cloudthinker-ai Customer Data Export Skill
Process data export for customer {{ customer_id }} — request type: {{ request_type }} under {{ regulation }}.
Workflow
Phase 1 — Request Validation
REQUEST DETAILS
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[ ] Request ID: ___
[ ] Customer ID: {{ customer_id }}
[ ] Request type: {{ request_type }}
[ ] Regulation: {{ regulation }}
[ ] Date received: ___
[ ] Response deadline: ___ (regulatory: ___ days)
[ ] Identity verified: [ ] YES — method: ___
[ ] Request scope:
[ ] All personal data
[ ] Specific data categories: ___
[ ] Specific date range: ___
Phase 2 — Data Source Identification
DATA SOURCE MAP
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[ ] Data sources containing customer data:
System | Data Type | Volume | Owner
____________________|__________________|_________|______
| | |
| | |
| | |
[ ] Third-party systems with customer data:
- ___: contact for retrieval: ___
- ___: contact for retrieval: ___
[ ] Data excluded from export (with justification):
- ___: reason: ___
- ___: reason: ___
Phase 3 — Data Extraction
EXTRACTION CHECKLIST
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[ ] Profile data extracted: [ ] YES
[ ] Transaction/order history extracted: [ ] YES
[ ] Communication history extracted: [ ] YES
[ ] Activity/usage logs extracted: [ ] YES
[ ] Preferences/settings extracted: [ ] YES
[ ] User-generated content extracted: [ ] YES
[ ] Third-party data retrieved: [ ] YES
[ ] Derived/inferred data included: [ ] YES [ ] NO (justification: ___)
DATA CLEANING
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[ ] Other customers' data removed from export
[ ] Internal-only fields excluded
[ ] Trade secrets / proprietary data excluded (if applicable)
[ ] Data de-identified where required
Phase 4 — Assembly and Format
EXPORT ASSEMBLY
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[ ] Export format:
[ ] JSON (machine-readable)
[ ] CSV (tabular data)
[ ] PDF (human-readable summary)
[ ] Combined package (all formats)
[ ] File structure:
export-{{ customer_id }}/
profile.json
transactions.csv
communications.json
activity.json
content/
summary.pdf
[ ] Total export size: ___ MB
[ ] Export package encrypted: [ ] YES — method: ___
[ ] Checksum generated: ___
Phase 5 — Secure Delivery
DELIVERY
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Delivery method (choose one):
[ ] Secure download link (time-limited: ___ hours)
[ ] Encrypted email attachment
[ ] Self-service portal download
[ ] Physical media (for large exports)
[ ] Delivery executed — timestamp: ___
[ ] Delivery confirmation received: [ ] YES
[ ] Download link expiration: ___
[ ] Export data purged from staging after delivery: [ ] YES
Phase 6 — Audit Trail
AUDIT RECORD
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[ ] Request received: ___
[ ] Identity verified: ___
[ ] Data extracted: ___
[ ] Export delivered: ___
[ ] Total processing time: ___ days (deadline: ___ days)
[ ] Deadline met: [ ] YES [ ] NO (reason: ___)
[ ] Audit record stored: [ ] YES — retention: ___ years
[ ] Customer notified of completion: [ ] YES
Counter-Rationalizations
| Shortcut | Counter | Why |
|---|---|---|
| "We can skip some steps for this case" | Adapt the workflow steps, don't skip them | Skipped steps are where incidents and oversights originate |
| "The user seems to already know what to do" | Complete all workflow phases with the user | The workflow catches blind spots that experience alone misses |
| "This is a minor case, full process is overkill" | Scale the process down, don't turn it off | Minor cases become major when unstructured; the process scales, not disappears |
| "I'll fill in the details later" | Complete each section before moving on | Deferred details are forgotten; real-time capture is more accurate |
| "The template output isn't necessary" | Always produce the structured output format | Structured output enables comparison, audit trails, and handoff to other teams |
Output Format
Produce a data export fulfillment report with:
- Request summary (customer, type, regulation, timeline)
- Data sources (systems queried, data categories included)
- Export contents (file listing, format, size)
- Delivery confirmation (method, timestamp, verification)
- Audit trail (complete timeline from request to fulfillment)