Real-time Customer Data Platform (Real-time CDP) brings data from multiple enterprise systems together, allowing marketers to better identify, understand, and engage their customers. This data may be subject to usage restrictions defined by your organization or by legal regulations. Therefore, it is important to ensure that Real-time CDP is compliant with usage policies when handling your data.
Adobe Experience Platform Data Governance allows you to manage customer data and ensure compliance with regulations, restrictions, and policies applicable to data use. It plays a key role within Real-time CDP, allowing you to define usage policies, categorize your data based on those policies, and check for policy violations when performing certain marketing actions.
Real-time CDP is built on top of Adobe Experience Platform, and therefore the majority of Data Governance capabilities are covered in the Experience Platform documentation. This document is intended to complement the Data Governance overview for Experience Platform, and outlines the Governance features that are available in Real-time CDP. The following topics are covered:
Data Governance allows you to apply usage labels to your data, either at the dataset or dataset-field level. Data usage labels allow you to categorize data according to usage policies that apply to that data.
For detailed information on working with data usage labels, see the data usage labels user guide for Adobe Experience Platform.
You can set data usage restrictions on a destination by defining marketing actions (also called marketing use cases) for that destination. A marketing action for a destination indicates the intent of the data that will be exported to that destination.
For more information on marketing actions and their use in data usage policies, see the data usage policies overview in the Experience Platform documentation.
Defining marketing actions on destinations allows you to ensure that any profiles or segments sent to those destinations are compliant with data usage policies. You should therefore add appropriate marketing actions to your destinations based on your organization’s needs to enforce policy restrictions on activation.
Marketing actions can only be selected when setting up a destination for the first time. Depending on the type of destination you are working with, the opportunity to configure marketing actions will appear at different points in the setup workflow. See the destinations documentation for steps on how to configure your particular destination.
In order for data usage labels to effectively support data compliance, data usage policies must be defined and enabled. Data usage policies are rules that describe the kinds of marketing actions that you are allowed to, or restricted from, performing on data within Real-time CDP. See the “Data usage policies” section in the Experience Platform Data Governance overview for more information.
Adobe Experience Platform provides several core policies for common customer experience use cases. These policies can be viewed in the UI by navigating to the Policies workspace and selecting the Browse tab. See the policies user guide in the Experience Platform documentation for more detailed steps on working with policies in the UI, including how to make your own custom policies.
Once data is labeled and usage policies are defined, you can enforce data usage compliance with policies. When activating audience segments to destinations in Real-time CDP, Data Governance automatically enforces usage policies should any violations occur.
See the document on automatic policy enforcement for more information.
Now that you have been introduced to the key Data Governance features on Real-time CDP and how Experience Platform enables them, please continue to the documentation for Data Governance on Adobe Experience Platform. The documentation provides overviews of essential Data Governance concepts, as well as step-by-step workflows for managing data usage labels and policies.
The following video provides an overview of Data Governance in Real-time CDP, including the use of marketing use-cases on destinations and example workflows for different scenarios: