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            Restrict Data Processing in Account Engagement

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            Restrict Data Processing in Account Engagement

            Various laws and regulations require you and your company to sometimes restrict the processing of your customers’ data, such as the EU General Data Protection Regulation and the U.S. Federal Rules of Civil Procedure. To comply with data protection and privacy regulations, you can prevent the processing of your customers’ data. Review this guidance to help you restrict forms of data processing. You can then address the compliance regulations that apply to your company.

            Required Editions

            Available in: all editions

            If you encounter situations that require you to restrict data processing for your customers, review these common requests and the procedures related to them.

            Customer Request Actions to Consider Things to Consider
            My company received a legal hold for certain customer records.

            Export the prospect’s data to retain it, and then archive the prospect in the recycle bin.

            Consider that some activities unarchive the prospect.

            My customer stopped doing business with us. Although we no longer need their data, they asked that we keep it because they’re involved in a legal proceeding that possibly needs the data.

            My customer told me that the personal data we have on file is inaccurate.

            Because of those errors, she wants us to stop processing her data until we’ve verified the data’s accuracy.

            Export the prospect’s data to retain it, then archive the prospect in the recycle bin.

            Work with your customer to verify the data’s accuracy. Then, get their approval to resume processing their data. Remove the prospect from the recycle bin to resume processing.

            Consider that some activities unarchive the prospect. To prevent unarchiving the prospect, permanently delete the record.

             
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