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GDPR Data processing modelData management for private individuals, professionals by post, telephone calls, electronic means

By: Ludwig Karneth
PrivateInsurance
This processing model relates to the management of data from private individuals, professionals by post, telephone calls, electronic means in the insurance sector

Purposes (1)

A purpose is the objective pursued by the setting up of your file. It indicates what the processing of personal data will be used for, its purpose. This purpose must be clear and understandable

1
The acquisition, transfer, rental or exchange of prospect identification data
The purpose of this processing is to improve customer service by offering products or services that reduce claims or provide a complementary contract or service. For example, and with a view to prevention, insurers may transfer files of customers who have been victims of theft to partners specializing in remote surveillance.
Legitimate interest

Data categories (3)

Personal data is any information relating to an identified or identifiable natural person. A natural person can be identified either directly (eg surname and first name) or indirectly (eg phone number, social security number, email or postal address, but also voice or image)

Data relating to the follow-up of the commercial relationship

Data details


Data relating to products, contracts and servicesoptional
Emailoptional
Periodicityoptional
Amountsoptional

Data conservation rules

Identification of the insured or potential insured

Data details


Emailrequired
Telephone numberoptional
Postal Addressoptional
name

Definition

Name of the person

optional
Fisrt nameoptional

Data conservation rules

Contract management data

Data details


Claim file identification numberrequired
Contract identification numberrequired
Insured's identification numberrequired
Customer identification numberrequired

Data conservation rules

Data subject (1)

A data subject is any person whose data is collected, retained or processed by the data processing. e.g. In a recruitement process, any candidate for a position proposed in recruitement management process

  • Customers

Author:
Ludwig Karneth
Ludwig Karneth

Created at:2023-08-08T12:03:49.3759472

Updated on:

License: © Creative commons :
Attribution / Pas d'utilisation commerciale
CC-BY-NC AttributionPas d'utilisation commerciale

Nb using:4


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