Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

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)

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us