Overview

Persona's ecosystem offers redaction capabilities to help organizations manage and protect personal identifiable information (PII). PII can be a wide range of things, such as Name, Birthdate, and IP Address.

How redactions work

When information is redacted, it is permanently removed from the Persona ecosystem. Persona does not retain any copies of deleted data or metadata related to that record.

You can choose whether you want to:

• Manually redact information within a specific object (such as an Inquiry or Account).
• Set up automatic redactions for specific information in a workflow.
• Implement organization level redaction policies.

Redactions cascade and also redacting ‘downstream’ objects.

• Eg. Redacting an Account will also redact its associated Inquiries… but redacting an Inquiry will not redact its parent Account.

The graphic illustrates which objects lie downstream of others. Redacting one object will redact all objects below it, but not objects beside or above it. Objects not included in this graphic (such as Cases, List, and Exports) will only redact themselves.

How to manually redact all information in an object

1. Choose what kind of object you’re going to redact information within, such as an Inquiry or Verification.
2. Open the Dashboard.
3. Click on the object’s subpage in the left menu, such as Inquiries.
   1. If it’s an option, click on All within that subpage, such as Inquiries > All Inquiries.
4. Click on the specific object you want to redact.

5. In the top right corner, click More > Redact. The attached image shows this for an Inquiry.

How to automatically redact, or redact specific information, in an object

You cannot redact specific information for a created object. However, you can configure an object template, such as an Inquiry template, to automatically redact specific information.

Steps

1. Open the Dashboard.
2. Click on Workflows > All Workflows.
3. Create or Edit a Workflow.
4. Click to add a Step to your Workflow.

5. Make it an Action. Choose Redact Object in the “Find Action” box.
6. Choose an Object to Redact, followed by which fields to Redact. By default, it will redact all Personally Identifiable Information (PII).
7. In the top right corner, click Save and Publish to save your updated Workflow.

How to create organization-level redaction policies

When configured, organization level redaction policies will automatically redact all Persona-defined personal identification information (PII) after a certain amount of time. It is a blanket policy for your entire organization over a timeframe you select. Redaction policy timeframes can range from 2 days to 2 years, depending on your needs.

Steps

1. Open the Dashboard.
2. Click on Organization > Security.
3. Scroll down to the Data redaction section.
4. Change the default from 'None' to a time period in days.