Docs / AI-Powered Redaction

AI-Powered Redaction

SAR Portal uses artificial intelligence to automatically detect personal data (PII) in documents and help you redact it before responding to data subjects.

How AI Redaction Works

Two-Layer Detection

SAR Portal uses a dual-layer AI system for maximum accuracy:

Layer 1: Pattern Analysis

Layer 2: Contextual AI Analysis

The Process

  1. Document Analysis - AI extracts text from the document
  2. PII Detection - Both layers scan for personal data
  3. Entity Mapping - Detected items are mapped to document coordinates
  4. Review - You review and confirm detected entities
  5. Redaction - Confirmed items are redacted
  6. Output - Clean document ready for delivery

Starting AI Analysis

Single Document Analysis

  1. Open the case with the document
  2. Click Analyze for PII on the document
  3. Wait for analysis to complete (typically 10-30 seconds)
  4. Review detected entities

Batch Analysis

For multiple documents:

  1. Select documents to analyze
  2. Click Batch Analyze
  3. Monitor progress
  4. Review results for each document

Understanding Detection Results

Entity Types Detected

Category Examples
Personal Identifiers Names, email addresses, phone numbers
Government IDs Passport numbers, national IDs, SSN/PPS
Financial Bank accounts, credit card numbers, IBAN
Location Addresses, postcodes, GPS coordinates
Health Medical conditions, prescriptions, diagnoses
Professional Job titles, employee IDs, company names
Digital IP addresses, usernames, device IDs
Dates Birth dates, event dates, timestamps

Confidence Levels

Each detection includes a confidence score:

Reviewing Detections

The Review Interface

After analysis, you’ll see:

Actions for Each Detection

Confirm - Accept the detection and include in redaction

Reject - Remove from redaction list (not PII or needed in response)

Edit - Adjust the selection boundaries

Adding Manual Detections

If the AI missed something:

  1. Use the selection tool
  2. Highlight the text
  3. Specify the entity type
  4. Add to redaction list

Applying Redactions

Preview Before Applying

Always preview redactions before applying:

Redaction Methods

Black Box - Covers text with solid black rectangle

White Box - Covers text with white (for light backgrounds)

Permanent Redaction

Important
Redactions are permanent and cannot be undone. The original document is preserved, and a new redacted version is created.

Best Practices

Review All Detections

Don’t blindly accept all AI detections:

Protect Third Parties

When responding to access requests:

Document Your Decisions

Use Appropriate Formats

For best AI results:

AI Quotas

AI features are quota-based:

Plan Monthly AI Budget
Trial ~1,000 operations
Basic Tier-specific limit
Starter Higher limits
Pro Highest limits

What Counts Toward Quota

Monitoring Usage

View your AI usage on:

Supported Document Types

AI redaction works with over 28 file types:

Format Text Extraction Redaction Method
PDF (searchable) Yes Visual redaction
PDF (scanned) Yes (OCR) Visual redaction
Word (.docx, .dotx, .docm, .dotm) Yes Visual redaction
Excel (.xlsx, .xlsm, .xltx, .xltm) Yes Cell-level redaction
Images (.png, .jpg, .gif, .bmp, .tiff, .webp) Yes (OCR) Visual redaction
Email (.eml, .msg) Yes (headers + body) PDF output
Text (.txt, .csv, .log, .md, .json, .xml, .html, .css, .js) Yes Text replacement

AI Risk Assessment

SAR Portal includes AI-powered risk assessment to help you identify cases that may require special attention.

How Risk Assessment Works

The AI analyzes case details and documents to identify:

Risk Levels

Level Description Recommended Action
Low Standard request, minimal sensitive data Normal processing
Medium Some complexity or sensitive data present Careful review
High Complex request or highly sensitive data Senior review recommended

Using Risk Assessment

  1. Open a case with documents
  2. Click Assess Risk or run during AI analysis
  3. Review the risk summary
  4. Follow recommendations for your risk level

Benefits

Troubleshooting

“No PII Detected”

Low Detection Accuracy

Analysis Taking Too Long