Add PI information objects to a privacy case

  • Release version: Zurich
  • Updated March 12, 2026
  • 1 minute to read
  • To identify the types of personal data compromised during a breach, add [PI] information objects to a privacy case.

    Before you begin

    Role required: sn_privacy_case.privacy_case_analyst

    Procedure

    1. Navigate to All > Privacy Management > Privacy Workspace.
    2. Select the list icon.
    3. Select All Cases.
    4. Open the case for which you want to add [PI] information objects.
    5. Click the [PI] Information objects related list.
    6. Click Add.
    7. Select the information object(s) you want to add to the privacy case.
    8. Click Add.

    What to do next

    After adding PI information objects, add key stakeholders to the privacy case. For more information, see Add key stakeholders to a privacy case.