Creating an End-User Subject Access Request in Request Manager

When an end user makes a request to receive or delete data from your environment that contains personally identifiable information (PII), you can create a request in Request Manager to manage and fulfill the request.

You can also create requests when you resolve risks. For information on resolving risks, see Resolving Risks Discovered in Data Sources.

Before You Begin

Gather the following information before you create the task:

  • The email address of the end user making the request.
  • The types and values of the PII that you want to identify in the data sources.


  1. Open Request Manager as follows:
    1. From the navigation pane, go to Solutions > Activate.

      The Activate page appears.

    2. Under Review, click Request manager.
    3. The Request manager page appears.
  2. In the upper right of the page, click Add request.

    The Add request dialog box appears.

  3. Enter the following information:

    Field Name




    The name of the request as it will appear in Request Manager.

    • In Name, enter a name for the request.


    Select the type of data-related task that the user requested.

    • Export: Data that contains PII of the user is exported and delivered to the user.
    • Delete: Data that contains PII of the user is deleted from the data source.
    • In Type, select the type of task you want to perform:
      • To export the data that contains the user's personal entities, select Export.
      • To delete the data that contains the user's personal entities, select Delete.

    Document Chaining

    When selected, if any additional entities are found in a document, any other documents that contain the additional entities are also included in the result set of documents for the request.

    • Optional: To enable document chaining, select Document Chaining.

    Requester Email

    The email address of the user that initiated the request for the data export or delete operation.

    • In Requester Email, enter the email address of the user who initiated the request.

    Select Personal Entities

    The types of PII that the user wants to identify in your data sources.

    For each type of entity that you select, you must enter a value for the entity. These values should be provided by the user who initiated the request.

    For more information about entity types, see Personally Identifiable Information (PII) Entity Types.

    1. In the Select Personal Entities list, select one or more types of entities that you want to search for.

      Tip: Use the search bar to filter the list of entity types.

    2. When you are finished, click OK.

      A box appears for each entity type that you selected.

    3. In each entity type box, enter a value that corresponds to the user's PII that you want to discover.

      For example, to find data with the phone number 555-555-5555, select the Phone entity type, and then enter 5555555555 in the Phone box.

      Tip: If you need to enter multiple values for a single entity type, click the plus button to the right of the entity box.

  4. When you are finished, click Save.

What to Do Next

After you create a request you need to associate a project and to assign reviews and approvers to the request. For more information, see Configuring a Request.

Last modified: 8/19/2019 8:06:41 PM