How to Mark a Profile Attribute as PII
PII (Personally Identifiable Information) refers to any data that can directly identify an individual, such as their name, email address, or phone number.
Marking a profile attribute as PII in Rival helps distinguish sensitive participant data from general attributes. This flag is currently used for data governance and API visibility, allowing integrated systems to recognize which attributes contain personally identifiable information.
1. Viewing Custom Profile Attributes Marked as PII
You can view which attributes are marked as PII in the Attributes section of the platform:
From the app header or central navigation, click on the Participants / Community tab.
In the left-hand navigation, select the Attributes tab.
Go to the Custom Attributes tab.
The table includes a PII column, which shows Yes or No for each attribute.
Yes indicates that the attribute is marked as containing personally identifiable information.
No indicates that it does not contain PII.
2. What Happens When an Attribute Is Marked as PII
When a profile attribute is marked as PII:
The attribute is tagged as containing personally identifiable information in the Rival database.
The PII flag is accessible through the Rival API to help external systems or integrations identify and handle sensitive data appropriately.
This flag is not yet used in chat exports or reports, but will be extended in the future for broader privacy and compliance controls.
Note:
System attributes Email Address and Phone Number are already marked as PII by default.
You only need to flag custom attributes that contain personally identifiable information.
2. Marking a Custom Profile Attribute as PII During Creation
From the app header or central navigation, click on the Participants / Community tab.
In the left-hand navigation, select the Attributes tab.
Go to the Custom Attributes tab.
Click Create New to open the attribute creation drawer.
Enter the attribute details such as Label, Type, and Default Question.
Under the PII section, select the checkbox “This attribute contains personally identifiable information.”
Example: select this for attributes like First Name, Last Name.
Click CREATE to create the custom attribute.
The new attribute will now be flagged as PII internally and visible through the API.
3. Updating an Existing Custom Profile Attribute to Mark It as PII
From the Participants / Community tab, open the Attributes section.
Go to the Custom Attributes tab and find the attribute you want to update.
Click the More Actions (⋮) icon next to the attribute name and select Edit attribute.
In the attribute drawer, check the box for PII to mark it as containing personally identifiable information.
Click UPDATE to apply the change.
The attribute’s PII flag will be updated and reflected in the API.