Release Details
Release Version: v.2.15
Release Date: 06/08/2020
Platform Components: Individual Rights Manager
Additional License Required: No
Release Description
New Features:
- Manual Verification. Process data subject requests more efficiently by enabling 'Manual Verification' on Intake forms to better track the stages of the request.
- Custom Subdomain for “From” Email Address. Send emails from IRM with "@companyname.trustarc.com" to align the email experience to Data Subjects with the company's brand.
- Customized Retention Period. Set different retention periods for attachments sent to the data subjects to reduce the risk of data loss.
- Approaching Due Date Task Notification. Send approaching due date reminders to Task assignees to keep track of tasks and meet deadlines.
Enhancements:
- Email and Identity Verification by Request Type. Tailor the level of verification based on Request Type within an Intake form to meet different compliance requirements.
- Name Field. Ability to separate and keep First and Last name together in the “Name” field on the intake form.
- New Due in Days Support. 119 new jurisdictions are now supported with default Due in Days.
- French (Canada) Language Support. “French (Canada)” is now supported for intake forms, landing pages, and email templates.
- Email Templates ordering. IRM now orders all relevant email templates by best match when a user is sending out emails to Data Subjects.
New Features
Manual Verification
Description: Admins can enable Manual Verification per intake form to better track the stage of the request. If Manual Verification is enabled, requests will have an additional verification process that can be set to “Success/Fail” by DPO Assignees and Admins. If a data subject is not found in your system, you can mark the request as “Fail” and the DPO can send an email to notify the data subject. Requests will be closed after Manual Verification is marked as ‘Fail’.
Custom Subdomain for “From” Email Address
Description: TrustArc Product Release Summary Sheet IRM now allows admins to customize the subdomain in “From” field of email notifications. Customers can set this to “@<customerName>.trustarc.com.
Miscellaneous Setting
Email Templates
Customized Retention Period for files sent to Data Subjects
Description: IRM now allows admins to set separate retention periods for internal attachments sent to data subjects and attachments not sent to Data Subjects. Enabling this feature will allow IRM customers to have a balancing act between data minimization and demonstrating compliance to regulators when needed.
Task Notifications for approaching due dates
Description: IRM now allows admins to create task reminders to assignees when the due date is approaching. By default, reminders are not enabled.
Notification Settings
Enhancements
Email & Identity Verification per Request Type within an Intake form
Description: IRM currently supports email and identity verification by intake form. In this new release, Email and Identity Verification can be enabled based on Request Type within the intake form. In addition, if both Email and Identity Verification are enabled for an intake form, it can be disabled per Request Type within that intake form. Enabling this feature allows the verification workflow based on regulations as not all request types will require both identity and email verification.
Due in Days Support
Description: 119 new jurisdictions are now supported with default Due in Days, in addition to GDPR countries, CCPA, and Nevada SB 220.
Name field
Description: In the intake form, the “Name” field can now be supported as a single field or two separate fields for First Name and Last Name.
French (Canada)Language Support
Description: IRM now supports both French and French (Canada) for intake forms, landing pages, and email templates.
Intake Form
Email Template
Email Templates Ordering
Description: IRM supports more than one template for Accept/Reject/Extend Due Date/Request Clarification. When Request Assignee attempts these operations, IRM shows all the applicable email templates ordered in the drop-down from best to the least applicable template.
- Best match: <Language, Intake form name, Request Type> - all three fields match. Next best match: <Language, Intake form name, ALL REQUEST TYPES>
- Next best match: <Language, ALL Intake forms, Request Type>
- Next best match: <Language, ALL Intake forms, ALL Request Types>
- Next best match: <Default Language, Intake form name, Request Type>
- Next best match: <Default Language, Intake form name, ALL REQUEST TYPES>
- Next best match: <Default Language, ALL Intake forms, Request Type>
- Next best match: <Default Language, ALL Intake forms, ALL Request Types>
All of the above are templates customized by the Admin. If customized templates do not exist, then IRM shows the system template for <language, ALL Intake forms, Request Type>.
If the system template for the specific Request Type doesn't exist, then IRM shows the system template for <default language, ALL Intake forms, ALL Request Types>.
If the system template for the specified language doesn't exist, then IRM shows the system template for <default language, ALL Intake forms, ALL Request Types>.