Creating & Managing Classification Profiles

You can create Classification Profiles to easily select a set of classifiers that need to be run for the scan. This allows Data Discovery users to quickly group the appropriate classifiers for a given data sample based on a particular need, law or framework, setting preferences, or targeted data sample set.

For more information on the new engine, see Entity Classification Service Overview.

Supported Default Profiles

The following are available classification profiles supplied out-of-the-box for Data Discovery customers. These profiles come configured with enabled classifiers with unique discovery patterns, column-matching, or other enabled settings intended for the broader category of the profile (e.g. Germany Address for the GDPR-Germany profile).

Tip:

Refer to the Classifiers tab in the respective details screen of the Classification Profile to review the currently available classifiers seeded in the profile.


Classification Profile	Description
Brazil LGPD	Identifies data samples in accordance with the General Personal Data Protection Law (LGPD) a statutory law on data protection and privacy in Brazil.
Canada - Personal Information Protection and Electronic Documents Act (PIPEDA)	Identifies data samples in accordance with, PIPEDA, which organisations must abide, including principles of accountability, consent, accuracy and safeguards, as well as limiting collection, use, disclosure, and retention.
Default	Aims at identifying any data sample that might contain personally identifiable information.
Developer Security	Identifies data samples that might contain developer keys or tokens that pose a security threat to the organization.
Finance	Identifies data samples that contain finance related data.
United Kingdom (UK) - Data Protection Act	Aims to identify data specific to UK in accordance with the General Data Protection Regulation (GDPR).
GDPR	Identifies data samples in accordance with the General Data Protection Regulation (GDPR) in EU law on data protection and privacy in the European Union and the European Economic Area.
GDPR - Germany	Aims to identify data specific to Germany in accordance with the General Data Protection Regulation (GDPR).
GDPR - Netherlands	Aims to identify data specific to Netherlands in accordance with the General Data Protection Regulation (GDPR).
GDPR - Spain	Aims to identify data specific to Spain in accordance with the General Data Protection Regulation (GDPR).
California - CCPA and CPRA	U.S. federal regulation for consumer privacy in California.
Health Insurance Portability and Accountability Act (HIPAA)	U.S. federal regulation for patient privacy in the healthcare sector.

To create custom classification profiles

On the Data Discovery menu, select Setup > Classification Profiles. The Classification Profiles screen appears.
Click the Create New button. The Create Classification Profile screen appears.
Provide a new name and description for the profile.

For the Document Classification field, manage your preference to run the classification on your documents.


Setting	Description
Document Classification	If disabled, Document Classification will not run. For more information, see Understanding Document Classification.
Document Duplicates	When this toggle is enabled, duplicate files would be identified. For more information, see Reviewing Scanned Files.

Click the Next button. The Select Classifier screen appears.
Search and select for the desired System Classifiers which need to be added to the profile. Custom classifiers will be available for selection in the Custom Classifier Groups.
When you've selected all the appropriate classifier options, click the Next button. The Classifier Settings screen appears.

Manager the settings for each classifier. You can also multi select classifiers to assign these setting preferences in bulk.


Setting	Description
Sample Size	Enter the number of data samples you want to return.
Threshold	Set your threshold preference, 0-100% for the classifier. The default is 30%. This only applies to structured data. This percentage is calculated on the total number of records, which includes null values.
Is this an identifier?	When selected, matched labels will be indexed to service data subject rights automation.

Click the Apply to Selected button to assign the settings.
Click the Save button. The new Classification Profile will be created and available on the main Classification Profiles screen.

To copy a system classification profile

You can clone default profiles to configure custom profiles with the applied settings and included classifiers.

On the Data Discovery menu, select Setup > Classification Profiles. The Classification Profiles screen appears.
Hover over the row of a system profile to select the Context Menu icon.
Select Copy Classification Profile. The Copy Classification Profile modal appears.
Click the Confirm button. The Classification Profile Details screen appears.
In the new profile's Details tab, you can modify the name, settings, and included classifiers copied from the original profile.

The name will default to [Name] (COPY 1). Each profile copied after that will increase the digit.

To view the classifiers in the classification profile

You can quick view a list of the classifiers and the details of each classifier in the classification profile from the Classifiers tab.

On the Data Discovery menu, select Setup > Classification Profiles. The Classification Profiles screen appears.
Select a profile from the list. The Classification Profile Details screen appears.
On the Classifiers tab, you can view the list of the profile's classifiers and the applied settings.

To edit classification profile details and settings

On the Data Discovery menu, select Setup > Classification Profiles. The Classification Profiles screen appears.
Select a profile from the list. The Classification Profile Details screen appears.
In the Details tab, edit the profile details as necessary, then click the Save button.
In the Classifiers tab, select one or more classifiers to adjust the sample size, threshold, or identifier settings.

To delete classification profiles

On the Data Discovery menu, select Setup > Classification Profiles. The Classification Profiles screen appears.
Select a profile from the list. The Classification Profile Details screen appears.
Click the Delete button. The profile will be deleted and removed from the list screen.

To add classifiers to the profile

On the Data Discovery menu, select Setup > Classification Profiles. The Classification Profiles screen appears.
Select a profile from the list. The Classification Profile Details screen appears.
Navigate to the Classifiers tab.
Click the Add New button. The Select Classifier Groups screen appears.
Follow the instructions at step 6 under To create custom classification profiles to add new classifiers to the profile.

To remove classifiers from the profile

On the Data Discovery menu, select Setup > Classification Profiles. The Classification Profiles screen appears.
Select a profile from the list. The Classification Profile Details screen appears.
Navigate to the Classifiers tab.
Hover over a classifier to reveal and click the Context Menu icon.
Select Delete. The Remove Classifiers modal appears with a confirmation warning.
Click the Confirm button to remove the classifier from the profile.

To review which profile is used in a scan job

On the Data Discovery menu, select Setup > Data Sources. The Data Sources screen appears.
Click on a Data Source Name. The Data Source Details screen appears.
Go to the Scan Jobs tab.
Click on the Scan ID of a given scan job. The Scan Job Details screen appears.
In the Classification Profile tab, you can review the setting preferences and details for this scan job, as well as the classifiers plus their settings that were included in the chosen profile.

Govern Data Use