DDR Advanced Rules
You can build custom policy rules based on Regular Expressions (Regex) patterns according to the organization's unique identifiers. Votiro's engine will detect the unique identifiers and will mask the data according to policy.
To create a custom rule:
| 1. | From the navigation pane on the left, click Settings > Data Security Policies. |

| 2. | Click on Advanced Rules. |

| 3. | Click on the + Create Custom Rule button. The Custom Rule window opens: |

| 4. | Enter the fields in the Custom Rule window: |
| a. | For Rule Name, enter appropriate text. |
| b. | For Regular Expression, enter a regex pattern. |
| c. | For Rule Action, to mask the detected pattern, check the Mask box. |
| d. | Enter the Test Pattern. |
| e. | To test the regex pattern vs the test pattern, click on Test. For example: |

| f. | If a Match is displayed as in the above example, click on Save to save the rule. The new rule is displayed on the Data Security Policies page: |

| g. | To modify the rule, click on the edit icon. To delete the rule, click on the delete icon. |
| 5. | After setting the desired custom rules, the document content will be scanned and actions taken accordingly. |
| a. | For example, the original document without masking is displayed: |

| b. | In the sanitized version, the test pattern and relevant data field are masked: |

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