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Implementing client-based access control (CBAC)

Updated on January 18, 2022

Implement client-based access control (CBAC) to ensure the data privacy requirements of the European Union (EU) General Data Protection Regulation (GDPR) and similar regulations. For more information, see Building a client-based access control environment.

Pega CRM for Financial Services 8.7 Feature Adoption for Pega Cloud
To establish CBAC rules for instances potentially containing private data, complete the following steps.
  1. In the header of Dev Studio, search for and open the GDPR_ContactCBAC rule.
  2. On the Data elements tab, make edits as necessary. For more information, see Configuring a client-based access control rule.
  3. Optional: If custom edits are needed to access, rectify, or delete private data, add custom activities on the Identifier mapping tab.
    Note: Only unique IDs, such as, first name, last name, or birth date are allowed.
  4. Repeat steps 1-3 for the GDPR_B2CLeadCBAC and GDPR_HouseholdCBAC rules.
  • Previous topic Upgrading to use attribute-based access control (ABAC)

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