User Guide
Sensitive Data Finder Settings
Overview
Sensitive Data Finder Settings is where you manage your settings for:
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Subject Request Data Types including PII (Personally Identifiable Data) Data Types
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Data Inventory
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Disclosure and Response Templates
Access and View Scan Settings
To access the Finder Settings screen:
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From the left menu, click Settings.
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Click Application Settings.
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Click Finder Settings.
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Click a down arrow to expand a section:
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Subject Request Configuration
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Disclosure and Response Templates
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Regulations Definitions
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Manage Subject Request Configurations
Procedure:
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Expand out the Subject Request Configuration section.
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Do one of the following:
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Locate the PII Data Type you want to include or exclude in the list.
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Type the PII Data type in the search box and the results are displayed in the list below.
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Use the toggle in the Included column to include or exclude a data type:
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Include a data type:
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Exclude a data type:
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A toast message will appear to confirm the inclusion or exclusion of the data type.
Manage Disclosure and Response Templates
Procedure:
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Expand out the Disclosure and Response Templates section.
Do any of the following:
Manage a Template
Procedure:
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Locate the template you want to manage in the list.
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On the far right of the row, click the more options menu.
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Click Manage.
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In the Manage Custom Disclosure pop-up window, make needed changes.
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Click Update to save changes or Cancel to discard.
Note: You can delete a template from the Manage Template screen using the Delete button. This action is immediate and there is no undo function.
Create a New Template
Procedure:
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Click + New Template.
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In the Create New Response Template pop-up window, fill in the following:
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Name: Type the name of the new Template (required).
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Slide the Active toggle to the right to deploy the new Template.
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You can always deploy it later.
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In the Body section, type the contents of the new Template.
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You can use the edit toolbar and Insert Variable features to write the new Template.
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Click Save to save the new Template or Cancel to discard.
Delete a Template
Procedure:
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Locate the template you want to delete in the list.
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On the far right of the row, click the more options menu.
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Click Delete.
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Click Confirm to delete or Cancel to discard.
Manage Regulations Definitions
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Expand out the Regulations Definitions section.
Do any of the following:
Manage a Regulations Definition
Procedure:
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Locate the regulation you want to manage in the list.
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On the far right of the row, click the more options menu.
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Click Manage.
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In the Edit Regulation Definition pop-up window, made needed changes.
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Click Save and Add to save or Cancel to discard.
Create a Regulation Definition
Procedure:
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Click + Regulation Definition.
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In the New Regulation Definition pop-up window, do the following:
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Regulation Name: Type the name of the regulation.
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Days to Complete Regulation Request: Type the number of days to comply with the regulation.
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New Regulation Definition: Select all applicable Request and Report Types.
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Request Types:
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Informative
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Erasure
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Report Types:
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Descriptive
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Comprehensive
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Corrective
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Regulation Description: Type a short description of the regulation.
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Regulation Source URL: Type the link to the regulation.
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Click Create a Custom Disclosure.
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In the Create New Response Template pop-up window, do the following:
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Name: Type the name of the new template.
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Body: Use the edit window to compose the body of the new template.
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Click Save to save the new template or Cancel to discard.
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Select the new template from the regulation drop-down list.
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Click Save and Add to save the new definition or Cancel to discard.