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Deidentification
Auto De-identification Excel De-identification Manual De-identification
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Overview

Excel-based de-identification is the configuration method that loads rules from a downloaded template. The template captures the same rule inputs as manual configuration; on upload, the configuration screen opens pre-configured and continues through the shared flow.

When to use it

  • Defining many rules at once outside the UI.
  • Reusing a prepared rule set across runs.

Template columns

Captures the same inputs as manual configuration.

The template has the following columns. For a de-identification rule, Action is Deidentification and the DEType, DEMethod, and Field Path columns carry the rule.

ColumnDescription
Dataset NameThe dataset to de-identify.
Field NameThe field within the dataset.
ActionThe operation to perform on the field.
DETypeThe de-identification generator (for example First Name Generator).
DEMethodThe de-identification mode (consistent, random, Pass Through).
TagA security tag to apply (Tag1–Tag10).
Data TypeThe field’s data type (Bool, Datetime, Double, Float, Int, Long, String, Timestamp).
PrecisionNumeric precision.
ActionValueValue used by certain actions.
ActionOldValueOld value used by certain actions.
ActionNewValueNew value used by certain actions.
TypeType used by certain actions.
Field PathThe path to the field being de-identified.

Generators (DEType)

The DEType column accepts the generators listed in De-identification Overview (Address1, Address2, Alpha, Alpha Numeric, City, Date Future, Date Past, Decimal, DOB, Email, First Name, Full Address, Full Name, Last Name, Numeric, Phone, Random Existing Data, State, Zip). In the template each is labelled with a “Generator” suffix (for example First Name Generator).

Modes (DEMethod)

ModeBehavior
ConsistentSame input maps to the same replacement across the data.
RandomReplacement without preserving input-to-output consistency.
Pass ThroughValue is passed through.

Other actions in the template

The template’s Action column supports operations beyond de-identification. These are outside the scope of these de-identification pages and are listed here only so their presence in the template is not mistaken for de-identification settings:

Append, Change Format, Create New, Datatype Conversion, Expression, Pattern, Prepend, Rename, Replace, Tag.

Key behaviors

Upload pre-configures the UI. After upload, the configuration screen opens with the template’s rules in place and follows the same filter, output, and summary steps as manual.

Same rule model as manual. Each template row maps to a generator, type, and field path; the same bindings created manually in the UI.