Providing useful context for DSR

In many cases, implementing a flow that performs a preliminary search for user data, before handling a DSR is useful. Data can be sent back to MineOS to help decision-making when handling requests. This can support manual or automatic decision-making (by a human agent or workflow). Examples include: verifying if the data subject is a customer, a marketing lead, a partner or an employee. Checking if the customer is a paying customer or not. Checking to which product the data subject has subscribed to etc.

MineOS provides different mechanisms for implementing this preliminary search:

Custom Integration Preview

Allows data specific to an integration to be previewed. The results are limited by the number of rows/columns and are designed only to show a few main beneficial properties about the data subject: https://developers.mineos.ai/docs/handling-preview-operations#/

New Request webhook event

By subscribing to the Request Created webhook event, you can perform a search and use MineOS API to update the results. There are two API methods you can use, depending on how the data should be used:

1. Use the Add a note to provide human-readable, formatted text:

1. Use Update metadataAPI to provide structured key-values to be used by other automations: