Add PI information objects to a privacy case

  • Release version: Australia
  • 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

    About this task

    [PI] information objects represent types of data that have been classified as personal information in your organization, such as email addresses, bank account numbers, or educational details. Only information objects that have been classified as personal information appear in the [PI] Information objects list. For more information, refer to Classify information objects as personal information.

    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. Select the [PI] Information objects related list.
    6. Select Add.
    7. Select the information object(s) you want to add to the privacy case.
    8. Select 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.