You can view a summary of Targeted Data Discovery (TDD) results for a data subject request. You can also add and edit summary groups to associate related Personally Identifiable Information (PII) collected by TDD.
To view the Results Summary
On the menu, select . The Requests screen appears.
Click on a request in the list. The Data Subject Request Details screen appears.
Click the Results Summary button. The Results Summary screen will appear.
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The Results Summary includes a few tabs for organizing personal information collected from during request fulfillment and managing reporting and redaction preferences for uploaded files.
In either the Structured Data tab or Unstructured Data tab, click the Create Group button. The Add New Group modal appears.
Enter a name for the new group, then click the Add button. The new group will appear in the Results Summary screen.
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TDD results will automatically populate in the groups configured by the payload of the respective integration workflow action.
Tip
You can also dynamically create groups in the payload of the OneTrust: POST Targeted Data Discovery Summary Results action, which is configured in the module's Workflow Builder screen.
To edit an existing group
In either the Structured Data tab or Unstructured Data tab, click the Context Menu of a group.
Select Edit. The Edit Group modal appears.
Update the group name as necessary.
Click the Save button.
To delete an existing group
In either the Structured Data tab or Unstructured Data tab, click the Context Menu of a group.
Select Delete Group. The Edit Group modal appears.
Confirm the deletion by clicking the Delete button. The group will be removed from the tab.
To order results in the summary
In OneTrust
You can manage the order in which data results appear in a group. These changes will be reflected in the summary export. Data points can also be moved between groups for additional customization.
Through API
You can manage the order in which result groups appear in the Result Summary. These changes will be reflected in the summary export.
Targeted Data Discovery endpoints are available in the Developer Portal.
Note
You will need a developer tool like Postman that can execute REST APIs.
Create a POST call with the tddapi endpoint that includes your base URL and the Request ID.
In the Body, organize the group parameters in the order you wish them to appear in the Results Summary screen.
Click the Send button. Ensure the status code is 20X. The group order should now be reflected in the Results Summary screen.
