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The pattern matching functionality allows users to identify particular pieces of information in a document. A pattern is considered as a RegEx that will be matched and the rules that may or may not apply once detected.

Pattern Matching page

Select Administration and then Pattern Matching:

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A selection of pre-configured patterns available:

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If these patterns are detected during a scan they will be presented using the “Pattern Name” “Keyword Hits” to the user. On the Pattern Matching page, users have access to various Filters and Options:

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  • Filters and

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  • options explained:

    • Search: Enter text here to filter patterns based in name

    • Classification: Filter by classification tags associated with patterns

    • Compliance: Filter by compliance tags associated with patterns

    • Distribution: Filter by distribution tags associated with patterns

    • Categories: Filter by file categories associated with patterns

    • Subcategories: Filter by file subcategories associated with patterns

    • Enabled: Filter by patterns that have been enabled or disabled.

    • Published: Filter by patterns that have been published or unpublished

    • Add New Pattern: Create a custom pattern

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    • Publish: Push changes to the pattern matching system for start using

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    • Clear filters: Remove all previously selected filters

Create a New Pattern

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  • Options to create pattern matching explained:

    • Pattern Name: identifies the RegEx when it is found by the software

    • Regular Expression: the sequence to be matched

    • Enabled: whether the pattern will be searched for by the software

    • Hide RegEx in UI: obfuscates the regular expression

    • Tag Overrides: when the RegEx is found these tags will be written to the file

    • Classifications: security levels

    • Compliance: regulations that apply to data

    • Distribution: policies on how data should distributed

    • Category: data grouping

    • Subcategory: data subgrouping

    • Cancel: exit without saving

    • Create: save pattern information and exit

Glossary of Pattern Matching terms

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RegEx: Regular Expression, a sequence or pattern that is searched for in text. Ex-ID uses Java RegEx notation.

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Hide RegEx: Ex-ID allows for RegEx notations to be obfuscated for security and intellectual property reasons.

Create a New Pattern

  1. Pattern Name: identifies the RegEx when it is found by the software

  1. Regular Expression: the sequence to be matched

  1. Enabled: whether the pattern will be searched for by the software

  1. Hide RegEx in UI: obfuscates the regular expression

  1. Tag Overrides: when the RegEx is found these tags will be written to the file

  1. Classifications: security levels

  1. Compliance: regulations that apply to data

  1. Distribution: policies on how data should distributed

  1. Category: data grouping

10. Subcategory: data subgrouping

11. Cancel: exit without saving

12. Create: save pattern information and exit