Using Privacy Manager

Starting

1. In GAX Configuration Manager, go to eServices and select Privacy Manager.
2. Do one of the following steps:
   1. For 8.5.1 releases and lower, select a UCS. The main Privacy Manager window displays.
   2. For 8.5.3 releases and higher, you can select a UCS and tenant to use with Privacy Manager.

Tip

Privacy Manager is designed to be viewed at a minimum screen resolution of 1280х1024, or a full HD resolution of 1920x1080.

Creating or Editing a Rule

• To create a rule, click New.
• To edit an existing rule, click the rule name or the Edit icon.

The window that opens is titled either New Rule/Test Rule or Edit Rule/Test Rule, but in either case the fields and functionality are identical.

New Rule, Edit Rule, Test Rule

Note the following:

• For RegEx, you can either select one of the ready-made regular expressions or open the RegEx Create/Edit window to create a new one.
• For Priority, 1 is the first (highest) priority, 2 is next, and so on.

Important

Although it is possible to assign the same priority to multiple rules in the same group, Genesys recommends against doing so.

Testing a Rule

The right-hand pane of the edit/create window allows you to test a rule.

• Test message is text that you will try applying the rule to. You can select a ready-made test message or write your own.
• Click Test to run the rule on the test message. The results appear in Test Result.

Creating, Editing, and Testing RegExes

• To create a RegEx,
  • Click New on the RegEx tab, or
  • Click New next to the RegEx field in the New Rule/Edit Rule window.
• To edit a RegEx, click its Edit icon on the RegEx tab.

New RegEx/Test RegEx

• Testing RegExes works in the same way as testing rules.

Importing and exporting rules

Important

• This feature is only available in 8.5.3 releases and higher.
• Your account must have sufficient role privileges to use this feature. Refer to the Role-Based Access Control section for more information.

You can export and import rule sets as JSON files. This is useful if you want to copy a rule set to another instance of Privacy Manager.

To export a rule set, click . Privacy Manager prepares the JSON file for export. Click Download to save the JSON file to your computer.

To import a rule set, click . Select a JSON file and click Import.

Privacy Manager does not overwrite existing rules when you import a rule set. For example, if you import a rule set and a rule name matches one that already exists, Privacy Manager appends Copy_1_of_ to the imported rule name (for example, Credit Card rule for Chat becomes Copy_1_of_Credit Card rule for Chat).

Limitations

Genesys recommends that you observe the following limits:

• RegEx: no more than 400 per Tenant
• Test Messages per RegEx: no more than 20
• Rules per Group: no more than 200