Creating and Managing Contextual Relationships

Note:

For information on the legacy interface for creating relationships, see To link inventory records (legacy interface)

You can link assets, processing activities, entities, and vendors together as a set of related inventory records. This will help you define where data transfers are occurring, which data is being transferred, the value of the data, and the data transfer mechanism.

The details of the relationship will be will be visible in both inventory records. You can define the relationship using the following options:

  • sells data to

  • is storage/processing point of

  • is source/collection point of

  • sends data to

  • is provided by

  • receives data from

  • is related to

  • buys data from

To create contextual relationships between inventory records

  1. On the Data Mapping Automation menu, select Assets, Processing Activities, Entities, or Vendors. The corresponding inventory list screen appears.

  2. Select the name of an inventory record from the list. the Inventory Details screen appears.
  3. Go to the Related tab.


  4. Click the Create New button for the type of inventory record you want to add. The Select Objects and Relationship Type and Context Processing Activity pane appears.


  5. Configure the fields. For more information, see
  6. Click the Save button.
Note:

Inventory records can also be linked through assessments. Inventory records linked through an assessment will appear in Related tab. For more information, see Adding Inventory Record Links.

To review proposed relationships (subprocessors)

After upgrading to the new Data Transfers and Contextual Relationships interface, any existing relationships without a data flow direction defined (e.g., subprocessor relationships) will require your review to verify the direction of data flow.

  1. On the Data Mapping Automation menu, select Assets, Processing Activities, Entities, or Vendors. The corresponding inventory list screen appears.

  2. Select the name of an inventory record from the list. the Inventory Details screen appears.
  3. Go to the Related tab.
  4. Hover over the row for a proposed relationship until the Context Menu icon appears.
  5. Click the Context Menu icon. The Context menu appears.


  6. Select an action. A confirmation modal appears.
    Note:

    You can approve the directional relationship, reverse the relationship's direction, or delete the relationship.

  7. Click the Confirm button.

Select Objects and Relationship Type and Context Processing Activity Pane Reference



Field

Description

Select Objects and Relationship Type

Relationship Type

Select a relationship type.

Target Object Type

Select an object type for the target of the relationship.

Target Object Record

Select the target record for the relationship.

Third Country

Enter the name of any applicable third country.

Applicable surveillance or security laws

Select applicable security or surveillance laws.

Encryption

Enter the encryption type/method.

Frequency of Transfer

Select a frequency.

Context Process

Select a context process.

Security measures

Select applicable security measures.

Transfer mechanism

Select a transfer mechanism.

Volume of data

Enter the volume of data.

Context Processing Activity

Processing Activities

Select a context processing activity.

To edit relationship details

  1. On the Data Mapping Automation menu, select Assets, Processing Activities, Legal Entities, or Vendors. The corresponding inventory list screen appears.

  2. Click the name of the inventory record. The Inventory Details screen appears.

  3. Go to the Related tab. A list of inventory relationships appears.
  4. Click the ID for the relationship for which you want to edit details. The Relationship Details screen appears.

  5. Click the Edit icon next to an editable field. All editable fields display.


  6. Complete and revise the fields. 
  7. Click the Save button.

To delete a linked inventory record

  1. On the Data Mapping Automation menu, select Assets, Processing Activities, Entities, or Vendors. The corresponding inventory list screen appears.

  2. Select the name of an inventory record from the list. the Inventory Details screen appears.
  3. Go to the Related tab.
  4. Hover over the row for the related record you want to remove until the Context Menu icon appears.
  5. Click the Context Menu icon. The Context menu appears.

  6. On the Context menu, select Remove. A confirmation modal appears.
  7. Click the Delete button. The Delete Relationships modal appears.

  8. Click Confirm.

To view the relationship history

  1. On the Data Mapping Automation menu, select Assets, Processing Activities, Entities, or Vendors. The corresponding inventory list screen appears.

  2. Select the name of an inventory record from the list. The Inventory Details screen appears.

  3. Go to the Activity tab. Changes to the inventory relationships will be shown in the timeline.

To view the Data Graph for a relationship

Note:

Data graphs can now display relationships between objects such as projects, data sets, and models as well as inventories.

This enhancement is currently available as a Public Preview feature. To enable the enhanced data graph feature, contact OneTrust Support or your account representative.

For any inventory record with relationships defined, the Data Graph displays the relationships and related objects for each inventory record. You can view the details of each related inventory as well as the specifics of every documented transfer.

  1. On the Data Mapping Automation menu, select Assets, Processing Activities, Entities, or Vendors. The corresponding inventory list screen appears.

  2. Select the name of an inventory record from the list. The Inventory Details screen appears.

  3. Go to the Related tab.
  4. Click the View Data Graph button. The Data Graph displays for the inventory record.


  5. Click a related transfer or inventory. The Details pane appears for that object.
    Note:

    Related inventories and transfers are color-coded on the Data Graph as follows:

    • Blue: identifies the original inventory (the record for which you are viewing relationships).

    • Orange: identifies a data transfer.

    • Green: identifies an asset, entity, or vendor inventory.

To link inventory records (legacy interface)

  1. From the Data Mapping Automation menu, open the Inventory Details screen for the record from which you want to initiate the link. 
  2. Go to the Related tab.


  3. Click the Add or Manage button for the type of inventory record you want to add. The Add Related modal appears.


  4. Select the inventory record that you want to link.
  5. Specify a relationship type (if applicable).
  6. Click the Add Related button.
Note:

Inventory records can also be linked through assessments. Inventory records linked through an assessment will appear in the list.

To remove a linked inventory record

  1. Open the Inventory Details screen for the record from which you want to terminate the link.
  2. Go to the Related tab.
  3. Hover over the row for the related record you want to remove until the Context Menu icon appears.
  4. Click then Context Menu, then click Remove. A confirmation dialog appears.
  5. Click the Remove button.