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Customer Consent Management

Each customer can set consent preferences by accessing the Consent Management menu option from the Customer menu.

When accessing this menu option, the customer can review the list of consents, define whether to opt-in or opt-out to each one, or view historical information about opting-in or opting-out of previously performed activities.

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In this screen:

Field

Description

TOPIC

The consent topic name.

DESCRIPTION

The consent topic description.

DURATION

The duration that the consent is considered valid. For every customer, the consent will be considered effective from the moment of opting-in, for the duration that is specified in this field.

EFFECTIVE DATE

The date the customer opted-in for this consent topic.

EXPIRATION DATE

The date the consent expires. This date is automatically calculated by adding the EFFECTIVE DATE to the number of months in the DURATION field.

ACTION

The On/Off slider allows the customer to opt-in or opt-out from the consent.

Note: The default value for this field is Off (opt-out.)

When a user changes consent topic preferences (example: from opt-in to opt-out), a dialog box displays to confirm the selection. This dialog box includes the opt-in or opt-out text defined in the consent configuration.

Any change that the customer performed in the consent preferences (example: opt-in or opt-out) is registered in the system for audit purposes. The change can be viewed in the Consents History tab.

image

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Customer Consent Management

Each customer can set consent preferences by accessing the Consent Management menu option from the Customer menu.

When accessing this menu option, the customer can review the list of consents, define whether to opt-in or opt-out to each one, or view historical information about opting-in or opting-out of previously performed activities.

image

In this screen:

Field

Description

TOPIC

The consent topic name.

DESCRIPTION

The consent topic description.

DURATION

The duration that the consent is considered valid. For every customer, the consent will be considered effective from the moment of opting-in, for the duration that is specified in this field.

EFFECTIVE DATE

The date the customer opted-in for this consent topic.

EXPIRATION DATE

The date the consent expires. This date is automatically calculated by adding the EFFECTIVE DATE to the number of months in the DURATION field.

ACTION

The On/Off slider allows the customer to opt-in or opt-out from the consent.

Note: The default value for this field is Off (opt-out.)

When a user changes consent topic preferences (example: from opt-in to opt-out), a dialog box displays to confirm the selection. This dialog box includes the opt-in or opt-out text defined in the consent configuration.

Any change that the customer performed in the consent preferences (example: opt-in or opt-out) is registered in the system for audit purposes. The change can be viewed in the Consents History tab.

image

Previous

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