One of the new capabilities added in the Yokohama release, is the ability for Employees and Alumni to request a personal information report. So what does it do?
It provides a new, simple, requestable HR Service called "Request Personal Information Report"
This allows the employee to fill in a simple form and raise the request to HR…
The service triggers an approval step to the line manager, and once approved and the agent starts work - opens up a new UI Action on the case.
This action creates a PDF document and attaches it to the case.
As an admin, you can control the template too.
Whilst looking at the capability, I did stumble over a couple of curiosities. First, the security seems to completely prevent the creation of additional records in the RTBI field configuration. This meant that I was unable to create a custom field, and include it in the report.
Second, the RTBI functionality does not seem to reference the out of the box data classification capability directly. I.e. I can create a new HR profile field and classify it using data privacy: data classification, but it does not then appear automatically in the RBTI configuration.
I am unsure what the rationale behind this is at the moment; though time permitting I'll dig deeper and try to understand.
