Add relationships to a hierarchy for a processing activity

task australia Updated Sep 10, 2026 3 min read create-a-data-lineage-for-a-processing-activity.md
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Define new relationships in a hierarchy directly on a processing activity to record how it connects to vendors, applications, systems, and other processing activities across regions. This enables you to track cross-border data transfers and generate a lineage map to visualize data consumption, sharing, and the associated risks for a processing activity.

Before you begin

The processing activity must be in Discover state or later. If the processing activity is in New state, move it to Discover before proceeding.

Role required: Privacy analyst, Privacy manager

About this task

Each processing activity involves multiple information objects classified as personal information. These objects exchange data with various other entities, making it essential to establish a hierarchy that describes how those entities interact and track where personal data is shared. Privacy Management then uses the relationships in a hierarchy to generate a data lineage map that visualizes how data moves across the processing activity. This helps mitigate privacy-related risks.

Adding hierarchy relationships is a two-step flow. In the first step you define the relationship, and in the second step you provide the relationship details.

A business user can also define such relationships as part of a privacy assessment. For details, see Respond to privacy impact assessment.

Procedure

  1. Navigate to Workspaces > Privacy Workspace.

  2. Select the List icon [Omitted image "ListsIcon.jpg"] Alt text:.

  3. In the Lists tab, select Processing activities > All processing activities.

  4. Open a processing activity that is in the Discover state.

  5. Create new relationships in one the following ways.

Choice

Path

From Hierarchy tab

  1. Navigate to Processing data inventory > Hierarchy.
  2. Select Add.

From Data lineage map

  1. Select View lineage map.
  2. Select the Primary record card.
  3. In the record panel, select Add relationship.
The New relationship dialog box opens to the **Define relationships** step.
  1. In the Define relationships form, fill in the fields.

    For detailed description of the fields, see Define relationships form.

  2. Select Next.

  3. For each Related node in the Relationship details form, fill in the fields.

    For detailed description of the fields, see Relationship details form.

  4. To automatically apply the same relationship details to every related node, select Copy details to all.

  5. Select Add.

Result

The new relationship appears in the Hierarchy tab.

To view a graphical representation of the relationships, select View lineage map. If a related node is a processing activity with existing relationships, those connections also appear in the map.

When the hierarchy relationship involves sending or receiving personal data from one node to another, data transfer records are automatically generated to capture each movement. For more information, see Manage data transfers.

What to do next

Manage relationships from the Processing data inventory > Hierarchy tab of the processing activity.

  • To edit a relationship, select the record, and select Edit.

  • To delete a relationship, select the record, and select Remove.

  • Hierarchy relationship forms in Privacy Management
    When you create a new hierarchy relationship in Privacy Management, you first define how a node is related to another, and then provide details for each related node.

Parent Topic:Using Privacy Management

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