Proca.Supporter.Privacy (proca v3.0.2)

This module specifies how the supporter presonal data is stored and share between orgs.

Personal data in Proca

Personal data is decoupled from actions in following way:

Each action is identitfied by Action record and can reference a supporter

Supporter records an individual taking action. Can be identified uniquely by a fingeprint, which is calculated based on current Contact Data format. For instance in Proca.Contact.BasicData, fingerprint is a seeded SHA256 hash of email. If supporter signs up many times, many supporter records will be created, but with same fingerprint. This supporter will be just counted once per campaign. Supporter has many Contact records.

Contact stores personal data and privacy/consent information. It can store encrypted, or unencrypted payload. There is a separate Contact record for each Org receiving contact data.

Contact data can be distributed to:

  • Widget Org collecting data on Action Page
  • Lead Org running the campaign (if different)
  • 3rd Party Org (this can be any other org)

When it is distributed, there is a consent associated with delivery and communication areas (and a scope, currently email, but could be email, sms etc).

Example setups

  1. Org runs Campaign and Action page - they get contact data, with email opt in true/false 2a. Org runs Action Page of Org' Campaign - Org gets data for delivery and email opt in, Org' nothing 2b. Org gets data for delivery and email opt in, Org' gets data iff campaign opt in is true (otherwise ) 2c. 2b but other way round. It's (central) Org' that delivers, and Org gets data only if email opt in is true
  2. Also some extra partner org can get data

XXX For now, lets leave out extra partner config (should they be set on action page or campaign level?)

XXX ActionPage should have new columns: delivery: :boolean, defualt: true - means, action page owner delivers signatures

XXX Campaign should have new columns: force_delivery: :boolean, default: false - if true, campaign owner delivers contact data even if action page owner does it already. If false, only delivers if action page does not.

User gives consent in a privacy object. Right now they can only decide about communication consent, the delivery consent is implicit and they can't say for instance, that their signature should be included in action page owner delivery but not the campaign owner delivery. XXX Check if this is okay wrt GDPR.

Link to this section Summary

Functions

privacy - for now, a simple privacy map is: %{ opt_in: :boolean, lead_opt_in: :boolean }. Exactly what we have in the API.

Which supporter fields are cleared after processing

Link to this section Functions

Link to this function

cleartext_fields(arg1)

Link to this function

consents(action_page, privacy)

Specs

consents(
  %Proca.ActionPage{
    __meta__: term(),
    campaign: term(),
    campaign_id: term(),
    config: term(),
    delivery: term(),
    extra_supporters: term(),
    id: term(),
    inserted_at: term(),
    live: term(),
    locale: term(),
    name: term(),
    org: term(),
    org_id: term(),
    thank_you_template_ref: term(),
    updated_at: term()
  },
  %Proca.Supporter.Privacy{lead_opt_in: term(), opt_in: term()}
) :: [
  %Proca.Supporter.Consent{
    communication_consent: term(),
    communication_scopes: term(),
    delivery_consent: term(),
    org: term()
  }
]

privacy - for now, a simple privacy map is: %{ opt_in: :boolean, lead_opt_in: :boolean }. Exactly what we have in the API.

Link to this function

transient_action_fields(action, action_page)

Link to this function

transient_supporter_fields(arg1)

Which supporter fields are cleared after processing