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Configuring security settings for a customer data PDF document

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Updated on March 16, 2021

The customer data protection capabilities in Pega Customer Service provide support for General Data Protection Regulation (GDPR)-related requests that come from customers.

In the Customer Data Rights service case, the Right to access subcase allows customers to review their data by using a PDF document that is sent by email. To ensure security, the PDF is password protected. By default, ContactID is configured as a password for the PDF document.
Pega Customer Service Implementation Guide
You can configure or change the format of the password for the Right to access subcase PDF based on your security criteria by using the CSSetGDPRIdentifiers data transform.
  1. In the header of Dev Studio, search for and open the CSSetGDPRIdentifiers data transform.
  2. To configure or modify the password based on your security criteria, click the Definition tab and update the Source value of the following Target fields:
    1. pyWorkPage.PasswordFormat – Provide the password format, for example, CustomerID.
    2. pyWorkPage.PasswordValue – Provide the password value, for example, pyWorkPage.ContactId.
  3. Click Save.
  • Previous topic Defining client-based access controls to support the EU GDPR
  • Next topic Defining class group to database table mapping
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