DSR Handling Playbook (GDPR/CCPA)
CommunicationMall Team
Estimated time: 7-10 days
ComplianceGDPRCCPAPrivacyAutomation
Operationalize data subject request intake, verification, fulfillment, and auditability with clear controls and repeatable workflows.
Who this is for
- Privacy teams
- Compliance teams
- Security
- Legal ops
Prerequisites
- Data inventory and system map (systems that store personal data)
- Request verification policy (identity proofing requirements)
- Retention policy and legal hold process
Steps
1. Centralize DSR intake
dsr-intakeMake every DSR request captured, tracked, and time-bound.
Checklist
- Provide a single intake route (web form + email alias) and publish it in policies.
- Auto-classify request type (access, deletion, correction, portability, opt-out).
- Assign SLA timers per jurisdiction and request type.
- Capture consent status and communication preferences.
Outputs
- DSR ticket schema
- SLA timer rules
- Public-facing DSR entry points
2. Verify identity before fulfillment
verify-identityPrevent unauthorized disclosure or deletion.
Checklist
- Define verification tiers (low/medium/high risk).
- Require stronger verification for sensitive data or account changes.
- Record verification evidence and decision metadata.
- Support a secure handoff to human review when verification is inconclusive.
Outputs
- Verification playbook
- Evidence checklist
- Escalation path
3. Fulfill, audit, and close
fulfill-and-auditExecute fulfillment consistently and produce audit-ready artifacts.
Checklist
- Fan out tasks to each system (CRM, email platform, analytics, billing, storage).
- Generate fulfillment artifacts (export package, deletion confirmations).
- Maintain an audit trail with timestamps and approvers.
- Close with a standardized response and retention of proof.
Outputs
- Fulfillment checklist per system
- Audit trail artifacts
- Closeout response template
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