Transaction management in Jitterbit EDI

Introduction

The Transaction management tab contains expandable sections where you can do the following:

• Manage transaction archive settings.

• Manage PII purge settings.

• Manually perform PII anonymization.

To open this tab, select EDI > Admin in the Harmony portal menu, add or select a trading partner, then select the Transaction management tab:

Archive settings

Use this section to define when a transaction should be archived:

To change the archive period, open the Archive after menu, select 30, 60, or 90 days, then click the Save button.

Purge

In the Purge section, you can enable an option to continuously purge (permanently delete) entire documents and their PII when they are archived. (Documents are archived according to the schedule set in the Archive settings section.)

To change this option, expand the Purge section, then click Purge documents:

PII Anonymization

You can use this section to anonymize specific documents by overwriting any PII they might contain. To do this, expand the section, then enter a complete document ID in the search bar. In the results list, select individual documents or All documents, then click the Delete button.