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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 TypeDescriptionDefault
NamesFull names, first/last namesEnabled
Email AddressesEmail addresses in any formatEnabled
Phone NumbersPhone numbers in various formatsEnabled
Physical AddressesStreet addresses, postal codesEnabled
Dates of BirthBirth dates in various formatsEnabled

Financial Information

Data TypeDescriptionDefault
IBAN (Bank Accounts)International bank account numbersEnabled
Credit Card NumbersCredit/debit card numbersEnabled

Government Identifiers

Data TypeDescriptionDefault
Passport NumbersPassport document numbersEnabled
National ID NumbersNational identification numbersEnabled
Irish PPSNIrish Personal Public Service NumbersEnabled
US Social Security NumbersUS SSN formatEnabled

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:

LevelDescription
HighOnly flag when very confident
MediumBalance between false positives and misses
LowFlag more items (more manual review)

Redaction Style

Choose how redacted content appears:

StyleAppearance
Black BoxSolid black rectangle
BlurBlurred/pixelated content
ReplacementReplace with [REDACTED]

Security Settings

Session Timeout

Configure automatic logout after inactivity:

SettingOptions
Timeout Period15, 30, 60, 120 minutes
WarningShow 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:

SectionWhat It Does
Case ManagementConfigure how cases are handled
IntegrationsAPI and webhook settings
OrganizationCompany profile settings