Performing Data Deletion

At a high level, enabling PII deletion involves:

• Verifying prerequisites such as customer status configuration and PII classification.
• Enabling and configuring PII deletion settings at the organization level.
• Creating and submitting PII deletion requests through Member Care or APIs.
• Approving the request

Once configured, Capillary processes deletion requests automatically based on the defined waiting period and approval workflow.

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Data Deletion in Connected Organizations

In a connected organization setup, the PII deletion is always initiated from the parent organization, and the data gets deleted from both the parent and child organizations. However, the PII configuration is maintained separately. For the child organisation, the PII configuration should be set at the child level.

Step 1: Make sure the following prerequisites are met

1. Enable customer status. See Enable customer status.

2. Make sure that a label is created for each customer status. For more information on customer status labels, see Create customer status label.

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   For Pending Deletion, the platform creates a deletion_pending status automatically and assigns it whenever a deletion request is raised. The platform does not use any label that you created against the Pending Deletion status.

3. Configure PII deletion. See Configuring PII deletion.
4. If required, select and mark the required extended field, custom field and payment mode attributes as PII data. See Classifying custom field, extended field, and payment attribute as PII data.

Step 2: Define PII deletion configurations as required.

To enable and configure the PII deletion

1. From Organisation settings, navigate to Organization Setup -> PII Configurations.
2. To enable the PII deletion, select the CONF_ENABLE_PII_DELETION check box.

3. To set the number of days after which the data is deleted (deletion waiting period), enter the number in the CONF_PII_DATA_DELETE_AFTER_DAYS field. You can enter any value between 0-90.

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   Note

   If the waiting period is set to 0 days, the system deletes the data on the same day that you raised the requests and approves if approval workflow is involved. For example, if a customer raises a deletion request at 1400 hrs, the system processes deletion at midnight on the same day depending on the time zone of the cluster the org belongs to on the Capillary platform.

4. Click Submit.

Step 3: Create a deletion request

A PII deletion request can be performed from the Member Care, refer to the documentation on user deletion from Member Care. For more information on the PII deletion APIs, see Add deletion request API documentation.

Step 4: (for approvers) Approve the PII deletion request from Membercare

For information on approving member account deletion requests from Membercare, refer to Request management documentation.

Deletion request status

After a customer is deleted, the system triggers a customerUpdate event notification to indicate the customer deletion.