Private Path is an additional InfoSum tool enabled via Infosum’s standard platform, leveraging the same technology and privacy controls. It allows two or more companies the flexibility and speed to send and receive data without ever combining, exposing, or compromising their customer’s personally identifiable information: all customer keys are replaced with private, non-reversible, point-in-time synthetic IDs for the secure exchange of enriched intelligence.

Table of contents

Use cases

Who is involved

Step-by-step overview

Confirm managed service instructions

Private Path data onboarding

Create a data Destination

Add Destination to Permission to InfoSum

InfoSum runs Private Path

Use cases

The two main use cases Private Path supports are Measurement and Enrichment.

Measurement

The ability for two or more parties, for example Brands and Publishers, to connect sales, conversion, and impression data to a 3rd party measurement provider’s ID space without sharing PII or identifying keys between any party.

Private Path for measurement video

Enrichment

The ability for one party to enrich their own IDs with attributes from another party without sharing or exposing sensitive data, strategy, or PII. Brands, agencies, publishers, measurement providers, and other companies will continue to look to leverage third-party data assets within their own CRMs, CDPs, or data warehouses. While enrichment of existing customer/consumer data is the most common purpose, companies may also look to receive information, in an anonymized fashion, on the larger population. This data is used for first-party segmentation, analytics, and/or to define potential prospecting audiences.

Private Path for enrichment video

Who is involved

• Managed service provider: An InfoSum company performing queries to generate private path IDs and exporting the data to the pre-determined Destination.
• Collaborating parties: Companies wishing to participate in the collaboration who will each receive private path IDs from their own dataset that can be used for analysis.

(optional) In some cases, only one party will receive the extract of both Activation Bunkers (Extract Recipient). The other Private Path collaborator does not receive any data, but permissions their dataset to InfoSum, allowing export to the Extract Recipient’s destination.

Step by Step overview

InfoSum operated the Private Path execution as a managed service, but the data onboarding and permissioning process remains self-serve.

1. Confirm managed service instructions

All parties involved in the Private Path use case must send an email to InfoSum instructing us to act on your behalf to execute the Private Path export. 

Your InfoSum representative will provide you with a template. 

2. Data onboarding: Private Path specific Bunker setup and permission to InfoSum

Your Platform setup

You need to have the same data onboarded into your Insight and Activation Bunker. If you are using the standard platform for other collaborations, you will need to create separate Bunkers for Private Path. Please consult with your InfoSum representative about your data needs so we can advise you on the format and best practices. Please ensure:

1. All keys have to be in the same format (pre-hashed or raw) across all Bunkers and all partners
2. All fields to be selected as output columns during normalization before publishing to your Activation Bunker

See this article on how to create and manage Bunkers and datasets in the platform. 

Permission your Private Path Bunkers to InfoSum: 

You will need to send a permission for both an Activation bunker and an Insight bunker to InfoSum's solution team who runs the managed service. Your InfoSum contact will let you know the specific email address you need to send the permissions to.

For more details on sending the permissions please see the following pages:

How to create an insight dataset permission

The Permission settings for an Insight bunker will need to be set as follows:

In order for InfoSum to be able to create a Private Path collaboration, please grant InfoSum

“Query the intersection with other datasets" and "In combination with datasets they own or have permission to use” with "and including activation bunkers" ticked.

How to create an activation dataset permission

The Permission settings for an Activation bunker will need to be set as follows:

In order for InfoSum to be able to create a Private Path collaboration, grant InfoSum

“Query the whole dataset" and "In combination with datasets they own or have permission to use”.

3. Create your Destination

Both parties need to have a Destination where the activation will be delivered. 

• Select the Activate tab and hit Destinations
• Create a new Destination that will be used in the Private Path executions 
• Ensure the File Name field is marked as editable (more fields might need to be editable depending on the specifics of your use case, your InfoSum representative will advise you if you need a specific setup)

3b.(Optional) Share your Destination 

If it’s pre-agreed that one party will conduct the analysis and requires both extracts to be delivered to the same destination then only one Destination needs to be created by the Extract Recepient shared with their Data Collaborator.

1. Access Sharing Options: Click on the three dots (•••) next to the destination name.
2. Share the Destination: Select share from the dropdown menu.
3. Add Collaborators: Enter the email addresses of the data collaborators
4. Make sure to check the box for “Can Permission to InfoSum as Managed service”. Normally a shared destination can only be attached to permissions back to the sharer. The managed service setting allows it to be attached to an InfoSum permission too.
5. Select share destination

4. Add the Destination to the Permissions sent to InfoSum

Each party attaches their own Destination to their own Activation Bunker Permission by navigating to Collaborate > Permissions Sent, locating your Activation bunker then under the Actions column on the right hand side, choose Attach a Destination and assign the appropriate Destination where you want to receive the extract.

(Optional) If one party is receiving both extracts, then the same destination needs to be attached by both companies. The Data Collaborator attaches the shared Destination to their own Activation Bunker Permission by navigating to Collaborate > Permissions Sent then under the Actions column on the right-hand side, choose Attach a Destination and assign the appropriate Destination that was shared by the Extract recipient. 

5. InfoSum runs the Private Path

The InfoSum team runs the Private Path according to your instructions and delivers the extracts to your chosen Destination. From there it can be sent to the final platform for enrichment or measurement.