Download Data
Use the Download Data screen to request an export of personal data associated with the current account.
This screen includes:
- A Manage my private data header with back navigation.
- A Download my data link that starts the export flow.
- A confirmation dialog that warns about potential file size.
- Two dialog actions:
- Cancel, which closes the dialog without starting the export.
- OK, which confirms the export request.
Workflow
- Go to Account > Edit Account > Manage my private data.
- Select Download my data.
- Review the file size warning.
- Select OK.
- Save the compressed archive after export completion.
The app generates the export on demand and provides a file for download.
The archive contains one or more Microsoft Excel files.
Each file represents a single data category.
Data availability
The app exports only data associated with the current account and assigned role.
Some accounts include only a subset of the available data categories.
Example: Exported data files
- Appointments data.
- Claims data.
- Events data.
- Extra charges data.
- Patients data.
- Policies with patient's data.
- Subscriber data.
Validations
| Scenario | App behavior |
|---|---|
| Download request starts. | Prompt the user to confirm the action. |
| User dismisses the prompt. | End the flow without exporting data. |
| User approves the request. | Begin export and generate an archive. |
| Export fails. | Show an error state. |
Actions
| User action | App behavior | Notes |
|---|---|---|
| Select Download my data. | Open the confirmation prompt. | Prevents unintentional exports. |
| Select Cancel. | Dismiss the prompt. | No data processing occurs. |
| Select OK. | Generate and provide the archive. | Export content depends on account data. |
Endpoint Resources
Download Data File
GET
/manage/download/user-data.zip
This endpoint returns the generated personal data archive as a file response.
Download Data
PUT
manage/download
This endpoint returns the screen configuration that initiates the Download Data flow.