Process a custom request

Once a company customer visited your privacy center and submitted a custom request, you may want to process this request. Processing custom requests is done via the request wizard.

Processing scenarios 

A custom request can have two processing scenarios:

  • Automated — applied if you have enabled data processing automation for all added data sources and all of them are available at the moment
  • Manual — applied for the data sources you haven't enabled automation for, or those that aren't available at the moment

Process an custom request

Let's assume a request has already been created. If you don't know how to create one, read how to create a custom request

Automated data processing

  1. Click a created request to enter the wizard
  2. Wait till all the relevant data has been automatically collected at the Collect info step
    When collected, go through each data source and uncheck the data you find irrelevant to the request
    Also write the owner's name for each data source in the Collected by field and add approval checkmarks to each data source
    When done, click Next to get to the Approve step
  3. At the Approve step, read the report template and edit it if needed
    Click Save to save the draft and return to it later
    When ready, click Approve & send to send request to the data subject
    The Approve & send button also transfers you to the Done step
  4. At the Done step, see the request history
    You may refer to it whenever you need processing details and time in your work
    Typically, you'd refer to it for performance checks, internal or external audits, or to see where the request processing failed

Manual data processing

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