IntelleDoc Masking Guide

Data Masking

This document describes functionality in the CSi IntelleDoc Solutions that supports the masking of customer data in rendered transaction content.

Overview

As of the V6.7 release of IntelleDoc Solutions, partners may elect to mask, or suppress from display, the rendered values of data elements in transaction content.

Sensitive transaction values, like social security numbers, can be masked.

This is done by supplying data element attributes in either TXL or DXL files that contain an expression of the mask rule and the replacement characters to be used as the mask.

The expression may be added to a leaf node or data value element.

Any formatting that has been applied to the data element, such as dollar or ssn, is retained in the masked rendering.

Examples

Example Expression Replacement Example Value Example Result
Social security number .*(\d{4}) ***-**-$1 123456789 ***-**-6789
Phone number .*(\d{2}) (###) ###-##$1 800123456 (###) ###-##56
Dollar amount \d # 100000.00 ###,###.##
<Phone Use="Primary">
  <Number expression=".*(\d{2})" replacement="(###)###-##$1">800123456</Number>
</Phone>