Maintaining Data Privacy Attributes

Data Privacy Attributes are parameters used to group records and fields storing Personally Identifiable and Sensitive Information. Data Privacy Attributes used in PeopleSoft System are:

  • Category

  • Classification

  • Personal Identifier

  • Sensitive

The following video provides an overview of Data Privacy Framework:

Video: Image Highlights, PeopleSoft HCM Update Image 27: Data Privacy Enhancements — Sensitive Data Setup

Page Name

Definition Name

Usage

Maintain Category Page

EODP_CTGRY_DTLS_FL

View and maintain categories.

Maintain Classification Page

EODP_CLSFCN_FL

View and maintain classifications.

Maintain Data Privacy Settings Page

EODP_RECFLD_MNT_FL

Maintain Data Privacy mappings for PeopleSoft Records and Fields.

Select Reference Type Page

EODP_GENPARM_SCF

Select to refresh or update references.

References Last Run Page

EODP_RF_LSTRUN_SCF

View the timestamps for the references which were last updated for each Reference type.

View Reference Page — Component/Page Tab

EODP_VIEW_REF_FL

View Components/Pages where Record Fields configured in Maintain Data Privacy Settings page are used.

Component Page Details for Standard page

EODP_COMP_REF_SCF

View more details of the reference used.

View Reference Page — Query Tab

EODP_VIEW_REF_FL

View Queries where Record Fields configured in Maintain Data Privacy Settings are used.

Query Details Page

EODP_QRY_REF_SCF

Shows the details of connected query search result.

View Reference Page — Reports Tab

EODP_VIEW_REF_FL

View Reports of type Business Intelligence Publisher (BIP) and Structured Query Report (SQR) where Record Fields configured in Maintain Data Privacy Settings are used.

BIP Report Details Modal

EODP_REPT_DTL_SCF

View BIP Report details based on the selected Query type.

SQR Report Details Modal

EODP_SQR_DTL_SCF

View the details of SQR programs. This also includes SQR Run Control Component and Navigation information.

View Reference Page — Search Tab

EODP_VIEW_REF_FL

View Search Definitions and Search Categories where Record Fields configured in Maintain Data Privacy Settings are used.

Search Details Modal

EODP_SRCH_DTL_SCF

View details of Search Definition such as Query information, and whether the search is used as a component keyword search or global search.

View Reference Page — Analytics Tab

EODP_VIEW_REF_FL

View pivot grid reference to Records and Fields configured in Maintain Data Privacy Settings page.

Pivot Grid Details Modal

EODP_PIVOT_DTL_SCF

View pivot grid details such as Query information and publish options for pivot grids.

View Reference Page — Integration Tab

EODP_VIEW_REF_FL

Lists the Services and Service Operations using messages that reference Record Fields configured in Maintain Data Privacy Settings page.

Integration Details Modal

EODP_IB_REF_SCF

View the details of Integration Broker messages.

These are details such as message Information and Integration group references.

Use the Maintain Category page (EODP_CTGRY_DTLS_FL) to view, modify or add a new category value.

Navigation:

Enterprise Components > Data Privacy Framework > Maintain Data Privacy Category

Using the search page on the left panel, you can search for Categories or add new Categories. Additional facets and filters are provided to refine search results.

Categories are used to functionally group information captured in PeopleSoft System. For example, Category- Contact Details is used to identify all Record Fields storing Contact information such as Phone Number, Email ID or Fax. Classifications are used to sub-categorize this information into more specific groups. Classifications for Category- Contact Details include Business Email, Personal Phone and Instant Messaging Address.

This initial page for View Maintain Category is used to search the classifications and categories and add a new one as needed.

Maintain Category Initial Page

Note: System Data is delivered for Categories and Classifications. System data cannot be deleted, but it can be modified or new data added. Also the Categories being referenced in the Maintain Data Privacy Settings cannot be deleted.

The left panel lists the facets for component real time search and other options as listed:

  • Category Code

  • Category

  • Classification

  • Personal Identifier

  • Sensitive

  • Delivered

The search right panel lists all delivered categories and any categories that you have added. Delivered flag is turned on for all the Categories which are delivered as System data.

Field or Control

Description

Add button

Select to add a new category.

You can enter Category Code and Category Name to the modal and Add to create a new category.

This opens the Maintain Category Page.

The Maintain Categories page lists Classifications mapped to a Category. System data and Classifications being used in Maintain Data Privacy Settings cannot be deleted from this page.

This example illustrates the fields and controls of Maintain Category page.

Maintain Category Page

Field or Control

Description

Add icon

Select to add a new classification to the category list.

Here you can mark the classification specified as Personal Identifier or/and Sensitive accordingly.

Maintain Classification button

Select to open Maintain Classification Page.

Use the Maintain Classification (EODP_CLSFCN_FL) page to define new classifications or view available classifications.

Navigation:

Enterprise Components > Data Privacy Framework > Maintain Data Privacy Category

Select the Maintain Classification button.

This example illustrates the fields and controls on the Maintain Classification page.

Maintain Classification Page

Field or Control

Description

Add icon

Select to add a new classification.

Use the Maintain Data Privacy Settings (EODP_RECFLD_MNT_FL) page to:

  • View delivered Record Fields and their Data Privacy Attributes.

  • Modify Data Privacy Attributes for existing Record Field information.

  • Add new Record Field Information and map Data Privacy Attributes.

Data Privacy Attributes are mapped to Records and Fields in Maintain Data Privacy Settings Page. System data is delivered for Record Fields and their Data Privacy Attributes. You can modify Delivered information, but delete is disabled for such rows. You can add new Records and Fields to the configuration, and map data privacy attributes to it.

You can delete rows which are not System data.

Navigation:

Enterprise Components > Data Privacy Framework > Maintain Data Privacy Settings

This example illustrates the fields and controls on the Maintain Data Privacy Settings page.

Maintain Data Privacy Settings Page

The left pane lists different filters available for Data Privacy Settings maintenance page. Available filters are:

  • Product

  • Record

  • Field

  • Category

  • Classification

  • Personal Identifier

  • Sensitive

  • Delivered

  • Installed Products Only

Note: By default, all Record Fields and their references are displayed in Data Privacy framework. A filter Installed Products Only is added to Maintain Data Privacy settings page and View References pages all tabs to display information on installed products alone. The products to be displayed are selected from the Products page (Set Up HCM, Install, Installation Table, Products). By default the option for Installed Products Only will be selected as No.

This example illustrates the references actions from Maintain Data Privacy Settings page.

Maintain Data Privacy Settings_References_Actions

The search results based on the filtered criteria are displayed on the right pane.

Field or Control

Description

Add icon

Add Record Fields and map Data Privacy Attributes to it.

Note: The Personal Identifier and Sensitive flags will be defaulted depending on the category and classification.

Manage References button

Select to view the options of View References, Update References and Process Monitor.

On selecting View References, you can navigate to other pages listed below:

Select Reference Type Page to update or refresh a reference type.

References Last Run Details

View last run times of each reference type. This References Last Run Page also displays when Record Field information was last updated.

Download to excel icon

Select to download the filtered Record Field Information.

View References icon

Select to view reference for the Record Field combination.

Comments icon

Select to open Comments Modal Window to enter, review or update the comments for a Record.

Note: To view the status of the process run for the selected references, see Viewing the Status of Process under Process Scheduler.

Use the Select Reference Type (EODP_GENPARM_SCF) page to open the Select Reference Type modal. In this modal, you can select the reference type which need an update or refresh.

The Component / Page and Query should be selected to generate Report References. Select Refresh References to delete and reload all references except for the system data.

Navigation:

Enterprise Components > Data Privacy Framework > Maintain Data Privacy Settings

Select Update References from the Actions menu of the Manage References button.

This example illustrates the Select References page.

Select Reference Type Page

Use the Reference Last Run (EODP_RF_LSTRUN_SCF) page to view last run times of each reference type. The page also displays when Record Field information was last updated.

Navigation:

Enterprise Components > Data Privacy Framework > Maintain Data Privacy Settings

Select Reference Last Run Details link.

This example illustrates the Reference Last Run Details page.

References Last Run Details page

Use Comments Modal (EODP_RF_CMNT_SCF) to enter, review and update the comments for a Record Field Combination.

This illustration represents the comments modal for Record field.

Comments Modal Window

The View References page displays References to Record Fields configured in Maintain Data Privacy Settings page. These pages can be accessed in the following ways:

Navigation:

Direct Navigation: Enterprise Components > Data Privacy Framework > View References

Field or Control

Description

Row Level ActionView References icon

Select from Maintain Data Privacy Settings page. This is a modal window.

Manage References button

Select to get the option of:

  • View References: to directly navigate to the corresponding tab in View References page.

  • Update References: to access

This page uses a tabbed interface to display different types of references. Different Reference Types displayed are:

  • Components/Page

  • Query

  • Reports

  • Search

  • Analytics

  • Integration

Note: Data Privacy Attributes in Component / Page References gets defaulted from Data Privacy Attributes at Record Field level, but this can be overridden. Data Privacy Attributes for Reference Types are read-only, and are displayed based on the Data Privacy Attributes configured at the Record Field level.

System data is delivered just for Component/Page References.

Some Component/Page References are delivered as System data. New Component/Page references get generated for newly added Record Fields when Update References or Refresh References are run.

Use the Component/Page (EODP_VIEW_REF_FL) tab to view the references on Record Field References in Components and Pages.

Note: Update References and Refresh References don't overwrite Data Privacy Attributes set in Component / Page References.

Navigation:

Enterprise Components > Data Privacy Framework > View References > Component/Page tab

This example illustrates the fields and controls on the Component/Page tab.

View References Component/ Page

The left panel have Filters listed as follows:

  • Product

  • Component

  • Page

  • Page Type

  • Record

  • Field

  • Category

  • Classification

  • Personal Identifier

  • Sensitive

  • Installed Products Only

Page Type has three options:

  • Search: Show references of Record Fields in Component Search Records. This reference is displayed only if the Record field is a Key / Search Key / Alternate Search Key / List Box Item in the Search Record for the Component.

  • Secondary/ Popup: Show references in Secondary Page or Popup page. Component Name is blank for this Page type.

  • Standard: Show references in Standard pages.

Field or Control

Description

Action icon

Select to open the Component Page Details for Standard page.

Use the Component/Page Details (EODP_COMP_REF_SCF) modal to view more details of the reference used.

The details display portal navigation and any component interface references.

Navigation:

Enterprise Components > Data Privacy Framework > View Data Privacy References

Select the chevron in the Component/Page tab.

This example illustrates the fields and controls on the Component/Page Details.

Component/ Page Details

Select the navigation link to open a new window for the particular component. For a user who do not have access to the components, the navigation link is disabled. If there is no Navigation to a Component, the navigation column shows N/A.

Use the View References (EODP_VIEW_REF_FL) Query tab to view references for Record Fields in Queries, Connected Queries and Composite Queries.

Navigation:

Enterprise Components > Data Privacy Framework > View References > Query tab

This example illustrates the fields and controls on the Query tab listing standard query results.

View References_Query

The left panel have Filters listed as follows:

  • Query name

  • Query Type

    Query Type has three options: Composite, Connected and Standard.

  • Owner

  • Record

  • Field

  • Category

  • Classification

  • Personal Identifier

  • Sensitive

Field or Control

Description

Information icon

Select to view the usage of Record Field in the Query.

Action icon

Select to open the Query Details page.

Note: The chevron is enabled for Composite Query and Connected Query.

This example illustrates the fields and controls in Query Details (EODP_QRY_REF_SCF) page.

Query Details page

Note: For connected and composite queries, the chevron is enabled, and selecting this opens the Query Details modal which displays the child queries that uses the Record Field.

This example illustrates the search result for a type of connected query.

Query Tab with Connected Query search results

The Connected Query Details (EODP_QRY_REF_SCF) modal displays details of connected queries.

Navigation:

Enterprise Components > Data Privacy Framework > View References > Query tab

Select the Query Type as Connected Queries and select the chevron for details.

This example illustrates the fields and controls in Query Details (EODP_QRY_REF_SCF) page.

Query Details page

Use the View References (EODP_VIEW_REF_FL) page Reports tab to view the Report References in Business Intelligence Publisher Reports (BIP) and Structured Query Reports (SQR).

Navigation:

Enterprise Components > Data Privacy Framework > View References > Reports tab

Select Report Type as BIP to view references in BI Publisher Reports.

This example illustrates the fields and controls on the View References — Reports Tab for Report Type BIP.

Report results for BIP

Select Report Type as SQR to view references in SQR Reports.

This example illustrates the fields and controls on the View References — Reports Tab for Report Type SQR.

Note: Data Privacy Framework uses File Pre-Processor to load Record Field references in SQR files. This utility is bundled with PeopleSoft Change Impact Analyzer. For details, refer to File Pre-Processor topics in the PeopleSoft Change Impact Analyzer product documentation.

System data for Oracle delivered SQRs is pre-delivered. This data gets loaded when Update References is run for Reference type - Reports. Customers on PeopleTools patches 8.55.26/8.56.12 or higher have the ability to generate references for Record Fields used in all the SQR files they maintain. To do this, File Pre-Processor should be run in your environment prior to running Update References with the Refresh option selected.

Warning! File Pre-processor is process intensive and may continue to run for some time.

View Reference Page_Reports

The left panel have Filters listed as follows:

  • Product

  • Report Name

  • Report Type:

    Report Type has two options: SQR and BIP .

  • Record

  • Field

  • Category

  • Classification

  • Personal Identifier

  • Sensitive

  • Installed Products Only

Field or Control

Description

Action icon

Select to open the report details of BIP Report Details Modal or SQR Report Details Modal.

The BIP Report Details Modal (EODP_REPT_DTL_SCF) display Query Details. If Connected Query is used, Child Query details are displayed.

This example illustrates the BIP Report Details Modal.

View References_Reports_BIP_Details Page

The SQR Report Details Modal (EODP_SQR_DTL_SCF) displays details of Run Control components from which SQR Reports are run.

This example illustrates the SQR Report Details Modal.

View References_Reports_SQR_Details Page

Use the View References Search (EODP_VIEW_REF_FL) tab to view references in Search Definitions and Search Categories.

Navigation:

Enterprise Components > Data Privacy Framework > View References > Search tab

Note: Query Expressions used in Search Definitions are excluded from Search References.

This example illustrates the fields and controls on the View References-Search tab.

View Reference Page_Search

The left panel have Filters listed as follows:

  • Product

  • Search Category

  • Search Definition

  • Query

  • Record

  • Field

  • Category

  • Classification

  • Personal Identifier

  • Sensitive

  • Installed Products Only

Field or Control

Description

Action icon

Select to open the Search Details Modal.

The Search Details (EODP_SRCH_DTL_SCF) modal displays details of queries in each search definition.

Navigation:

Enterprise Components > Data Privacy Framework > View References > Search tab

Select the chevron in the Search Results.

This example illustrates the Search Details Modal.

Search Details page

This modal shows the information on the query name and whether it is a global search or component search.

The Analytics (EODP_VIEW_REF_FL) tab list references in Pivot Grids.

Navigation:

Enterprise Components > Data Privacy Framework > View References > Analytics tab

This example illustrates the fields and controls on the Analytics tab.

View Reference Page_Analytics

The left panel have Filters listed as follows:

  • Product

  • Pivot Grid Name

  • Data Source Type

    Data Source Type has three options: COMPONENT, PSCOMPQUERY and PSQUERY.

  • Data Source Value

  • Record

  • Field

  • Category

  • Classification

  • Personal Identifier

  • Sensitive

  • Installed Products Only

Field or Control

Description

Action icon

Select to open the Pivot Grid Details Modal.

The Pivot Grid Details (EODP_PIVOT_DTL_SCF) modal displays Query details and publish options for the Pivot Grid.

The modal also lists the tile details. You can view the Pivot Grid in Pivot Grid Viewer.

Navigation:

Enterprise Components > Data Privacy Framework > View References > Analytics tab

Select the chevron in the Search Results.

This example illustrates the Pivot Grid Details Modal.

Pivot Grid Details Modal

Use the Integration (EODP_VIEW_REF_FL) tab to view references to Integration Broker related objects.

Navigation:

Enterprise Components > Data Privacy Framework > View References > Integration tab

This example illustrates the fields and controls on the Integration tab.

View Reference Page_Integration

The left panel have Filters listed as follows:

  • Product

  • Service

  • Service Operation

  • Record

  • Field

  • Category

  • Classification

  • Personal Identifier

  • Sensitive

  • Installed Products Only

Field or Control

Description

Action icon

Select to open the Integration Details Modal.

The Integration Details (EODP_IB_REF_SCF) modal displays details of Integration Broker Objects. Some details displayed are the Default Service Operation Version, Queue Name, Type and Message Information. This modal also displays the Integration Group References, if any.

Navigation:

Enterprise Components > Data Privacy Framework > View References > Integration tab

Select the Action icon in the Search Results.

This example illustrates the Integration Details Modal.

Integration Details Modal