PII

Personally Identifiable Information (PII) Data

Enterprises frequently deal with sensitive Personally Identifiable Information (PII) in their communications. Accidentally sharing PII can lead to serious compliance, privacy, and security issues. To prevent these risks, it's essential to identify PII, and our system can detect and mask PII data in real-time.

Copilot has a PII detection system by leveraging natural language processing (NLP) techniques and machine learning algorithms to identify and mask sensitive PII data in the Apex application. The system will integrate seamlessly with Apex application used within the organization, providing real time monitoring and intervention.

Key features of PII Data detection system

• Real-time PII Detection: Uses Natural Language Processing (NLP) techniques and machine learning models to analyze text input in real-time. The system will constantly monitor and identify occurrences of PII, such as names, addresses, phone numbers, email addresses, social security numbers, and more.

• Alerting and Actions: When PII is detected, a pop-up alert notifies the user to prevent accidental exposure. If the user attempts to save the record, the system shows a pop-up message identifying the PII data and provides two options. This alert prompts the user to review the sensitive information and choose whether to mask it or give consent for its use.

  • Mask and Submit: The masking option signifies the user's choice to have the detected PII replaced with placeholders or generic descriptors to protect privacy using the standard masking techniques.

  • Give Consent and Submit: The consent option indicates the user's consent to use the detected PII as it is without redaction and submits the data.

• Audit Trail and Reporting: The system keeps a record of detected PII instances and the actions taken. This allows organizations to prove compliance and investigate incidents if needed.

Refer the below steps on how PII Data identification functionality works in a Incident or Service Request creation flow:

1. Navigate to Incident > click My Incidents. The list page of all the logged in Incidents is displayed.

2. Click New to log a new Incident. Details page is displayed. Fill in all the details. If there are any personal information in any of the fields and you click Save, then a pop-up displays all the PII data. Refer the below screenshot:Figure: PII Data pop-up

3. There are two options: Give Consent and Submit, and Mask and Submit. Click Give Consent and Submit, if you want to provide your consent to use the details and create the ticket. If you want to create the ticket by masking the details and then create the ticket, click Mask and Submit.

4. Everywhere in the application the details are masked for this record. Refer the below screenshots:

   
   

   Figure: Masked details

   
   
   

   Figure: Masked details in list page