Handle subject data requests Microsoft Purview for data protection officers. Handle a subject data request with eDiscovery: one case per request with eDiscovery (Premium), tenant-wide search for the person's name, email address and customer number, statistics, a review set, analytics, tags for each decision, redaction committed to PDF, export with item report and redaction, download from Process manager, and documentation with the case, tags, item report and audit log. W PRIVACY WITH MICROSOFT PURVIEW Handle subject data requests Ada Admin Dana DPO Eli Employee A REQUEST ARRIVES "Send me all the data you have about me" AFTER THE EXPORT Show what you did, then clean up Microsoft Purview Related solutions AuditData SecurityInvestigations Cases Create case ⤓ Export list↻ Refresh Case nameStatusCreatedModified by Cases › Stale data Stale data SearchesHold policiesReview setsExportsData sources Create a search query to find data and content that's relevant to your case. Create a search Search nameQuery textCreated byModified Search Hold Review set Export Add to review set Export Process manager Delete search Query: QueryStatisticsSample Run query Data sources Add sources To search across your entireorganization, add tenant-wide sources. Add sources Add tenant-wide sources ⌄ Tenant (2) All people and groups All public folders Condition builder Build a search query with a visual condition filtering experience. Add more conditions and use operators like AND, OR to control the logic between conditions. KeyQL can also be pasted. Assessing request, 0 locations identifiedCalculating time remaining… Summary These numbers are estimates and don't include file versions, SharePoint folders and lists, or cloud attachments. New case ⌄ Advanced settings (optional) eDiscovery (Premium) To use premium features like searchable query conditions, search by file, and sensitivity types, turn on eDiscovery (premium). Create New search Create Manage sources NameMailboxesSites All people and groupsAll public folders Save Cancel Choose search results Select the type of search results you want to view: Statistical or Sample. Statistics Summary of collected data estimates arranged by top indicators Include categories People, sensitive information types, item classes and errors. Include query keywords report. Include partially indexed items Sample Representative selection of full search results Run query Choose which conditions to add Filter conditions All (28) Common (11) Exchange Online mailboxes (10) SharePoint and OneDrive sites (6) Apply Data source 100 items LocationLocation typeCount Download report Close Cases › SDR 2026-014 Jane Smith › Review sets › SDR 2026-014 Jane Smith SearchHoldReview setExport SDR 2026-014 Jane Smith Process manager All itemsAdvanced review set explorer (preview)Dashboard (preview) Analytics done · Representative items: 186 ▤ Overview◎ Analytics ⌄⛉ Query↦ Actions ⌄⌂ Tag files▣ Manage ⌄↻ Refresh 412 items SourcePlain textAnnotateMetadata ✎ Draw ▬ Redact Support case notes.docx Note: Jane Smith called about her address change.Note: Her neighbor Tom Berg also complained.Note: Customer no. 48213 is updated.Note: Tom's phone: 55 12 34 56 Tag Add new documents to analyticsRun Document & email analyticsShow reports ExportCommit Redactions To PDFAdd to another review setQuery Report TagsImport external dataTurn pagination off RESPONSESendSend with redactionNot relevant Cases › SDR 2026-014 Jane Smith › Review sets › Manage tags Manage tags Tag group names are available as a metadata category in the review set. Each tag group shows up as its own column. + Add tag group Multi-select ⌄ Add tag SaveClose Add to review set Collect items that match your search query and add them to a review set. Add to new review set * Tenant-wide source configuration "All people and groups" should include guest users "All people and groups" should include departed users Select items to include in the review set Indexed items that match your search query Messages and related items from mailboxes Include full conversation for Copilot, Teams and Viva Engage Organize conversations into HTML transcript Chat messages are exported as HTML, not as PST or MSG. AddCancel Export Export name * Select items to include in your export Selected documents onlyAll filtered documentsAll documents in the review set Export type Export item report onlyExport items with item report Export redaction Export text files Export tags Export format Create .PSTs for messages where possible Create .msg files for messages ExportCancel ⓘ Review set export startedView details in Process manager Process manager Track processes related to searches, review sets and holds. Process typeStatusExport nameReview set ExportCompletedSDR 2026-014SDR 2026-014 Ja… Add to reviewCompletedSDR 2026-014 Ja… Export OverviewSettings ⓘ Allow browser pop-ups to download files NameSDR 2026-014StatusCompleted Created bydana@contoso.comDuration1 min, 30 sec Export packages FilesSize 📁 Reports-SDR_2026-014-StartReviewSetExport3.6 KB 📁 Items.1.001.SDR_2026-0142.4 MB DownloadClose Good to know 1/7 PRIVACY WITH MICROSOFT PURVIEW Handle subject data requests A person asks for a copy of their personal data. We find it in Microsoft 365 with eDiscovery, read only what matters, redact data about others, and export a package to send within the deadline. royexplains.com