Configuring Privacy and Consent Attributes

Configure privacy and consent preferences of the customers.

Configuring Privacy Preferences

  1. In Reltio Identity 360, select the profile to configure privacy and consent preferences.
  2. Select Editing.

    The profile is displayed in the Editing mode.

  3. Click Privacy Preferences.

  4. Select Yes or No for Do Not Process (GDPR) to indicate whether the customer is GDPR compliant. For more information about GDPR, see GDPR Compliance in the Reltio Platform.
  5. Select Yes or No for Do Not Profile to indicate whether the customer can be profiled.
  6. Select Yes or No for Do Not Track to indicate whether the customer can be tracked.
  7. Select Yes or No for Do Not Market to indicate whether customer data can be shared with others for advertising purposes.
  8. Select Yes or No for Do Not Export Individual Data to indicate whether customer data can be exported.
  9. Select Yes or No for Ok to Store PII Data Elsewhere to indicate whether the customer's Personally Identifiable Information (such as social security details or contact information) can be stored elsewhere.
  10. Select Yes or No for Forget Individual to specify whether the system needs to forget the user's details.
  11. Select Yes or No for Do Not Contact to indicate whether the customer can be contacted for notifying information such as new product launch, or updates to existing products.

Configuring Policy Consent

  1. In the profile, select Policy consent.
  2. Expand Data Processing.

  3. Select Type.

    This denotes the type of policy being accepted by the user.

  4. Click the Calendar icon.
  5. Select Effective From date.

    This denotes the date from which the policy is applicable.

  6. Click the Calendar icon.
  7. Select Expiry Date.

    This denotes the date till which the policy is applicable.

Configuring Multi Channel Consent Attributes

  1. In the Contact attributes facet of the profile, click Phone.
  2. Expand Multi Channel Communication Consent.

  3. Select Privacy Consent Status.
    • Not Seen (NS) - If the customer is not interested in being contacted using the communication type being selected.
    • Opt In - If the customer wants to opt for the communication type being selected.
    • Opt Out - If the customer wants to opt out of the communication type being selected.
    • Seen - If the customer is interested in being contacted using the communication type being selected.
  4. Select Source Type.
  5. Enter Source based on the Source Type selected.
  6. Enter Effective date.

    This denotes the date from which the privacy consent status is applicable.

  7. Enter Expiry date.

    This denotes the date till which the privacy consent status is applicable.

  8. Select Communication Type, which can be Marketing(M), Newsletters(N), or Promotions(P).
  9. Select Communication Frequency, which can be Daily (D), Monthly(M), Other(O), or Weekly(W).
  10. Enter Source IP.

    This is an alphanumeric field.

  11. Enter Device ID.

    This is an alphanumeric field.

  12. Enter Cookie ID.

    This is an alphanumeric field.

  13. Select Yes or No for Phone Opt Out to indicate whether the customer agrees to be contacted through phone.
  14. Select Yes or No for Text Message Opt out to indicate whether the customer agrees to be contacted through SMS.