Managing Out-of-the-box PII Recognizers

By default, Luma Virtual Agent (Luma VA) is configured to detect a predefined set of Personally Identifiable Information (PII) fields to enhance data security and ensure compliance with privacy regulations. These fields are automatically recognized and managed, reducing the risk of sensitive data exposure. Administrators can customize PII detection by enabling, disabling, or modifying these fields based on their organization's specific policies and requirements.

Default PII Recognizers in Luma VA

Once PII detection is enabled, the out-of-the-box (OOTB) recognizers become available in the PII Recognizers page. The complete list of PII recognizers can be found in the Tenant → Settings → PII Recognizer page. These recognizers allow Luma VA to automatically identify and manage sensitive data within conversations and stored information.

List of Default PII Recognizers

The following PII recognizers are available in Luma VA:

1. Credit Card Recognizer – Detects credit card numbers using standard card formats.

   • Example: 4111-1111-1111-1111

2. Crypto Recognizer – Identifies cryptocurrency wallet addresses for various digital currencies.

   • Example: 1A1zP1eP5QGefi2DMPTfTL5SLmv7DivfNa (Bitcoin Address)

3. IBAN Recognizer – Recognizes International Bank Account Numbers (IBAN) used for banking transactions.

   • Example: GB29NWBK60161331926819

4. IP Recognizer – Detects both IPv4 and IPv6 addresses used to identify devices online.

   • Example: 192.168.1.1 (IPv4), 2001:db8::ff00:42:8329 (IPv6)

5. Medical License Recognizer – Identifies professional medical license numbers issued to practitioners.

   • Example: ME1234567

6. US Bank Number – Recognizes US-based bank account numbers for financial institutions.

   • Example: 123456789

7. US Driver License – Detects driver’s license numbers issued by state DMVs.

   • Example: D123-456-789-012

8. US ITIN – Identifies Individual Taxpayer Identification Numbers used for tax processing.

   • Example: 912-34-5678

9. US Passport – Recognizes passport numbers issued by the US government.

   • Example: 123456789

10. US SSN – Detects Social Security Numbers (SSN) issued to US residents.

    • Example: 123-45-6789

Configurations

Each PII recognizer in Luma VA comes with configurable options that allow administrators to customize detection and masking settings based on their organization's requirements. The configurations help Luma recognize the information mask it accordingly. Below are the key attributes available for each recognizer:

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• Name: The display name of the recognizer (e.g., US SSN).

• Entity Name: The system-defined identifier for the recognizer (e.g., US_SSN).

• Description: A brief explanation of what the recognizer detects.

• Detection Method: Defines how the recognizer detects PII (e.g., pattern match and context).

• Mask in Bot Response? indicates if the PII should be masked during the conversation between User and Virtual Agent. You can enable or disable the masking in bot responses.

• Status: Indicates whether the recognizer is active or disabled.

Example Recognizer Configuration

Editing OOTB Recognizers

Administrators can modify the behavior of out-of-the-box (OOTB) PII recognizers. To edit a PII recognizer configuration, do the following:

1. Select the required recognizer from the list.

2. Click on Edit.

3. You can now update the configurations. The following options are available for customization:

   1. Enable or Disable Recognizers – Activate or deactivate specific recognizers as per their organization's policies.

   2. Mask PII in Bot Responses – This setting allows administrators to define whether PII should be masked in responses sent to the user. Enabling this option ensures that the detected PII values are hidden in both the chat conversation and conversation history.

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Importing and Exporting PII Recognizers

Luma VA allows administrators to easily import and export PII recognizers, making it simple to share configurations across environments or back up custom settings.

To Export PII Recognizers, follow the below steps:

1. Navigate to the Bot → Export and Import page.

2. Select the "Export" option.

3. Choose the "PII Identifiers" option from the list of exportable configurations.

4. Click "Export" to generate a zip file containing all PII identifiers defined in the system, including both OOTB and custom recognizers.

To Import PII Recognizers, follow the below steps:

1. Navigate to the Bot → Export and Import page.

2. Select the "Import" option.

3. Browse and select the zip file containing the PII recognizers.

4. Confirm the import to apply the configurations to the system.