Managing Recommendation Modules

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InCountry Portal provides the three recommendation modules that can help you identify regulated data in your datasets, find the optimal country for storing this data, and test the latency between the data store and your data processing system.

On the sidebar, select Recommendations. The Recommendations page opens, as follows:

Here you can choose the appropriate recommendation module depending on your for data residency.

Module	Description
Data Location Map	This module analyzes your production data and provides recommendation on what countries you can store it according to the local laws and regulations. By using the provided recommendations you can better understand where you can store data for quick access to this data when needed.
Schema Constructor	This module allows you to create a custom data schema and further analyze the production data against this schema. Its functionality also coincides with the Data Location Map module, so you also get recommendations about the countries where you can store this or that type of data.
Simple Data Location Map	This is a simplified version of the Data Location Map module. You can use it to quickly see in what country you can store this or that data type without uploading the production data.

Data Location Map

This module analyzes your real-life data and provides recommendations on where you can store it. This module works with the five different categories of data:

1. employee

2. profile

3. transaction

4. payment

5. health

The module identifies the category of data and allows you to find out in what countries you can store this data not to violate the local regulations and data storage requirements.

1. To start work with the module, on the Recommendations page, locate the Data Location Map block and click Continue. The Data Location Map module loads, as follows:

   

2. On the opened page, click Upload Data.

3. Select the JSON data with the sample of production data for checking and upload the file. The module will load and analyze this data. Once completed, it will define the data category and indicate this in the corresponding box.

4. In the Category of your data box, you can select another category if the detected category is not correct.

5. Navigate through the list of records to view the aggregated number of records that pertain to a specific country:

   

6. In the Select preferred countries block, select the preferred countries for storing this regulated data. In the Country preferences box, you can select multiple countries in which you would like to store your regulated data. You can reorder the preferred countries by dragging them across the list of selected countries.

   

7. Additionally, you can adjust the optimization weights for the regulated data records between the origin country and preferred countries. In this situation, the recommendation module will give a preference to the origin country or preferred countries depending on the weights you set. So the module will re-analyze your data and identify records that can be stored in a specific country if the neighboring countries tolerate this and records that can be stored only in the origin country. The distribution of records will depends on the weights you set. The table with records will be recalculated and aggregated according to the weights. After adjusting weights, you may notice the lines that indicate countries from which regulated data can be stored in the preferred countries.

Configuring custom data residency rules

In addition, to the weights and preferred countries, you can configure custom data residency rules.

You can manage the data residency rules, as follows:

• create new rules

• edit the existing rules

• delete the no longer needed rules

Creating new data residency rules

1. In the Configure custom data residency rules block, click the Plus icon.

   

2. A new rule is created. Click the down arrow icon to expand it.

   

3. Within the rule, select the country which you want to create a custom data residency rule for.

4. Select the rule type from the following variants:

   • NO_RULE - no custom data residency rule is applied.

   • NO_RESTRICTION - no restrictions are imposed on the storage of regulated country.

   • STAY_IN_COUNTRY - regulated data can be stored only in the origin country and cannot leave it.

   • ALLOWED_COUNTRIES_ONLY - regulated data can be stored only in the allowed countries.

   • COPY_IN_COUNTRY - regulated data can be copied from the origin country to another country.

5. In the Allowed Country List box, select the countries allowed for processing the regulated data, as follows:

   • All Countries

   • EU Allowed

   • G20

   • EU

   • G7

6. In the Included in Allowed Countries List box, select the countries that are included into the list of allowed countries, as follows:

   • All Countries

   • EU Allowed

   • G20

   • EU

   • G7

Editing the custom data residency rule

Once you have configured multiple custom data residency rules, you may need to make some minor modifications in the current rules.

1. On the list with rules, locate the one which you want to modify.

   

2. Click the down arrow icon, to expand the details of the rule.

   

3. Make the appropriate adjustments in the configuration of the custom data residency rule.

Verifying the custom data residency rules

By using the tabs you can check how the data residency rule is applied to your dataset.

Let's take a look at the following example:

We configure a rule for keeping regulated data in United States instead of using the preferred country set as Germany. By using the rule difference selector, you can track the following:

• Before Change - prior location for storing regulated data before applying the rule.

• Difference in Data Locations - switch of locations for storing regulated data when applying the rule.

• After Change - target location for storing regulated data after applying the rule.

Once you select the Before Change option, on the map you can see how the regulated data is transferred from the United States to Germany for storing according to the global list of preferred countries.

Once you select the Difference in Data Locations option, on the map you can see that the regulated data should be transferred back to the United States from Germany according to the configured custom data residency rule.

Once you select the After Change option, on the map you can see that the regulated data stays in the United States according to the configured custom data residency rule.

Deleting the custom data residency rule

1. On the list with rules, locate the one which you want to delete.

   

2. Click the down arrow icon, to expand the details of the rule.

   

3. Click the Delete icon.

The system will reset the applied custom data residency rule on the data location map.

Schema Constructor

The Schema Constructor module lets you create custom schemas for storing your regulated data or re-use the previously saved custom schema.

1. On the Recommendations page, locate the Schema Constructor module and click Continue.

   

2. The page for building a schema opens, as follows:

   

Here on the page, you can create a new schema from scratch or import the already existing schema.

Creating a schema from scratch

You can create a custom schema from scratch when you do not have an already established schema and you have some regulated data that you plan to store in InCountry Platform.

1. Click New Field. A new empty line with the field settings appears.

   

2. Proceed to filling out the field configuration, as follows:

   • Index - move the toggle right to enable the data indexing for the field.

   • Field Name - enter the field name how it appears in your data model.

   • Data Group/Type - select the data group or type if the module identifies it incorrectly. By default, the Schema Constructor module detects the data type automatically based on pre-defined patterns.

   • Encryption - select the appropriate encryption method for the field if you want to change the automatically applied encryption method. By default, the Schema Constructor module applies the optimal encryption method based on the data type and pre-defined patterns.

3. When complete, click the Save icon. The field is saved in the data schema.

To edit the field configuration:

1. On the list with fields, locate the field which configuration you want to modify.

   

2. Click the Edit icon.

3. Make the appropriate modifications in the field configuration.

4. When complete, click the Save icon.

To delete the field configuration:

1. On the list with fields, locate the field which configuration you want to delete.

   

2. Click the Delete icon.

The field configuration is removed from your data schema.

Importing the existing data schema

1. Click Import Schema.

2. Select the JSON file with the data schema. The module identifies the individual fields and applies the optimal configuration according to the pre-defined patterns.

You can edit individual configuration for each field if the applied configuration is not optimal from your point of view.

For the details on editing the field configuration, see ...

Revalidating the fields

You may need to re-validate configuration of fields after making modifications in them.

1. Below the list of fields, locate and click Revalidate Fields.

The Schema Constructor module will process the fields and apply the optimal configuration according to the pre-defined patterns.

If the module identifies some inconsistencies in the field configurations, it will indicate the problem with the triangle and corresponding message appearing on hover.

Setting up the country for data residency

Once you have configured the data schema, you can proceed to setup of the data origin country and the country which is preferable for storing the regulated data.

1. In the Data origin country box, select the country of data origin or choose the field from the data schema that contains the country information.

2. In the Preferred country box, select one or multiple countries in which you prefer to store the regulated data from the origin country. You can rank the preferred countries by re-ordering them on the list.

   

3. When complete, click Next.

Loading regulated data

Once you have set up the preferred countries for storing the regulated data, you can proceed to loading this data on the InCountry Portal.

1. Click Load data from file and select the JSON file with data. The system loads the file and regulated data from it according to the configured data schema.

   

2. If needed, you can review or filter the loaded data. Click the Filter icon located in the top right part of the screen above the table with data. In the Filter form, select the field, the operator and the value against which you want to filter your loaded data. When complete, click Apply Filter. If you need to reset the filter, click Clear.

   

3. Once you have reviewed the loaded data, click Recommend Countries.

   

4. You transition to the interface identical to the Data Location Map module.

Here you can re-upload your regulated data, change the preferred countries and set up custom data residency rules. For the details on management of data in this module, see Data Location Map.

Simple Data Location Map

The Simple Data Location Map module lets you quickly decide on countries where you can store regulated data of a specific type.

1. On the Recommendations page, locate the Simple Data Location Map module and click Continue.

   

2. The Simple Data Location Map module loads, as follows:

   

3. In the Category of Your Data box, select the type of regulated data you plan to store from the following options:

   • Employee

   • Profile

   • Transaction

   • Payment

   • Health

4. In the Origin Country box, select the countries which regulated data you plan to store in InCountry Platform. You can select one or multiple origin countries.

5. In the Preferred country box, select the countries in which you prefer to store the regulated data from origin countries.

The system will analyze in what countries from the list of preferred countries you can store data and will indicate them on the map. If you can transfer data from the origin country to the preferred country, you will see the line coming from the origin country to the preferred country. If the data transfer is not possible due to the local data regulations and laws. You can hover over the specific country to view the possible options.