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.

Note

PII Data identification system is applicable to the text input fields during Incident creation.

To include PII actions on Incident, refer to the following steps:

1. Navigate to Incident > My Incidents.
   My Incidents list page is displayed.
   

2. Click New to log a new Incident.

   Details page is displayed.
   

3. Enter all the details in the required fields.
   Include personal information that include Email ID and Phone Number in text fields such as Symptom and Description.
   Figure: New Incident
   

4. Click Save, then a popup window is displayed with the PII details.
   Figure: PII Data popup
   

5. The following actions are provided to the user:
   

   • Give Consent and Submit: Select this option if you want to provide your consent to use the details and create a ticket.
     

   • Mask and Submit: Select this option if you want to create the ticket by masking the details and then create the ticket, click Mask and Submit. When you select this option, the PII Data will be masked across the application wherever applicable.
     

   Figure: Masked Data
   
   Figure: Masked Data in the List page