Knowledgebase: Outbound Mail Flow
DLP - Smart Identifier
Posted by Elvin C, Last modified by David Szoke on 05 January 2018 07:15 PM

For additional questions, please see the DLP FAQ.

Creating a Filter that uses a Smart Identifier

  1. Once logged in, click on the Filters tab.
  2. Click on the Add New Filter button.
  3. Select the direction of mail flow that the filter should be applied.
  4. Enter a name for the filter and click on the "Continue to builder" button.
  5. Select the scope that the filter should apply to.
  6. Choose "Smart Identifier Scan" from the drop-down.
  7. Click the "Manage" link. A pop-up window will appear.
  8. Check the Smart Identifers that you wish to scan for. You may choose as many as you wish.
  9. Click on the Close button.
  10. Choose the appropriate action to take when the filter is identified. For example, select Quarantine.
  11. Click the Save button.

 Smart Identifiers

A smart identifier is a pre-defined regular expression used to locate specific content in an email such as a Credit Card number of Drivers License Number. There are 6 categories of smart identifiers:


Restrictive Social Security Number vs Social Security Number.

Restrictive only looks at the grouping for 3-2-4 SSNs. The standard rule looks for both grouping and consecutive 9-digits.

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