clay-data-handling

# Clay Data Handling ## Overview Handle sensitive data correctly when integrating with Clay. ## Prerequisites - Understanding of GDPR/CCPA requirements - Clay SDK with data export capabilities - Database for audit logging - Scheduled job infrastructure for cleanup ## Data Classification | Category | Examples | Handling | |----------|----------|----------| | PII | Email, name, phone | Encrypt, minimize | | Sensitive | API keys, tokens | Never log, rotate | | Business | Usage metrics | Aggregate when possible | | Public | Product names | Standard handling | ## PII Detection ```typescript const PII_PATTERNS = [ { type: 'email', regex: /[a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+\.[a-zA-Z]{2,}/g }, { type: 'phone', regex: /\b\d{3}[-.]?\d{3}[-.]?\d{4}\b/g }, { type: 'ssn', regex: /\b\d{3}-\d{2}-\d{4}\b/g }, { type: 'credit_card', regex: /\b\d{4}[- ]?\d{4}[- ]?\d{4}[- ]?\d{4}\b/g }, ]; function detectPII(text: string): { type: string; match: string }[] { const findings: { type: string; match: string }[] = []; for (const pattern of PII_PATTERNS) { const matches = text.matchAll(pattern.regex); for (const match of matches) { findings.push({ type: pattern.type, match: match[0] }); } } return findings; } ``` ## Data Redaction ```typescript function redactPII(data: Record): Record { const sensitiveFields = ['email', 'phone', 'ssn', 'password', 'apiKey']; const redacted = { ...data }; for (const field of sensitiveFields) { if (redacted[field]) { redacted[field] = '[REDACTED]'; } } return redacted; } // Use in logging console.log('Clay request:', redactPII(requestData)); ``` ## Data Retention Policy ### Retention Periods | Data Type | Retention | Reason | |-----------|-----------|--------| | API logs | 30 days | Debugging | | Error logs | 90 days | Root cause analysis | | Audit logs | 7 years | Compliance | | PII | Until deletion request | GDPR/CCPA | ### Automatic Cleanup ```typescript async function cleanupClayData(retentionDays: number): Promise { const cutoff = new Date(); cutoff.setDate(cutoff.getDate() - retentionDays); await db.clayLogs.deleteMany({ createdAt: { $lt: cutoff }, type: { $nin: ['audit', 'compliance'] }, }); } // Schedule daily cleanup cron.schedule('0 3 * * *', () => cleanupClayData(30)); ``` ## GDPR/CCPA Compliance ### Data Subject Access Request (DSAR) ```typescript async function exportUserData(userId: string): Promise { const clayData = await clayClient.getUserData(userId); return { source: 'Clay', exportedAt: new Date().toISOString(), data: { profile: clayData.profile, activities: clayData.activities, // Include all user-related data }, }; } ``` ### Right to Deletion ```typescript async function deleteUserData(userId: string): Promise { // 1. Delete from Clay await clayClient.deleteUser(userId); // 2. Delete local copies await db.clayUserCache.deleteMany({ userId }); // 3. Audit log (required to keep) await auditLog.record({ action: 'GDPR_DELETION', userId, service: 'clay', timestamp: new Date(), }); return { success: true, deletedAt: new Date() }; } ``` ## Data Minimization ```typescript // Only request needed fields const user = await clayClient.getUser(userId, { fields: ['id', 'name'], // Not email, phone, address }); // Don't store unnecessary data const cacheData = { id: user.id, name: user.name, // Omit sensitive fields }; ``` ## Instructions ### Step 1: Classify Data Categorize all Clay data by sensitivity level. ### Step 2: Implement PII Detection Add regex patterns to detect sensitive data in logs. ### Step 3: Configure Redaction Apply redaction to sensitive fields before logging. ### Step 4: Set Up Retention Configure automatic cleanup with appropriate retention periods. ## Output - Data classification documented - PII detection implemented - Redaction in logging active - Retention policy enforced ## Error Handling | Issue | Cause | Solution | |-------|-------|----------| | PII in logs | Missing redaction | Wrap logging with redact | | Deletion failed | Data locked | Check dependencies | | Export incomplete | Timeout | Increase batch size | | Audit gap | Missing entries | Review log pipeline | ## Examples ### Quick PII Scan ```typescript const findings = detectPII(JSON.stringify(userData)); if (findings.length > 0) { console.warn(`PII detected: ${findings.map(f => f.type).join(', ')}`); } ``` ### Redact Before Logging ```typescript const safeData = redactPII(apiResponse); logger.info('Clay response:', safeData); ``` ### GDPR Data Export ```typescript const userExport = await exportUserData('user-123'); await sendToUser(userExport); ``` ## Resources - [GDPR Developer Guide](https://gdpr.eu/developers/) - [CCPA Compliance Guide](https://oag.ca.gov/privacy/ccpa) - [Clay Privacy Guide](https://docs.clay.com/privacy) ## Next Steps For enterprise access control, see `clay-enterprise-rbac`.