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A record that holds up.

In regulated sectors, subject access requests often arrive alongside a complaint, a grievance or a dispute. The material is voluminous, the requester is motivated, and the disclosure decisions, including legal privilege and third-party data, will be scrutinised. Redactics makes the process consistent and the record complete.

What your team is asked

  • Which items are legally privileged, and who decided?
  • Is this the customer, or another customer with the same name?
  • How do we treat the same category of finding consistently across three reviewers?
  • If this goes to the regulator or to court, what can we show?

How the case runs

  1. 1

    Collect across systems

    Bring in mailbox exports, document management and case system extracts, with the scope recorded.

  2. 2

    Resolve the requester and third parties

    Customers, staff, advisers and counterparties are resolved as distinct people with evidence for each link.

  3. 3

    Review with your reason templates

    Privilege, third-party and other exemptions are applied consistently using reason templates aligned to your policy.

  4. 4

    Disclose with a schedule

    The package includes an index and a redaction schedule listing each exemption applied and who approved it.

Review/F-1047

Grievance meeting notes

Email from Marcus Bell, 2 May 2024, 16:48. Paragraph 6.

During the meeting PS described her own concerns about workload and said she had raised them with her manager in February, before returning to the substance of the grievance.

Third party: Priya Shah, line manager. The requester is also mentioned.

Your decision

Reason

Third-party personal data. Consent not sought; not reasonable to disclose without it (DPA 2018 Sch 2, Part 3, para 16).

Note

About PS's own workload, not about the requester.

Second review: M. Doyle
From the guided sample case. All data is synthetic.

What changes

Consistency across reviewers
The same kind of finding is shown and decided the same way, whoever is reviewing.
Privilege decisions recorded
Legal review is a queue with context and a recorded decision, not a re-read.
A record for the regulator
The audit trail and redaction schedule show what was done and why.

What a pilot looks like

  • Choose a closed complaint-driven SAR
  • Process it in your own tenant in a UK or EU Azure region
  • Compare the resolved people, findings and decisions with the original handling
  • Receive a pilot report and security documentation for your third-party risk process
Run a SAR pilot

Relevant controls

  • UK or EU Azure regions
  • SSO and role-based access
  • Subprocessor transparency
  • Security documentation for third-party risk
Security and trust

Make SARs manageable.

Try Redactics yourself or talk to us about your current process.