Classifying as PSI and PII

The document below explains how you can:

  • Classify custom fields and extended fields as PSI/PII
  • Payment attributes as PII
  • Behavioural event attributes as PSI

Custom & Extended fields

To classify a custom field or extended field as PSI, perform the following:

  1. Navigate to Organisation settings > Data model>Custom fields/Extended fields.

  2. Edit the custom field or extended field.

  3. Select the Is this pii data ? or Is this psi data ? checkbox as required.

  4. Click Submit.

The selected fields are marked as PSI/PII.

Payment attributes

If you want to include payment attributes as part of the PII data, perform the following:

  1. From the Organisation settings, navigate to Organisation set up > Payment modes > Tenders.
  1. Select the desired tender and click the edit icon.
  2. Select the desired attribute that needs to be part of the PII data and click the edit icon.
  1. Click the attributes value icon.
  1. From the Selection drop-down, select the desired unit.
  1. Select the Is PII Data check box.
  2. Click Save.

Behavioural event attributes

You can mark behavioural event attributes as PSI when creating or editing a behavioural event.

When you add an attribute to an event, select the PSI option to mark it as sensitive.