Legitimate interest legal basis annual review reminder

Outcome. Contacts marketed to under a legitimate interest basis get flagged for review before that basis goes stale, instead of relying on someone remembering to check a spreadsheet once a year.

Workflow map Enrollment, branches and actions at a glance marketing-ops-020

flowchart TD
    A[legitimate_interest_review_date due, basis = Legitimate interest] --> B[Set review status = Due]
    B --> C[Create review task]
    C --> D[Notify reviewer]
    D --> E[Delay 10 business days]
    E --> F{Status still Due?}
    F -->|Yes| G[Escalate to reviewer + manager]
    F -->|No| H[No action, reviewed]

When to use it, when not to

• UseUse when part of your marketing contact base is processed under legitimate interest rather than consent, and your legal guidance requires periodic re-justification of that basis.
• UseUse to turn a compliance calendar item into a record-level reminder tied to the actual contact, not a generic yearly task with no list attached.
• SkipDo not use this fiche to decide whether legitimate interest is the correct basis in the first place. That is a legal judgment made once per use case, outside this workflow; this fiche only reminds someone to revisit a decision already made.
• SkipDo not use if every contact in your database is processed under consent only. This fiche is specific to the legitimate interest basis.