Case Study

Building a Privacy-Certified Pharma Targeting Platform

In this story

The Challenge

OptimizeRx built Micro-Neighborhood Technology with privacy at its core. From the start, the product was designed around a sophisticated five-layer de-identification architecture, using aggregated healthcare claims data at the ZIP9 level, strict population thresholds, and whole-geography activation to mitigate the risk of individual patient reidentification. Privacy was not an afterthought. It was the foundation the product was built on.

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As Micro-Neighborhood scaled, OptimizeRx wanted the external validation to match the rigor of what they had built. Life science brands are among the most regulated industries in digital advertising, and a formal HIPAA Expert Determination would give pharma clients the documented, independent proof they needed to move forward with confidence. This was not new for OptimizeRx, however, capitalizing on Integral’s credibility was part of building stronger compliance proofpoints and assurance for our clients. 

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With growing product and cross-functional teams spanning legal, privacy, product, and engineering, a formal Expert Determination would give everyone a shared, authoritative reference point, replacing ad hoc conversations with documented guardrails that could grow with the business.

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The Partnership

OptimizeRx came to Integral with a clear need: a rigorous, defensible HIPAA Expert Determination for Micro-Neighborhood that could address pharma client standards and give internal teams a shared foundation to work from.

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What made the engagement work was genuine collaboration. Integral brought deep HIPAA expertise and a platform built to handle complex, multi-layer data architectures. OptimizeRx brought domain expertise in both compliance and media activation, and a cross-functional team to plan and execute the full workflow, from upstream code suppression to geographic aggregation, the separated environments, population threshold rules, and how data leaves the system to identity resolution partners.

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The goal was not just to clear a compliance checkbox. It was to document exactly what the determination covered, define permissible uses of geography and audience attributes, and produce something every stakeholder, from a data engineer to a general counsel to a pharma brand, could actually rely on.

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Integral goes beyond the initial report. They peel back the layers and keep asking the right questions until they truly understand how your data works. That level of attention is what you need when pharma clients are asking hard questions and expect real answers.

Karin Hayes, SVP, Analytics Products and Services, OptimizeRx

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The Results

Pharma clients got the proof they needed

With a signed Expert Determination from a recognized HIPAA expert, OptimizeRx could answer the compliance questions with greater efficiency. Micro-Neighborhood now carries enhanced validation that pharma brands could point to internally and use to satisfy their own legal and compliance teams. Client conversations shifted from questions about proof to conversations about activation.

Internal teams aligned around a shared source of truth

Legal, privacy, product, and engineering teams now had documented guardrails for what Micro-Neighborhood permitted, what it restricted, and why. Onboarding new stakeholders, responding to client questions, and evaluating product changes all got faster.

A scalable foundation for future growth

The documented controls, data flow diagrams, and compliance framework built during the first engagement do not expire with it. When OptimizeRx adds new data sources, launches new product features, or needs additional determinations, they are building on a foundation with Integral, expanding the partnership to cover a broader set of products and use cases.

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It felt like a true collaboration. Integral was responsive, detail-oriented, and genuinely invested in getting it right. That kind of partnership is rare in compliance work, and it is exactly what we needed to move with confidence.

Doug Besch, CPO, CTO, OptimizeRx

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About OptimizeRx

OptimizeRx is a leading healthcare technology company that’s redefining how life science brands connect with patients and healthcare providers. Our platform combines innovative AI-driven tools to deliver timely, relevant, and privacy-safe engagement. By bridging the gap between HCP and DTC strategies, we empower brands to create synchronized marketing solutions that drive faster treatment decisions, and improved patient outcomes.optimizerx.com 

About Integral

Integral is the unified data operations layer for healthcare data. Our platform streamlines the full set of operations required to make HIPAA-regulated data usable - from compliance and de-identification to transformation, governance, labeling, and continuous delivery. Instead of fragmented vendors and manual pipelines, enterprises use Integral to operate healthcare data end to end for analytics, sharing, and AI. useintegral.com

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