2.38-14. Data Privacy Functionality in BP

General Description of the Feature

The already existing functionality of the "Upload Signed GDPR" was revamped in version 2.35 (Documentation: https://wiki.onedealer.com/x/Ww7x). In version 2.38 a new redesign was added that covered both "Upload Signed GDPR" and "Digitally Sign GDPR".

A new Setup key is added that controls (enable/disable) the validations when using the above functionalities.

For "Upload Signed GDPR"

• Setup Key: GDPRSignedPolicyAndFileUploadRequired = True
  • On "Save":
    • Checks if the "The customer has signed the current privacy policy" checkbox is checked
    • Checks if a document is uploaded
      • If the above are true updates the GDPR values accordingly to the values the user set in the Form
      • If the above are false the user is informed with various error messages depending which of the above steps is not fulfilled.
  • On "Customer Disagrees":
    • Checks if the "The customer has signed the current privacy policy" checkbox is checked
    • Checks if a document is uploaded
      • If the above are true updates the GDPR and sets all the values to false
      • If the above are false the user is informed with various error messages depending which of the above steps is not fulfilled.

• Setup Key: GDPRSignedPolicyAndFileUploadRequired = False
  • On "Save":
    • Updates the GDPR values accordingly to the values the user set in the Form without performing any validation for the checkbox or the document existence.
  • On "Customer Disagrees":
    • Sets all GDPR values to false without performing any validation for the checkbox or the document existence.

For "Digitally Sign GDPR"

• Setup Key: GDPRSignedPolicyAndFileUploadRequired = True
  • On "Digitally Sign"
    • Checks if the "The customer has signed the current privacy policy" checkbox is checked
      • If the above is true updates the GDPR values accordingly to the values the user set in the Form
      • If the above are false the user is informed with an error message that the checkbox is mandatory
  • On "Customer Disagrees"
    • Checks if the "The customer has signed the current privacy policy" checkbox is checked
      • If the above is true sets all GDPR values to false
      • If the above are false the user is informed with an error message that the checkbox is mandatory

• Setup Key: GDPRSignedPolicyAndFileUploadRequired = False
  • On "Digitally Sign"
    • Updates the GDPR values accordingly to the values the user set in the Form without performing any validation for the checkbox.
  • On "Customer Disagrees"
    • Sets all GDPR values to false without performing any validation for the checkbox

Business Benefit

This enhancement helps the Sales Executive control in a more efficient way the GDPR consents of each Business Partner. The process of updating the data privacy of a customer is more protected, by making the upload of a new document mandatory for every change. In addition, if a customer disagrees to sign any data privacy the Sales Executive can document this faster with a more UI friendly process.

Each customer has the possibility to decide how strict their Data Privacy Policy should be.

Configuration

Created new setup key GDPRSignedPolicyAndFileUploadRequired (Possible Values: [True, False ], Default: True)

Existing BC IDs to access the functionalities:

• GDPR Digital Upload button in BP Page: 12122
• GDPR Upload Signed File button in BP Page: 12125

Additional Information

Feature redesigned from version 2.35

Feature Number:

• ODP-1045
• ODP-1017