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The PII Scan view is built into two main views: Scan Profile and Scan Results.
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PII - Table of Contents
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PII - Details
PII Profiles
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What is a PII Profile? This is where you configure ConnectSecure agents to scan for PII, set scan criteria, and determine file types to be scanned. You must configure a profile to use the PII scan feature. |
Add Scan Profile
Tap on the Add button to create a new PII Profile.
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Choose the Scan Type of data you want to identify.
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Cred Cards: ConnectSecure will detect American Express, MasterCard, Visa, Discover, Atos Private Label, Aura, UnionPay, JCB, Fuel Card, and Cirrus. |
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ConnectSecure will not detect these cards due to spaces or gaps in some cases: Maestro, Dankort, Eftpos, Hipercard, Vpay, Visa_dankort, Uk Fuel Card, Troy, Sodexo, and Cabal. |
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Bank Account Numbers: The scan looks for terms such as bank, ACC no, IBAN, and other related keywords commonly associated with bank account information. |
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Driver's License: The scan searches for terms like DL, driver, and license. |
Select any additional Allowed Extension Types to scan for.
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Define the Path Settings to include or exclude during the PII scan.
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Tap Save when completed.
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Scan
Tap the three-dot Action menu and use Scan:
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Edit Scan
Tap on the three-dot Action menu and use Edit to modify an existing PII Profile.
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Make any desired changes, then tap Save; otherwise, click Cancel.
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Delete PII Scan Profile
Tap the three-dot Action menu, then Delete:
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Select Yes in the Confirmation box to remove the PII scan profile.
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PII Results
What are PII Scan Results? 🤔
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You will find the option to Delete All Records from here:
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PII - Action Toolbar Overview
The action toolbar has the standard Jobs and Alerts options.
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PII - Action Toolbar Details
Jobs
Tap to view the PII scan jobs for the selected company.
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Delete All Records
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Alerts
Tap to view the timeline-style alerts for the selected company.
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Need Support?
Contact our support team by sending an email to support@connectsecure.com or by visiting our Partner Portal, where you can create, view, and manage your tickets.
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