The Scheduled PII Redaction feature in Customer Feedback Management (CFM) helps you automatically remove personally identifiable information (PII) from responses after a defined period. This ensures your organization meets privacy and compliance requirements by preventing responses from being linked back to individual users, aligning with Sprinklr’s broader privacy and PII‑protection standards.

By removing identifiers while keeping response content intact, you can continue to analyze trends and insights without compromising user privacy.

Prerequisites

You are required to have Scheduled PII Redaction permissions at the App Level within the CFM App.

Setting Up Scheduled PII Redaction

1. Navigate to Customer Feedback Management App and then go to Global Settings in the left pane.

   

2. Go to the Data & Privacy section and click PII Redaction.

   

3. Go to the Automate PII Redaction page, where you can set automated rules to redact PII from responses after a defined period. This ensures privacy compliance by permanently removing identifying information, while keeping insights and analytics intact.

   

   1. Toggle Enable PII Redaction and click Configure.

   2. To configure automated rules for redacting Personally Identifiable Information (PII) from responses after a set period, begin by clicking 'Configure' and then navigating to the 'Scheduled PII Redaction' page. This functionality ensures adherence to privacy regulations by permanently removing identifying data, while still allowing insights and analytics to remain fully intact. Consequently, any direct connection between a profile, its transactions, and corresponding responses will be severed.

      

      1. Entity Type: Entity type will be selected by default.

      2. Target Fields: You can add target fields as Response Fields, Profile Fields and Transaction Fields.

         Note: Redaction does not apply to Profile and Transaction fields themselves, but any copies of this data linked to responses will be redacted to break the connection and ensure responses cannot be tied back to an individual.

      3. Access the Redaction Conditions section to define a condition. All responses that meet these specified conditions will automatically have their identifying information redacted. Here, you can define the condition by selecting a category from the drop-down and select a relevant operator and unit. There are 2 different categories that can be selected from the drop-down which are Response Received Date and Response received- Custom Date (Date Selector).

   3. Click Save.

Manage Scheduled PII Redaction

1. Activity Log: The activity log meticulously records every action associated with PII Redaction rights, including their creation, modification, deletion, activation, and deactivation. It also registers the specific fields that were altered during policy adjustments, detailing who made the changes, when these modifications occurred, and the precise updates applied at the field level.

   Authorized users can access all audit entries through the Activity Log. The system comprehensively records all backend failures, including policy-level errors and issues encountered during redaction jobs. It is engineered to ensure that any problems or errors within the logging process do not disrupt policy management or the execution of redaction tasks. Furthermore, all errors that occur during the creation or activation of policies are also logged.

   This mirrors the way policy-level activity is presented in other Sprinklr policy logs.

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2. Affected responses: The Affected Responses view shows the responses impacted by the Scheduled PII Redaction Policy. As a user with Scheduled PII Redaction permissions, you can view all responses affected by a Scheduled PII Redaction Policy, including the total count and detailed records. This helps you validate the redaction results and identify any discrepancies after the scheduler runs. Below, you will find the steps for accessing.

   1. On the Policy Overview page, select Affected Responses and click View responses.

      The policy page displays “Affected Responses” and “Affected Surveys”

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      The drill in view displays: the total number of responses impacted. The Affected Surveys record manager displays:

      

      1. Survey Name

      2. Program Name

      3. # of responses impacted

      4. Survey Owner

         This view helps you understand the scope and impact of the policy.

You can refresh the Affected Survey Page and you can Sort and Filter the columns.