Filter Object Records for Masking

Working with Object Filters

Use object filters in your in masking policies in order that masking job processing selects for masking only the specific object records that meet your use case criteria. For example, use a filter to mask only contacts located in the Canadian provinces of Quebec, Ontario, and Manitoba or only accounts that generate more than $2.5M in net revenue, or only medical equipment suppliers that deal with radio imaging diagnostic devices.

To add or edit a filter, first open a policy in Edit mode and select an object from the Objects panel. The selected object displays in the central area of the policy page. At the top right of the central area, click the currently available Add Filter button or Edit Filter button to open the Filter Records dialog.

Use the Filter Records dialog to define the filter. A filter is composed of filter logic and one or more filter conditions. During a masking job, Data Mask & Seed applies the filter to the object in order to select for masking only those object records that match the filter (your use case criteria).

Important After you add at least one filter condition, the button label changes from Add Filters to Edit Filters. If you delete all filter conditions, the label changes back to Add Filters.

Common Filter Use Cases

Use filters to mask only specific records contained in an object instead of masking all of the object's records. Here are several common use cases:

• Mask accounts (policy object Account) in specific regions or territories
• Mask contacts (policy object Contact) created after a specific date
• Mask opportunities (policy object Opportunity) with amounts above a threshold
• Mask object records where a certain field is blank (Is NULL)
• Mask object records where a certain field contains data (Is not NULL)

Filter Records Dialog

The Filter Records dialog provides the following components that you use to add or edit an object filter:

• Filter Logic: From the field’s dropdown menu, select a filter logic option. The logic options are:
  • All conditions are met (AND) - masks records that match every filter condition. For example, Use this logic option to mask accounts in the Canadian province of Quebec with revenue greater than $1M.
  • Any condition is met (OR) - masks records that match at least one filter condition. For example, Use this logic option to mask accounts located in the states of New York, New Jersey, Pennsylvania or Connecticut.
• + Add Filter: Select this button to add a new, blank filter condition field. You will define the condition (see below Add Filter Condition). Select the + Add Filter button multiple times to add multiple, new filter condition fields.
  • To delete a filter condition, select the garbage can icon located to the right of the condition field.

Data Mask & Seed uses the selected filter logic to evaluate the filter conditions that you define and determine the applicable filter condition(s) that it uses to select matching object records for masking.