Create a PII Detection Pattern
- Go to Settings > PII & Guardrails.
- Click + New Pattern.
- Enter a Pattern Name — a unique name to identify the rule.
- Set Status to Enabled or Disabled. Disabled patterns are skipped during processing.
- Select a Detection Method and configure the fields for the selected method (see below):
- Detect using Regex— uses a regular expression to detect a specific type of sensitive information.
- Detect using AI — uses ML-based entity detection to identify and anonymize sensitive data.
- Under Access Control, select which platform components can access the original unredacted value: Users, Code Tools, Workflow Tools, MCP Tools, Knowledge, Events, Pre-Processor, and Proxy Agent. Components that are not selected receive the redacted or anonymized value.
- Use Test Pattern to enter a sample input and validate how the rule detects and handles sensitive data.
- Click Create.
Detect using Regex
Example: With mask character
* and 12 characters skipped from the end, john.doe@example.com becomes ****.***@example.com.