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Advanced Settings

The Advanced settings section contains powerful features for AI-powered document redaction and security configurations. These settings can impact GDPR compliance - proceed with caution.

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Advanced Settings - AI redaction and security configuration
Advanced Settings - AI redaction and security configuration Advanced Settings - AI redaction and security configuration
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Advanced Settings Warning
These settings are for power users and affect how PII is detected and redacted in documents. Changes here can impact GDPR compliance - proceed with caution.

AI Redaction Settings

What Is AI Redaction?

SAR Portal’s AI automatically detects and suggests redaction of personal data in documents. This helps comply with GDPR Article 15(4): protecting third-party privacy while providing data subjects their own information.

How It Works

  1. Upload documents to a case
  2. AI scans for personal information
  3. Detected PII is highlighted for review
  4. You approve or reject suggested redactions
  5. Clean copies are generated for disclosure

Standard Personal Data Types

Configure which types of personal information the AI should detect:

Identity Information

Data Type Description Default
Names Full names, first/last names Enabled
Email Addresses Email addresses in any format Enabled
Phone Numbers Phone numbers in various formats Enabled
Physical Addresses Street addresses, postal codes Enabled
Dates of Birth Birth dates in various formats Enabled

Financial Information

Data Type Description Default
IBAN (Bank Accounts) International bank account numbers Enabled
Credit Card Numbers Credit/debit card numbers Enabled

Government Identifiers

Data Type Description Default
Passport Numbers Passport document numbers Enabled
National ID Numbers National identification numbers Enabled
Irish PPSN Irish Personal Public Service Numbers Enabled
US Social Security Numbers US SSN format Enabled

Enabling/Disabling Detection

  1. Go to Settings > Advanced
  2. Toggle each data type on or off
  3. Disabled types won’t be flagged for redaction
Consider Your Jurisdiction
Enable identifiers relevant to your jurisdiction. Irish companies should enable PPSN; US companies should enable SSN.

Keyword Filters

Custom Keyword Detection

Add custom keywords that should be flagged during document processing:

Adding Keywords

  1. Go to Settings > Advanced > Keyword Filters
  2. Enter keywords to detect
  3. Save changes

Use Cases

Redaction Behavior

Confidence Thresholds

Configure how certain the AI must be before flagging something:

Level Description
High Only flag when very confident
Medium Balance between false positives and misses
Low Flag more items (more manual review)

Redaction Style

Choose how redacted content appears:

Style Appearance
Black Box Solid black rectangle
Blur Blurred/pixelated content
Replacement Replace with [REDACTED]

Security Settings

Session Timeout

Configure automatic logout after inactivity:

Setting Options
Timeout Period 15, 30, 60, 120 minutes
Warning Show warning before logout

IP Restrictions

Limit access to specific IP addresses:

Audit Logging

All actions in Advanced settings are logged:

Best Practices

Start with Defaults

The default detection settings work well for most organizations. Only disable types if you have a specific reason.

Test Before Production

After changing settings:

  1. Upload a test document
  2. Review AI detections
  3. Verify correct behavior
  4. Adjust as needed

Regular Review

Document Your Choices

Keep records of:

Troubleshooting

Too Many False Positives

If the AI flags too much:

Missing Detections

If the AI misses PII:

Performance Issues

Large documents may process slowly:

Section What It Does
Case Management Configure how cases are handled
Integrations API and webhook settings
Organization Company profile settings