Tune discovery: automation settings and the configuration page

Steps

1. 1

   Open Data map and find Discovery automation

   In Data Protection, select Data map and scroll down to the Discovery automation card. It sums up four settings: classification questions, change alerts, the minimum score for suggesting a link to an activity, and the processor providers discovery recognises. Select Change settings.

   • Select Data map
   • Select Change settings
2. 2

   Set when reviewers are asked about unclear columns

   After a scan, ComplianceOS asks a reviewer about columns it is not sure of. The first switch turns those questions on or off. Ask when confidence is below sets how unsure it must be; change it from 70 to 80 so more columns are checked by a person. Questions per scan limits how many are asked each time.

   • Type Ask when confidence is below (%): 80
3. 3

   Read the change alerts

   Change alerts tell people when personal data changes between two scans, for example a new column holding passport numbers. The switches choose who is told: the Data Protection Officer, using the email you entered in Regime and DPO, and the system's owner. If neither is on, everyone with access to the entity is told.

4. 4

   Raise the score needed to suggest a link

   Minimum score to suggest a RoPA link decides how sure the data map must be before it suggests linking a table to an activity. Points come from the same system, matching data categories and data subjects, and shared words in names. Change it from 50 to 60 for fewer, surer suggestions.

   • Type Minimum score to suggest a RoPA link (1–100): 60
5. 5

   Read the processor providers and select Save

   The Processor providers table lists well-known suppliers. When a connected system matches one, by its type or host name, the data map suggests adding that supplier to the processor register. Switch a provider off if you do not want that suggestion, or add your own below the table. Select Save.

   • Select Save
6. 6

   Select Open configuration

   On the Discovery configuration card just above, select Open configuration. The page lists twelve sections, from thresholds and personal-data categories to hosting regions and document detection. A note says the entity is using the platform defaults.

   • Select Open configuration
7. 7

   Find a threshold with the filter box

   The first section, Thresholds and connector settings, is a long list. Type DPIA in the Filter box to find DPIA trigger, rows. Under each setting you can see the platform default and the allowed range.

   • Type Filter…: DPIA

   

8. 8

   Change the threshold and save

   Meridian Souq treats tables of 5,000 people or more as large. Type 5000 in DPIA trigger, rows. The Save button now counts one change. Select it.

   • Type DPIA trigger (rows): 5000
   • Select Save 1 change(s)
9. 9

   Select History

   The version number beside the section's title has gone up, and a Reset section button has appeared, which puts the whole section back to the platform defaults. Select History to see what changed and when. Every save adds a version, and Restore beside an earlier version puts that version back.

   • Select History
10. 10

    Open Personal-data categories

    Select Personal-data categories. Three lists appear: the categories of personal data, the groups they belong to, and the types of data subject. Platform entries are marked Platform. Select Add on the Categories list to see what a category of your own needs: a code, a group, an English label and an Arabic label, and whether it is sensitive or identifies a person. Select Cancel to close the form without adding anything.

    • Select Personal-data categories
    • Select Add
    • Select Cancel
11. 11

    Open Hosting regions

    Select Hosting regions. Each cloud region code is matched to the country where its data is stored. This list is what drives the cross-border suggestions: a system in a region outside the United Arab Emirates prompts a transfer record.

    • Select Hosting regions
12. 12

    Open Data subject identifiers

    Select Data subject identifiers. These are the identifiers a data subject request can be searched by, such as email address, phone number and Emirates ID, and the categories that hold each. The other sections, such as column-name rules and value formats, work the same way: a list you can add to, edit or switch off for this entity.

    • Select Data subject identifiers
13. 13

    Look at the buttons at the top of the page

    Four buttons act on the whole configuration. Apply to existing data re-runs classification on columns already scanned, keeping the decisions people made. Copy from another entity copies sections from a sister company. Export saves the configuration as a file, and Import loads one. Select Export to keep a copy before larger changes.

    • Select Export
14. 14

    Go back to the data map

    Select Back to the data map. The Discovery configuration card no longer says the entity is using the platform defaults.

    • Select Back to the data map