GDPR Support to History Screens
As per GDPR (General Data Protection Regulation), if History Screens has any sensitive data or PII field, then it supports the following GDPR features.
- Masking
- GDPR Purging
Masking Support to History Screens
The history screens supports masking in OIPA. When the PII fields are written to the history table, OIPA supports masking functionality to these PII fields. The users can configure masking for all PII Data irrespective of business rule configuration.
The following history screens supports masking:
- Client History
- Comments History
- Suspense History
- Group Customer History
Since History page does not have a screen rule, the masked fields are not available in security pages. Palette is enhanced to read the appropriate screen rule for each history page.
For example: On Client History page, palette reads Client Screen rule and retrieve the masked fields. Similarly, on SuspenseHistory page, palette will read Suspense.
Then security controls are applied for these masked fields on history page itself. In OIPA, History pages read the appropriate configuration and security levels for masked fields.
OIPA directly read the History screens (Agreement Role History, Address History and Comments History) that are missing in the palette from the respective screen rules.
GDPR Purging Support to History Screens
OIPA maintains Write/ Edit logs for all the history screens with sensitive data or PII fields. These history screens can be linked to GDPR purging. You can configure the automatic log purging in defined time or date.
If the following History screens has any PII data, then it can be linked to GDPR purging:
- Agreement Role History
- Requirement History
- Segment Role History
- Policy Role History
- Role History
- Address History
- Intake Profile History
- Agreement History
- Client History
- Comments History
- Suspense History
- Group Customer History
These are the values in AsCode for History Types:
| History Type | Code |
|---|---|
| ClientHistory | 01 |
| RoleHistory | 02 |
| SuspenseHistory | 03 |
| RequirementHistory | 04 |
| AddressHistory | 05 |
| AllocationHistory | 06 |
| FundHistory | 07 |
| ChildFundHistory | 08 |
| SegmentRoleHistory | 10 |
| CommentsHistory | 11 |
| ProgramHistory | 16 |
| ClientAltIdHistory | 18 |
| GroupCustomerHistory | 19 |
| GroupCustAddressHistory | 20 |
| WorkflowHistory | 23 |
| AgreementHistory | 25 |
| IntakeProfileHistory | 26 |
These are the values in AsCode for History Operations:
| History Operations | Code |
|---|---|
| Add | 01 |
| Delete | 02 |
| Update | 03 |
| Convert | 04 |
| Details | 05 |
| System Add | 06 |
