Managing Data Subject Records

You can clean up data subject records rather than deleting the data subject record altogether depending on your organizational needs. You can remove the Test label from a data subject record on the Data Subjects and Data Subjects Details screen as needed, which may be helpful in instances where the label was added in error. You can also delete Purposes from a data subject profile that may have been added incorrectly or as a result of a test.

To remove the Test label from a data subject record

Method 1: Data Subjects screen

  1. On the Universal Consent & Preference Management menu, select Data Subjects > Profiles. The Data Subjects screen appears.

  2. Select the check boxes corresponding to the data subjects from which you want to remove the Test label.


  3. Click the Remove Test Flag button. The Remove Test Flag modal appears.


  4. Click the Confirm button. The Test label is removed from the data subject record.

Method 2: Data Subject Details screen

  1. On the Universal Consent & Preference Management menu, select Data Subjects > Profiles. The Data Subjects screen appears.

  2. Click the link in the Name column for the data subject from which you want to remove the Test label. The Data Subject Details screen appears.


  3. Click the Remove Test Flag button. The Remove Test Flag modal appears.


  4. Click the Confirm button. The Test label is removed from the data subject record, and a record of the removal will appear on the User Activity tab.

To delete a purpose from a data subject profile

You can delete purposes from a data subject profile in instances where the record was added incorrectly and should not exist. Deleting Purposes from a data subject profile will delete all underlying transactions but will retain the receipt. In addition, a record of the deletion will appear on the User Activity tab.

Note:

You should only delete Purposes from a data subject profile if the record was added incorrectly or added as a result of a test. Otherwise, please consider whether marking the Purpose as Withdrawn would be more appropriate for your use case. For more information, see Managing Consent on Behalf of a Data Subject.

  1. On the Universal Consent & Preference Management menu, select Data Subjects > Profiles. The Data Subjects screen appears.

  2. Click the link in the Name column for the data subject from which you want to remove Purposes. The Data Subject Details screen appears.

  3. Navigate to the Purposes tab.
  4. Click the Context Menu icon in the Purpose Summary section.
  5. On the Context menu, select Delete Purpose. Check boxes appear next to the Purposes on the Purpose Summary pane.


  6. Select the check boxes for the Purposes you want to delete from the data subject profile.
  7. Click the Delete button. The Delete Purposes modal appears.


  8. Click the Confirm button. The Purpose is deleted from the data subject, and a record of the deletion appears on the User Activity tab.