Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

Configuring security settings for a customer data PDF document

Updated on December 3, 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

Tags

Pega Customer Service 8.7 Pega Customer Service for Communications 8.7 Pega Customer Service for Financial Services 8.7 Pega Customer Service for Healthcare 8.7 Pega Customer Service for Insurance 8.7

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us