analysis. The displayed comparison is TPPPA processor CMS or industry best practices; there is no customer framework selector. Your organization's partner association can affect this choice.

Submitted analysis keeps its original comparison, including on retry. A later change to your organization's partner or comparison settings does not rewrite earlier findings or scores.

Leave and return

Saved uploads remain in your draft. Use Resume setup on Overview to return to unfinished work. Processing already started can continue after you close the page. See resume analysis.

Review before acting

AI-generated findings need human review against the supporting evidence. A score is a product assessment, not a certification or guarantee. See review findings and score.