Release Details
Release Version: v.2.19
Release Date: 09/22/2020
Platform Components: Individual Rights Manager
Additional License Required: Yes, CCM license is needed for Geofencing feature
Executive Summary:
Features:
- Request Status Labels. To better track the different sub-statuses of customers’ requests, IRM now automatically adds Labels to requests based on the action that has occurred. For example, when a user uploads an attachment to a request, an “Attachment uploaded” label will be added to the request. In addition, customers can also create and customize your own Labels, assign them to requests, and search for requests based on the labels assigned.
- Date and Date Range fields in Intake Form. Customers can now collect date and date range from data subjects as IRM now supports 'Date' and 'Date Range' fields in Intake Form.
- Data collection in Intake Form. Data subjects might go by different names, have multiple emails, or request submission for a household. Customers can now collect additional information from data subjects for the same field. Customers can enable this feature by going to the Intake form, check the 'Multiple Inputs' checkbox for the field of their choice, and specify the maximum number of inputs to gather.
- Geofencing Data Subject Request Link. Customers who have Cookie Consent Manager can further configure the display of the data subject request link based on the geolocation rules you set. For example, they can choose to display the 'Do Not Sell My Information' link to California users, a 'Data Subject Access Request' link to EU users, and no link to the rest of their users.
- Filters for Request Page. IRM now supports 'Date Verified', 'Last Updated', and 'Labels' as additional filters when searching for requests.
Release Description
Fine-tuning of INPROGRESS status with Labels on Requests
Description: IRM supports 20 system labels that are added to the request when particular events occur for that request. Users can search for requests with particular labels. Users can further create, add and remove their own labels to/from the requests as well. All system labels will be removed from the request when the request is closed. Below is the list of available system labels:
| Label | Status associated with | Event when label is created | Event when label is removed (all system labels are removed when request is closed) |
| Email Verified | Unverified | when email is verified by the DS | When request goes to INPROGRESS |
| Email Verification Pending | Unverified | When email verification pending | when email is verified |
| Identity verification pending | Unverified | IDology or Evidence ID verification pending | when identity is verified |
| Identity Verified | Unverified | IDology or Evidence ID verification completed successfully | when request goes to INPROGRESS |
| Manual Verification Pending | Unverified | when manual verification is enabled but pending | when manual verification is complete |
| Manually Verified | Unverified | Manual verification completed successfully | when request goes to INPROGRESS |
| All verification Pending | Unverified | All verifications pending (at least one of the verification methods should be enabled for the intake form) | when one of the verifications is completed |
| Tasks Completed | Inprogress | when all tasks completed | when request is closed |
| Email Query to Data Subject | Inprogress | Request Clarification or email sent to DS via ‘Send email’ functionality | when DS replies |
| Email response from Data Subject | Inprogress | DS replies to Request clarification or send email | when another request clarification or send email sent |
| Requested Supplemental Info | Inprogress | supplemental link sent | When DS fills supplemental form |
| Received Supplemental Info | Inprogress | when DS submits supplemental form | When another Supplemental link is sent |
| Mention to System user in Request | Inprogress | system user mentioned in request comment | When that user replies or comments back |
| Mention to External user in Request | Inprogress | External user mentioned in request comment | When the external user replies back |
| Response from system user | Inprogress | When system user mentioned in the comment of the request replies or comments | When request is closed or when the user is mentioned again |
| Response from External user | Inprogress | When external user mentioned comments in the request by replying to notification | When request is closed or when the user is mentioned again |
| Comments by users | Inprogress | any of the users comment in the request | When request is closed |
| Request to Data Discovery | Inprogress | Request sent to BigID (and in future if we add any other Data Discovery solution integration) | When BigID or any other DDS replies back |
| Response from Data Discovery | Inprogress | Big ID responds back | When request is closed |
| Attachments uploaded | Inprogress | internal attachments uploaded to request by system & external users | When request is closed |
Searching for Requests with Particular Labels:
Adding New Labels:
Editing Labels:
Creating and Attaching Custom Labels:
Viewing Labels:
Date and Date Range Custom Fields
Description: IRM now supports Date and Date Range fields in intake forms.
In Intake Form:
Multiple Data Collection For The Same Field in Intake Form
Description: Data subjects might go by different names, have multiple emails, or request submission for a household. Customers can now collect additional information from data subjects for the same field. Customers can enable this feature by going to the Intake form, check the 'Multiple Inputs' checkbox for the field, and specify the maximum number of inputs to gather. Multiple data gathering support is provided for all single line text fields and Email fields.
Geofencing Intake Form Link
Description: Customers can configure the display of the data subject request link based on the geolocation rules using TrustArc’s Cookie Consent Manager. For example, they can choose to display the 'Do Not Sell My Information' link to California users, a 'Data Subject Access Request' link to EU users, and no link to the rest of their users. This will require Cookie Consent Manager license.
New Filters in Request Page
Description: IRM now supports new filters in request search page. Requests can be searched based on Labels, Last Updated, and Date Verified.
