Health or medical information
Health data is a special category under GDPR Art. 9 and sensitive personal information under CPRA. Holding it in a CRM needs an explicit basis and a documented reason.
Keep it how long
The gap we see most
A health field in a sales CRM usually has no documented purpose and no explicit consent behind it.
What holding it is evidence for
Requirement text and artefacts stated in our own words from the published standards.
Special category data in the CRM GDPR Art.9 · CCPA/CPRA §1798.121 · CCPA/CPRA CCR 7027 · ISO/IEC 27701:2019 7.2.2 · ISO/IEC 27701:2019 7.4.1
GDPR Art.9 Processing of special categories of personal dataDo not process personal data revealing racial or ethnic origin, political opinions, religious or philosophical beliefs or trade union membership, nor genetic data, biometric data processed to uniquely identify a person, data concerning health, or data concerning a person's sex life or sexual orienta...
CCPA/CPRA §1798.121 Honour the right to limit use of sensitive personal informationA business using or disclosing sensitive data beyond what an average consumer expects for the requested goods or services, or the other purposes the regulations allow (11 CCR 7027(m)), must tell consumers so and let them limit use to those purposes. After a request to limit, the business may use the...
CCPA/CPRA CCR 7027 Handle requests to limit use of sensitive personal informationA business using sensitive data beyond the purposes listed in subsection (m) must offer two or more easy methods to limit, require no account or verification, stop the additional use and disclosure as soon as feasible and within 15 business days, instruct service providers and contractors using the ...
ISO/IEC 27701:2019 7.2.2 Identify lawful basisThe organization must determine, document and comply with the lawful basis for each processing activity against its identified purposes, documenting the basis per activity, including any special categories of personal data in its classification scheme with awareness that the classification and its c...
ISO/IEC 27701:2019 7.4.1 Limit collectionThe organization must limit collection of personal data to the minimum that is adequate, relevant, proportional and necessary for the identified purposes, including data collected indirectly through means such as web and system logs, and where any optionality in collection and processing exists each...
Do this for your whole CRM
Paste your field list and get this classification for every field at once, with the record of processing per object, the gaps, and the controls the register is evidence for. No account for the first run.
Build my field register