How you manage Personally Identifiable Information?

As a setup user, you can manage PII information in Oracle Applications Cloud.

In this example, you will add or update personally identifiable information (PII) data for your contacts. Before you can add or update the PII data, you must expose the PII attributes from Application Composer in an active sandbox.

Activate a Sandbox

1. Sign in as a setup user such as Sales Administrator.

2. From the Administration group in the Settings and Actions menu, select Manage Sandboxes.

3. Click Actions and then click New.

4. Enter a name in the Sandbox Name field.

5. Click Save and Close.

6. In the Confirmation dialog box, click OK.

7. In the Manage Sandboxes dialog box, select the sandbox you just created and click the Set as Active button.

Expose PII Attributes from Application Composer

The Taxpayer Identification Number and Home Phone PII attributes can be exposed from the Application Composer.

1. Navigate to Application Composer.

2. From the Objects View, select Standard Objects, Contact, and then Pages. Ensure Simplified Pages is selected.

3. To add the Taxpayer Identification Number and Home Phone PII attributes to the Create Contact page:

   1. In the Create Contact section, select Standard Layout and click the Edit icon.

   2. In the Create Contact region, click the Edit icon.

   3. Move the Taxpayer Identification Number and Home Phone PII attributes from the Available Fields list to the Selected Fields list to add to the Create Contact page.

   4. Click Save and Close.

   5. Click Done.

4. To add the Taxpayer Identification Number and Home Phone PII attributes to the Edit Contact page:

   1. In the Edit Contact section, select Standard Layout and click the Edit icon.

   2. Click the Profile tab to add the custom field.

   3. In the Summary region, click the Edit icon.

   4. Move the Taxpayer Identification Number and Home Phone PII attributes from the Available Fields list to the Selected Fields list to add to the Edit Contact page.

   5. Click Save and Close.

   6. Click Done

Add and Update PII Data

1. Navigate to Contacts .

2. In the Contacts page, enter the name of the contact and click the Search icon.

3. In the Edit Contact page of the contact, click the Profile tab.

4. Enter the PII data such as the Taxpayer Identification Number and Home Phone, and click Save and Close.

5. In the Contacts page, click the Create Contact button.

   Note: You can proceed to create a contact or click Cancel to exit without saving.

Publish the Sandbox

You can publish a sandbox after you have tested and verified that the modifications done in that sandbox are ready to be moved to the mainline metadata.

1. Select a sandbox link that appears on the page and click the More link.

2. In the Sandbox Details dialog box, click the Publish button.

3. Click Yes in the Publish confirmation message box.

4. Close the Manage Sandboxes dialog box.

5. From the Settings and Actions menu, click Sign Out.