The Anonymize personal information function is used to anonymize personal data for single objects in the system. The function, like Search personal information, searches for customer data for current customers, but also includes searching in historical data.
In most cases, the personal data imported into the system comes from an external customer system. The recommended practice is to anonymize personal data in the customer system before importing the data. The Anonymize personal information function is intended for exceptional cases, for example when individual data need to be anonymized directly in the system.
Once you have performed a search, checkboxes appear for the fields that can be anonymized. You choose which data to anonymize by selecting the corresponding checkboxes.
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To use this function, the PD_OWNER role is required. |
1.Select Administration > Anonymize personal information. A dialog opens.
2.Enter personal data in one or more of the search fields.
3.Press Search.
4.Select the data to be anonymized by selecting the respective folder in the left menu.
5.Tick the checkboxes under Select field. The selected fields are marked with a red cross in the left menu of the search result.
6.Press Anonymize. A review window opens with a summary of the data that will be anonymized.
7.Press Yes. The anonymized user information will be placed in the changeset and must be posted for the changes to take effect.