learn-gdpr-with-phoebe / Practitioner session 4 of 8
Learn GDPR with Phoebe · Practitioner track · Session 4 of 8

Handling a DSAR end to end

A data-subject access request (DSAR) is the moment the rights become real work. An EU individual asks for a copy of their data, and the clock starts: one month to verify, locate, and respond. This session builds the workflow - intake, identity check, search, response, and the narrow cases where you can extend or refuse - so a request does not sit in an inbox until you are already late. Lumina answers its first one here.

🟡 Practitioner track DPOs · support · ops No jargon Medium
0-3 · Welcome 3-18 · Concepts 18-40 · Build-along 40-45 · Q&A
Part 0

The right that arrives as an email

Of all the GDPR rights, the access request is the one you will handle most, and it usually arrives as an ordinary email: "please send me all the data you hold about me". From that moment you have one month. The work is not glamorous - verify who they are, find their data across your systems, package it, and hand it over without exposing anyone else's data. But a botched DSAR is a common, avoidable complaint, and the process is entirely learnable.

Read this first Educational, not legal advice. Verify against the Regulation text and get advice for edge cases (especially refusals).
Live - presented in session Self-study - full depth after class ★ Try it now Sources covered at the end
★ What you build today A five-step DSAR workflow, the one-month clock and its extension, the rules on fees and identity, when you may refuse, and how the same mechanics extend to erasure and portability requests.
Part 1 · covers Article 15 + Article 12

The access request, step by step 7 min live

A DSAR is a small pipeline: it comes in, you verify the person, you find the data, you respond - within a month. Each step has a rule attached.

Request inclock starts Verify identityis it really them? Locate dataacross all systems Respondwithin 1 month Packageno others' data One month from receipt (Art 12(3)). A request with no owner burns weeks before anyone acts.
🔍 Click to zoom - the DSAR pipeline
LiveWhat you must provide + verify first3 min▶
  • Provide (Art 15): confirmation you are processing their data, a copy of it, and the key details - the purposes, categories, recipients, retention, the source, and whether there is automated decision-making.
  • Verify identity first. You must be reasonably sure the requester is who they say. Handing someone else's data to an impostor is itself a breach - but do not use verification as a stalling tactic.
  • Do not expose third parties. If the person's record contains other people's personal data, redact or withhold that - you satisfy the requester's right without breaching others'.
  • Free by default. Generally no charge; a reasonable fee (or refusal) only for manifestly unfounded or excessive requests, or extra copies.
★ Try it now (any chat AI)Walk me through handling a GDPR access request end to end: what to verify, what data and details to provide, the deadline, when I can charge or refuse, and how to avoid disclosing other people's data. Then give me a simple intake-to-response checklist.
LiveThe one-month clock3 min▶
  • One month from receipt (Art 12(3)) to respond, without undue delay.
  • Extendable by up to two further months for complex or numerous requests - but you must tell the person, with reasons, within the first month.
  • The operational risk is the handoff. A request that lands in a support inbox and waits a fortnight for someone to notice has already half-spent the clock. A named owner and a single intake channel are the whole game.
Real world

Lumina's first DSAR. An EU user emailed asking for all their data and, separately, to have their account erased. Lumina verified the email against the account, pulled data from the app database, billing, and the support tool, redacted a colleague's name that appeared in a shared ticket, and responded in three weeks. The erasure followed the same clock. Because there was an owner, the month was never at risk.

Part 2 · extensions, refusals, and the other rights

The edges 8 min live

Most requests are routine. The judgment calls are when you may take longer, when you may refuse, and how the same pipeline serves erasure, portability, and objection requests.

Month 1respond (default) + up to 2 monthscomplex/numerous - tell them in month 1 Refuse or charge ONLY if manifestly unfounded or excessive. Never disclose another person's personal data in the response. Extensions and refusals are narrow exceptions - the default is "respond, fully and free, in a month".
🔍 Click to zoom - the clock, extensions, and refusal grounds
LiveWhen you can extend or refuse3 min▶
  • Extend by up to two months for genuinely complex or numerous requests - with notice and reasons inside the first month. Volume alone from one person can qualify; do not use it to buy time on an ordinary request.
  • Refuse or charge only where a request is manifestly unfounded or excessive (for example, repetitive requests designed to disrupt). The bar is high - "it is a hassle" is not it.
  • Document the decision. If you extend or refuse, record why. That record is your defence if the person complains to an authority.
Self-studyOne pipeline, many rights2 min read▶

The good news for a practitioner is that you do not build a separate machine for each right. Erasure (Art 17), portability (Art 20), objection (Art 21), and restriction (Art 18) requests all ride the same pipeline you just built for access: verify the person, act across the systems, respond within the one-month clock, document the outcome. What changes is the action at the "act" step - copy the data for access, delete it for erasure, export it in a machine-readable format for portability, stop the processing for an objection. So the investment you make in a clean intake channel, an owner, and a data map pays off across all the rights at once. When someone asks "can we handle a portability request?", the honest answer is "yes, if our access pipeline is solid, because it is the same pipeline with a different verb".

Build-along · take it further

Build Lumina's DSAR workflow ★ 10 min · pen and paper

Turn the five steps into a workflow your team could actually run.

Intake. Define the single channel a request comes through (a dedicated address or form) and who is notified the instant it lands.

Verify. Write your identity-check rule - proportionate, not a stalling wall.

Locate. List the systems you would search for one person's data (app DB, billing, support, analytics, backups). This is your data map in miniature.

Respond. Set the internal deadline at three weeks, not four - leaving buffer against the one-month legal limit. Note who redacts third-party data and who approves the send.

★ Lumina after b4 Lumina can now take an access, erasure, or portability request and deliver inside a month, without leaking anyone else's data. But it keeps rediscovering which systems hold what - so b5 builds the record of processing that makes "locate the data" instant.
Homework

Before session b5 ◐ 40 min total

Source material

Official sources covered

Taught from the GDPR text. This page covers ~80% of the working content on access requests.

✓GDPR Article 15 (right of access)Part 1 · what to provide + verify + third-party protection
✓GDPR Article 12(3) (timeline + fees + refusal)Part 1-2 · one month + two, manifestly unfounded/excessive
◐Articles 17, 20, 21 (erasure, portability, object)Part 2 · same pipeline, different action
Check yourself

Three questions before you go 🎯 ◐ 90 seconds

1 · An access request lands. You have...

Article 12(3): respond within one month of receipt, extendable by up to two further months for complex/numerous requests, with notice to the person in the first month.

2 · A person's record contains a colleague's name. In your access response you should...

You satisfy the requester's right without breaching others'. Disclosing a third party's personal data would itself be a breach, so redact and provide the remainder.

3 · You may charge a fee or refuse a request only when it is...

The default is free and fulfilled. A fee or refusal is only for manifestly unfounded or excessive requests (e.g. repetitive, disruptive) - and you should document the decision.

Practitioner session 4 cheat sheet · pin this

Five stepsIntake → verify identity → locate → respond → package (no third-party data).
Provide (Art 15)A copy of the data + purposes, recipients, retention, source, automated-decision info.
One-month clockRespond within a month; extend by up to two more for complex/numerous, with notice in month one.
Verify, don't stallBe reasonably sure of identity - but verification is not a delay tactic.
Protect third partiesRedact others' personal data from the response.
Free by defaultFee or refusal only for manifestly unfounded or excessive requests. Document it.
One pipelineErasure, portability, objection ride the same flow - just a different action at "act".
Owner + channelA named owner and single intake channel is most of DSAR compliance.