Global Data Types

1. From the left menu, click Settings.

2. Click Global Data Types.

3. Data Types are displayed in a list sort by columns.

4. Click a tab to further sort by Data Types:

• Spirion Data Types

• Custom Data Types

To search for a Data Type:

1. Spirion Data Types:

a. Type a Data Type in the search box.

b. The results are displayed in the list below.

2. Custom Data Types:

a. Type a Custom Name or Data Type in the search box.

b. Click the lens icon or Enter on your keyboard.

c. The results are displayed in the list below.

To add a custom Data Type:

1. Click Actions.

2. Click Add Custom Data Type.

3. In the Add Custom Data Type pop-up window, select a Data Type from the drop-down list.

4. Expand a section for how to add each Data Type. For more detailed information see Data Types Explained.

Keyword

1. Name: Type the name of your Data Type.

2. Keyword: Type the keyword you want to use.

3. Data Type Value: Use the numeric updown control to set a value.

Note: Data Type Value is the number you assign to the Data Type to give it weight.

For example:

1. Assign a Data Type Value of '1'.
2. Run the scan and find five instances of that value.
3. The sum total, or weight, is '5'.

This allows you to add emphasis to certain Data Types to gain insight into your data.

4. Click Save & Update to save the new Data Type or Cancel to discard.

Regular Expression

1. Name: Type the name of your Data Type.

2. Regular Expression: Type the expression in the text box.

3. Data Type Value: Use the numeric updown control to set a value.

4. Click Save & Update to save the new Data Type or Cancel to discard.

Dictionary

1. Click the folded paper icon to upload a Dictionary file (.dic) from your local computer.

2. Name: This field is filled automatically from the file.

3. Data Type Value: Use the numeric updown control set a value.

4. Click Save & Update to save the new Data Type or Cancel to discard.

Sensitive Data Definition

1. Name: Type the name of your Data Type.

2. In the Definition section, fill in the following:

a. Left criteria drop-down list:

1) Click the more options menu.

2) In the Select Sensitive Data Types pop-up window, click a tile with a right arrow to move it the available data types column.

For example: Social Security Number.

3) To remove an available Data Type, click a tiles with a left arrow.

4) Click OK to save or Cancel to discard.

b. Center criteria drop-down list: Select an option from the drop-down list.

c. Right criteria: Click the more options menu and select an option from the drop-down list.

For example: Near with Distance | Bank Account Number | 2.

For example: Less Than| 100 | Unique Matches.

d. The following table displays the right criteria options available. (These options are determined by the center criteria choice):

 

Center Criteria	Right Criteria	Additional Criteria
Near	Click a tile with a right arrow to move it the available data types column and click OK.
Near with Distance	Click a tile with a right arrow to move it the available data types column and click OK.	Use the numeric updown control to set a value.
Near Before	Click a tile with a right arrow to move it the available data types column and click OK.
Near Before with Distance	Click a tile with a right arrow to move it the available data types column and click OK.	Use the numeric updown control to set a value.
Near After	Click a tile with a right arrow to move it the available data types column and click OK.
Near After with Distance	Click a tile with a right arrow to move it the available data types column and click OK.	Use the numeric updown control to set a value.
Far	Click a tile with a right arrow to move it the available data types column and click OK.
Far with Distance	Click a tile with a right arrow to move it the available data types column and click OK.	Use the numeric updown control to set a value.
Far Before	Click a tile with a right arrow to move it the available data types column and click OK.
Far Before with Distance	Click a tile with a right arrow to move it the available data types column and click OK.	Use the numeric updown control to set a value.
Far After	Click a tile with a right arrow to move it the available data types column and click OK.
Far After with Distance	Click a tile with a right arrow to move it the available data types column and click OK.	Use the numeric updown control to set a value.
Before	Click a tile with a right arrow to move it the available data types column and click OK.
After	Click a tile with a right arrow to move it the available data types column and click OK.
Equals	Use the numeric updown control to set a value.	Select one: • Unique Matches • Total Matches
Does Not Equal	Use the numeric updown control to set a value.	Select one: • Unique Matches • Total Matches
Less Than	Use the numeric updown control to set a value.	Select one: • Unique Matches • Total Matches
Less Than or Equals	Use the numeric updown control to set a value.	Select one: • Unique Matches • Total Matches
Greater Than	Use the numeric updown control to set a value.	Select one: • Unique Matches • Total Matches
Greater Than or Equals	Use the numeric updown control to set a value.	Select one: • Unique Matches • Total Matches
Require	Use the numeric updown control to set a value of at least this many Data Types.	Select one: • Unique Matches • Total Matches
Allow	Use the numeric updown control to set a value of no more than this many Data Types.	Select one: • Unique Matches • Total Matches

3. When matching result types are specified to be displayed, all results types will be displayed by default. To exclude specific results types from the display:

a. Click Configure Display Types .

b. Deselect the specific results you to exclude.

c. Click OK to save or Cancel to discard.

4. Select an option from the restriction drop-down list.

5. Data Type Value: Use the numeric updown control to set a value.

6. Click Save & Update to save the changes or click the x in the top right of the window to discard.

Exact Match

1. Name: Type the name of the Custom Data Type.

2. Type: Select an option from the drop-down list.

3. Value: Enter the value the corresponds to the type selected. The hint text will describe the required format, if applicable.

4. Data Type Value: Use the numeric updown control to set the value.

5. Click Save & Update to create the new Data Type or Cancel to discard.

To import a custom Data Type:

1. Click Actions.

2. Click Import Custom Data Type.

3. Locate your file on your local computer. Note: File format .xml is required.

To import a custom .csv format Data Type:

1. Click Actions.

2. Click Import Custom Data Type CSV.

3. In the Import CSV pop-up window, click the file box to activate it.

4. Locate the .csv file on your local computer. The Name field will be filled in automatically with the name of your file.

5. Select Has Header Row, if applicable.

6. Operator:  Select an operator to specific the relationship between the columns.

7. Click Load Preview to review your upload.

8. In the Load Preview section, do the following:

a. Review the data in the columns.

b. In the Type column, select an option from the drop-down list.

c. If you select Exact Match as the Type, select an option from the Data Type drop-down list to the left.

For example: Information 1 | Exact Match | Password

9. Click Save to save and import the file or Cancel to discard.

To edit an Anyfinds Data Type:

1. Ensure you are on the Spirion Data Types (AnyFinds) tab.

2. Locate the Data Type you want to edit in the list.

3. On the far right of the row, click the more options menu.

4. Click Edit.

5. In the Edit Data Type pop-up window, make needed changes.

6. Click Save & Update to save changes or Cancel to discard.

Note: You can change to a different Spirion Data Type in the Edit Data Type pop-up window by selecting a different option from the drop-down list.

To edit a custom Data Type:

1. Ensure you are on the Custom Data Types tab.

2. Locate the Custom Data Type you want to edit.

3. On the far right of the row, click the more options menu.

4. Click Edit.

5. In the Edit Custom Data Type pop-up window, make needed changes.

6. Click Save & Update to save the changes, Cancel to discard.

To delete a Custom Data Type:

1. Ensure you are on the Custom Data Types tab.

2. Locate the Custom Data Type you want to delete.

3. On the far right of the row, click the more options menu.

4. Click Edit.

5. In the Edit Custom Data Type pop-up window, click Delete.

6. In the Delete Data Type pop-up window, click Confirm to permanently delete the Data Type or Cancel to discard.

To export a custom Data Type:

1. Ensure you are on the Custom Data Types tab.

2. Locate the Custom Data Type you want to export.

3. On the far right of the row, click the more options menu.

4. Click Export.

5. The Data File is exported to your local computer as an .xml file.