As an administrator, you can create and manage organization-specific PII recognizers to enhance data protection. These custom recognizers allow you to detect and mask sensitive information beyond the default set provided out-of-the-box (OOTB) in Luma VA.
Creating a Custom PII Recognizer
To create a new custom PII recognizer, follow these steps:
Navigate to Tenant → Settings → PII Recognizer.
Click on Create PII Recognizer.
Configure the following attributes:
Name: A unique name to identify the custom PII recognizer.
Status: Defines whether the recognizer is active or inactive. Only active recognizers will detect and mask PII.
Entity Name: A system-assigned unique identifier used for internal reference.
Mask in Bot Responses: A checkbox option to determine whether detected PII should be masked in bot responses during User and Virtual agent conversations.
Description: A brief explanation of the recognizer’s purpose, including details on the type of PII it identifies.
Regular Expression: A predefined pattern used to detect specific PII formats, such as email addresses, SSNs, or credit card numbers.
Context Words: Additional keywords that help improve detection accuracy by boosting confidence when identifying PII entities.
Click on 'Create' to create the recognizer.
Example Custom Recognizer Configuration
Here are a few examples of custom recognizers that you can create:
Name | Status | Entity Name | Mask in Bot Response? | Description | Regular Expression | Context Words |
---|---|---|---|---|---|---|
Email Address | Active | EMAIL_ADDR | Yes | Identifies organizational email addresses. | [a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+.[a-zA-Z]{2,} | Email, Contact |
Tax File Number (TFN) | Active | TFN | Yes | Identifies Australian Tax File Numbers. | \b\d{3}\s?\d{3}\s?\d{3}\b | Tax, Finance, TFN |
Indian Aadhaar Number | Active | AADHAAR | Yes | Identifies 12-digit Indian Aadhaar numbers. | \b\d{4}\s?\d{4}\s?\d{4}\b | Aadhaar, Identity |
MasterCard Number | Active | MASTERCARD | Yes | Identifies 16-digit MasterCard credit card numbers. | \b5[1-5]\d{2}[- ]?\d{4}[- ]?\d{4}[- ]?\d{4}\b | Credit Card, Payment |
Editing a Custom PII Recognizer
Once a Custom PII recognizer is created, administrators can modify its settings as required:
Navigate to Tenant → Settings → PII Recognizer.
Select the recognizer from the list and click Edit.
The following fields can be updated:
Status: Enable or disable the recognizer.
Mask in Bot Responses: Define if detected PII should be masked in bot responses and conversation history.
Description: Update the description to provide more details about the recognizer.
Regular Expression: Modify the regex pattern for detection.
Context Words: Add or remove context words to refine detection accuracy.
Click Save to apply the changes.
Deleting a PII recognizer is not allowed; however, administrators can deactivate a recognizer by setting its status to Inactive.