To reduce risk and prevent unauthorized access to personal identifiable information (PII), you can enable the system to automatically replace PII with placeholder text in all Relate communications and in Supervision. The original PII is then purged from the system.
Example financial PII redactions before and after
To enable this feature in the Administration view, do the following:
- In the side menu, click Settings.
- From the Organization Settings tab, click the Lexicon tab.
- Toggle the setting Remove Financial, secure Identification, and/or Driver & Car PII automatically to Enabled.
When enabled, the following PII fields are redacted:
Financial PII
- Credit/debit card number
- CVV
- Credit/debit card expiry date
- International bank account number
- Bank account number
- PIN
- Swift code
- Routing number
Secure Identification PII
- SSN
- US_INDIVIDUAL_TAX_IDENTIFICATION_NUMBER
- PASSPORT_NUMBER
- UK_NATIONAL_INSURANCE_NUMBER
- UK_NATIONAL_INSURANCE_NUMBER
- UK_UNIQUE_TAXPAYER_REFERENCE_NUMBER
- CA_HEALTH_NUMBER
- CA_SOCIAL_INSURANCE_NUMBER
Driver & Car PII
- VEHICLE_IDENTIFICATION_NUMBER
- LICENSE_PLATE
- DRIVER_ID