Part of running a business is handling payments or getting identification data for customers, however these can be sensitive pieces of data that should not be seen by all. Textline has a feature to handle this called Sensitive Data Redaction. This feature is in the data section of your security settings and when enabled will automatically blur out information that matches certain criteria. You can then allow certain members of your organization to view this redacted data.
When the feature is turned on, Textline will block out information that matches algorithms for:
- Credit & debit card numbers
- United States Social Security Numbers (SSN)
- Canada Social Insurance Numbers (SIN)
For credit card numbers, we are using the algorithm the banks use to create actual credit card numbers so that we won't blur just any 15 or 16 digit number. For SSN and SIN, we match the pattern, so anything that matches their respective patterns will be blurred.
The received info will be blurred out automatically, preventing any agents from seeing the info. This blur also prevents the information from going out through the API or to integrations.
We do understand that sometimes this information should be seen, so by default agents with the role of Admin will be able to temporarily see this information. Those on the pro plan can also set up custom roles to allow others, such as supervisors and managers, to also temporarily see this information. To un-blur the information, click on the "Show redacted information" link that will appear below or next to messages with redacted information.
We hope this article helps! If you have any questions, please reach out to Textline support at +1 (415) 849-4349 or firstname.lastname@example.org