Using a lookup data source

Use the Optim™ preferences to define a lookup data source for the generic lookup and identity privacy policies.

Before you can create a privacy policy that uses lookup data, you must define a lookup data source for the target platform of the policy.

When you create a privacy policy that uses lookup data, the Add Policy wizard will use metadata from the lookup data source to define the policy. If a you create a policy for a platform without a lookup data source definition, you will be prompted to define the lookup data source.