Maintain basic data

This field is used to define the type of individual who is the subject of the personal data. It can be identified as:

1 - User

2 - Contact

3 - Customer

4 - Supplier

• Users can be M3 Business Engine users and related roles.
• Contact can be contact persons with the customer or supplier.
• Customer can be customers and suppliers that are private persons, an employee buying a product from the company.
• Supplier can be employees that are paid expenses through accounts payable.

This field can be manually specified or automatically assigned by the system. It is used to define the priority tables and fields when searching for the data subject record.

The status of the record can be set with these alternatives:

• '10-Preliminary' is the default status when a record is newly created.
• '20-Active' is set if the record will be used.
• '90-Deactivated' is set if the record can no longer be used.

Specify the search table where the personal data of a data subject is stored.

Specify the search field that holds the personal data of a data subject.

This field will propose the default 'Search' field name or description and can be overwritten.

This field is used to define the type of personal data from the search field.

Alternatives:

1 - Full name

2 - First name

3 - Last name

4 - Address

5 - Phone no.

6 - Bank Account No.

7 - Email

Specify the search key to find the data subject record in the table.

Select the check box if the specified search data in 'Data Subject Run. Set Search Data' (CMS214) should be an exact match to the data in the record field.

Example: The user record in (MNS150) includes the name 'John Mayer'. If the check box is selected, the search data in (CMS214) must read exactly 'John Mayer'. If the search data is 'John' and should match the user record, deselect this check box.

Select the check box to force a case sensitive search of the personal data.

Use this field to add a comment about the data subject search.

This field is used to define the type of individual who is the subject of the personal data. It can be identified as:

1 - User

2 - Contact

3 - Customer

4 - Supplier

• Users can be M3 Business Engine users and related roles.
• Contacts can be contact persons with the customer or supplier.
• Customer can be customers and suppliers that are private persons, an employee buying a product from a company.
• Supplier can be employees that are paid expenses through accounts payable.

Specify the reference data table where the personal data of the data subject is stored.

Specify that data field that holds the personal data which requires an action.

The status of the record can be determined with these options:

• 10-'Preliminary' is the default status when a record is newly created.
• 20-'Active' is set if the record will be used.
• 90-'Deactivated' is set if the record can no longer be used.

Specify the search key to find the data subject record in the table.

This field will propose the default 'Data field' name or description and can be overwritten.

Select an action for the data fields. These are the valid alternatives:

• Alternative 1 - Delete record. No data field is required. It will erase the whole record that contains the personal data.
• Alternative 2 - Anonymous text. The personal data will be replaced by the specified text.
• Alternative 3 - Anonymous key. The personal data will be replaced with the unique ID which is automatically generated by the system. A summary of the original personal data and the equivalent unique ID will be saved in 'Anonymous Data Subject. Open' (CMS220).
• Alternative 4 - Manual update only. The personal data is to be updated manually by the user in the related program. It is defaulted as action when a record is manually added.

This field indicates the text that will be used to replace personal data. When the record is generated from function F14='Gen standard', it will propose a default value.

Select the check box to replace the whole text of the personal data when Action 3-'Anonymous text' or 4-'Anonymous key is taken' is selected.

Use this field to add a comment about the data subject search.