The Masking Policy lets you establish a global Data Masking behavior. Define a set of rules that determine how sensitive information is either masked or displayed for an SDC. Define different rules for each column, as well as different types of data masking techniques (such as ***-**-1234). See Data Masking for more detailed information.

Property Name Description
Global Settings Determine how Data Masking is implemented throughout LabVantage.
PropertyDescription
Masking Enabled?When "Yes", Data Masking is enabled throughout LabVantage. Global Masking Rules are applied to sensitive information within those SDCs defined with the "Contains Sensitive Information" option checked.
Visibility RuleSpecifies how LabVantage should determine which Users can view sensitive information. The Visibility Rule uses the existing Security structure (such as Role, Department Security or SDI Security) to enable visibility by individuals or groups of Users.
OptionSensitive Information can be viewed by...
Role Only Any User having the Role defined in the "Role" field of the MaskingPolicy (below).

OOB, the Role "ViewMaskedData" is provided. All Users with the Role "ViewMaskedData" can view sensitive information. Optionally, choose to create your own Role for this purpose.

Role and SDC Visibility RuleAny User having the Role defined in the "Role" field, and who meet Visibility Rules defined at the SDC level.
Role or SDC VisibilityAny User having the Role defined in the "Role" field of the Masking Policy, or if an SDC Visibility Rule is defined, meets the SDC Visibility Rule.
SDC Visibility Rule OnlyUsers who meet the Visibility Rules as defined at the SDC level.
RoleThe Role Users must have in order to view sensitive information.
Apply Role to Adhoc QueriesWhen "Yes" the specified Role (above) will be used to enforce the Masking Policy in Adhoc Queries. The default is "Yes".
Masking Level Assign different Masking rules to a different "Masking Level" (Reference Type). You may find that in some cases you have minimal masking requirements and in others more complete masking is needed.

For each Masking Level Reference Type value (such as High, Medium or Low) define a different set of masking rules.

Defined Levels will display as a Custom Policy Node.

SDCs Include the SDCs whose information you want to mask.
Property Name Description
SDC IdThe SDC Id for which these Masking properties are defined.
EnableWhether or not to enable Data Masking for this SDC.
ColumnsIdentify the Columns that contain sensitive information. For each Column define the different Masking techniques to apply when sensitive information is displayed to unauthorized Users.
Property Name Description
Column IdId of the column that contains sensitive information (such as birthdt).
Nested SQL Alias IdAlias Id of the nested SQL column defined in the target element.
Enable Masking?Whether or not Masking Rules will be applied for this column.
Limited Data Access SQLSQL that can be used to retrieve User-Column access information. This dataset is available in the Groovy Expression of the Enable Column Masking property. Supported tokens are currentuser, keyid1, keyid2, keyid3, rsetid.
Masking PropertiesDefine the Masking technique to use for this Column.
Data TypeDescription
Data TypeChoose the type of data you are Masking.
TextLogic to use when masking Text data. Mask Text data by specifying a percentage of the text to be masked, or choose to show only initial characters (Joe Smith would be shown as JS). These are the Text Data Masking templates provided OOB:
PropertyDescription
Masking LogicChoose the Masking Logic to apply to Text fields when Data Masking is enabled.
FIRST_N_PERCENT_CHAR

LAST_N_PERCENT_CHAR

Define the length of text and the percentage to mask.
PropertyDescription
Length PercentThe percentage of the total length of the value. For example, you might choose to mask the first 50% of text with an asterisk.

Non zero, non negative integers only.

Replace each CharacterSpecify the replacement character. The characters or strings within the Length Percent are replaced with this character.
Replace with TextApplicable only if "Replace each Character" is blank.

Define the text to replace the characters or strings within the Length Percent. You might choose to replace the sensitive information with the word [Restricted].

FIRST_N_CHAR

LAST_N_CHAR

Define a specific number of characters at the beginning (FIRST_N_CHAR) or end (LAST_N_CHAR) of the text field.
PropertyDescription
LengthThe number of characters to replace.
Replace each DigitSpecify the replacement character.

For example, if you use the template "FIRST_N_CHAR" where "N" is 5, and specify an * as the replacement, a Social Security number would display as ***-**-1234. The first 5 digits are replaced with the specified character.

Replace with TextApplicable only if Replace each Character is blank.

Define text to replace the specified number of characters. The digits are replaced with the specified text, 555-123-[Restricted] (LAST_4_CHAR).

ONLY INITIALSThe Split Delimiter field specifies the delimiter used to determine initials. The default is "Space". For example, if the data were "John Smith", the space between John and Smith is the delimiter, "JS" would display in the column.
NumberNumber data can either be masked with a specified character or by a range of numbers.
PropertyDescription
RANGE SIZESize to determine the range. A Range Size of 10 would create ranges such as 0-10, 10-20, 20-30. The range replaces the number with the specified range of numbers.

For example, if you are masking a person's age, you could choose to display their age within a range such as 20 - 30. If the person was 25, 20-30 would display.

REPLACE_WITHReplaces each digit with the specified character.
PropertyDescription
Replace each DigitSpecify the replacement character. For example, if you specify an *, a Social Security number would display as ***-**-****. Each digit will be replaced with the specified character.
Replace with TextApplicable only if Replace each Digit is blank.

Define text to replace the characters. The digits are replaced with the specified text, 555-123-[Restricted] (LAST_4_CHAR).

DateDate fields can be masked in the following ways:
PropertyDescription
AGE_RANGEBased on "today's date", age is calculated. The birth date is then replaced with a specified range of numbers. For example, you could choose to display ranges such as under 5, 18-25 or Over 70.
PropertyDescription
Range SizeAfter the age is calculated, the size to determine the range. A Range Size of 10 would create ranges such as 0-10, 10-20, 20-30.
Upper Age LimitAfter the age is calculated, this is the number at which the age is blank. For example, if the upper age limit is 70, any age calculated to be 70 and above will not display.
MONTH_N_YEAR_ONLYDisplays the month and year (July 1988).
PropertyDescription
Upper Age LimitThe number at which the age is blank. For example, if the upper age limit is 70, any age calculated to be 70 and above will not display.
PATTERNSimple Date Format pattern tokens (such as mm/dd/yyyy).
PropertyDescription
PatternSpecify the pattern to use (such as mm/dd/yy).
Upper Age LimitThe number at which the age is blank. For example, if the upper age limit is 70, any age calculated to be 70 and above will not display.
REPLACE_WITHReplace the date with the specified character.
PropertyDescription
Replace each DigitSpecify the replacement character. For example, if you specify an *, a Social Security number would display as ***-**-****. Each digit will be replaced with the specified character.
Replace with TextApplicable only if Replace each Digit is blank.

Define text to replace the characters. The digits are replaced with the specified text, 555-123-[Restricted] (LAST_4_CHAR).

YEAR_ONLYDisplays the year only.
PropertyDescription
Upper Age LimitThe number at which the age is blank. For example, if the upper age limit is 70, any age calculated to be 70 and above will not display.
ExpressionDefine a custom Groovy Expression. Available Variables are: value, user, primary, columnid.

For example,

$G{primary.genderflag=="M"?value.replaceAll(".","*"):"Female Subject"}

The above expression can be used for the subjectdesc column. It means, if the subject is female, then show the text "Female Subject" or else replace every character with *.

Note that when using an Expression type Masking Rule, all masking logic performed is done by the groovy expression itself.

AliasDetermines how Alias data will display when Data Masking is enabled. Field values are treated as Text.
PropertyDescription
Enable MaskingWhether or not to enable Data Masking when displaying Alias data. Defaults to "No".
Masking PropertiesLogic to use when masking data. Options include specifying a percentage of the text to be masked, or choose to show only initial characters (Joe Smith would be shown as JS). These are the Text Data Masking templates provided OOB.
PropertyDescription
Masking LogicChoose the Masking Logic template to apply when Data Masking is enabled. Optionally, customize these templates using the properties described below. If no properties are defined, sensitive data is masked entirely, with asterisks.
FIRST_N_PERCENT_CHAR

LAST_N_PERCENT_CHAR

Define the length of text, and the percentage to mask.
PropertyDescription
Length PercentThe percentage of the total length of the value. For example, you might choose to mask the first 50% of text with an asterisk.

Non zero, non negative integers only.

Replace each CharacterSpecify the replacement character. The characters or strings within the Length Percent are replaced with this character.
Replace with TextApplicable only if Replace each Character is blank.

Define text to replace the characters or strings within the Length Percent. You might choose to replace sensitive information with the word [Restricted].

FIRST_N_CHAR

LAST_N_CHAR

Define a specific number of characters at the beginning (FIRST_N_CHAR) or end (LAST_N_CHAR) of the text field.
PropertyDescription
Replace each DigitSpecify the replacement character. For example, if you use the template "FIRST_N_CHAR" and specify an *, a Social Security number would display as ***-**-1234. The first 5 digits are replaced with the specified character.
Replace with TextApplicable only if Replace each Character is blank.

Define text to replace the specified number of characters. The digits are replaced with the specified text, 555-123-[Restricted] (LAST_4_CHAR).

ONLY INITIALSThe Split Delimiter field specifies the delimiter used to determine the initials, the default is " " (space). For example, if the data were "John Smith", the space between John and Smith is the delimiter and "JS" would display in the column.
ConditionDetermines whether "All" Alias Types or only "Selected Types" are masked. Defaults to "All". Define the specific Alias Types to be masked below.
Alias TypeApplicable when "Condition" (above) is "Selected Types". Specify which Alias Types will be Masked.