Highlights

Articles

Consent
The CCD tool allows you, as the user, to record customer consent within fields and notes against the customer record. There is also a tick box available on the client screen for you to use, should you wish to. However, note that the consent accordin...
Recording children's data
We have always allowed notes to be recorded against client records as the flexibility offered through the system is vital depending the type of business conducted. Through the notes functionality, any type of information can be recorded on the syste...
The right of access
You can retrieve all client information through the fact find document and by taking screen shots of the screens that hold personal data. CCD versions 4.5.x and below have manual workarounds for retrieving client data. Data can be extracted from ea...
The right to rectification
Within CCD all client personal data fields can be edited. Bear in mind when completing the name and address fields that they are case-sensitive and will be displayed in a letter in exactly the format you have entered them. You will note that the su...
When a client requests deletion
There are two modules where you can enter client information: Clients and Fact Find The Clients module is where you would view general data about a client, including their holdings (policies/directly held assets etc) and work/task details. The Fac...
When a Staff Member leaves
When a staff member leaves, their staff record should NOT be deleted from CCD as historic reporting, compliance and remuneration records use the staff reference and will be affected by the record being deleted. However, this needs to follow your int...
The right to restrict processing
CCD versions 4.5.x and below have manual workarounds for restricting further processing of client data. Select the client which you want to restrict processing on and change a field name on the record to DO NOT PROCESS for example. When creating a f...
The right to data portability
Client data can be exported as a .csv file and given to the client in a machine-readable format. Firstly, find the client records within CCD.  This can be done from within the Client or Admin Module (you can use Find Mode (CTRL F) to narrow do...
Data breach investigation
The GDPR introduces a duty on all Data Controllers' to report certain types of personal data breach to the relevant supervisory authority. Whilst audit logging is not a requirement[MS(S1] from the legislation, it may help with investigating bre...
Retention
CCD versions 4.5.x and below have manual workarounds for setting data retention rules. All client records can be searched for based on client review data (or contract review date). This can be used for setting data retention policies, however again ...