Skip to content

Privacy request

Privacy request finds every record about a Person, then exports, corrects, or restricts it within the legal deadline.

Trigger

Runs on Thread.created where intake = 'privacy-requests'. Part of Privacy, run by the Legal Team.

Steps

  1. Verify the requester’s identity.
  2. Find every record about the Person across every System and provider.
  3. Export, correct, or restrict the records as asked.
  4. Confirm completion to the Person before the deadline.

Outputs

Example

Dana asks for a copy of her data. Privacy request verifies her identity, finds her records in the CRM and email provider, and sends the export in 5 days.