Before you start
- The Genesys Cloud integration installed against your Operata account.
- An Operata API token with admin permissions. See Authentication.
- The list of Genesys Cloud field paths you want to allow, deny, encrypt, or transform. The schema and the mandatory keep-list live in Genesys Cloud redaction schema.
Steps
1. Read the current policy
Inspect what the Fetcher Service is enforcing today before you replace it.MANDATORY, ALLOW, DENY, ENCRYPT, TRANSFORM.
2. Draft your rules
The four customer-configurable tiers are mutually exclusive: any one field appears in at most one tier. Path notation is dot-delimited against the JSON payload, applied at every depth. Each rule is a{ "type", "field" } pair. Common drafts:
400.
3. Post the policy
POST replaces the active policy in full. Any rule you omit drops out of the policy.
200 OK confirms the new policy is durable. A 400 means a rule targeted a mandatory field or the body failed validation.
4. Wait for the cache to refresh
The Fetcher Service caches the policy for 30 minutes. Conversations that end inside that window may still ship under the previous policy. The new policy has no effect on conversations the Fetcher Service already collected — redaction runs at ingest time, not retroactively.Result
Wait for a real Genesys Cloud conversation to end, then read the resulting contact back through the Operata API. Denied fields are absent from the payload, encrypted fields appear as opaque ciphertext, allowed fields pass through unchanged, and every other field’s value isnull.
Related
- Genesys Cloud redaction schema — field tiers, mandatory keep-list, processing order, and the cache-fallback table.
- Privacy and redaction — the cross-integration model.
- Genesys Cloud integration overview — the EventBridge topics and REST endpoints the schema applies to.