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Adjust a Policy (BETA)

Audience: Project Owners

Content Summary: This page gives step-by-step instructions on the Policy Adjustment and Expert Determination features.

These features must be enabled through advanced configuration and are only available to select licenses. Please contact your Immuta representative for help with enabling this feature.

Policy Adjustments Prerequisites:

Expert Determination Prerequisites:

Policy Adjustment Requirements

The left side of the Policy Adjustment tab has a checklist of requirements. Each requirement changes from a yellow yield icon to green check mark as the user completes them.

Policy Adjustment

  1. Equalize Project
  2. Add a Purpose with Noise Reduction
  3. Add Data Sources with K-Anonymization Policies
  4. Select Data Source and Columns (see Add Data Sources with K-Anonymization Policies)
  5. Adjust Column Weights and Percent Null
  6. Apply Adjustments (see Adjust Column Weights and Percent Null)

1 - Equalize Project

To equalize a project,

  1. Navigate to the project.
  2. Click the Policies tab.
  3. In the Project Equalization section, click the toggle button on the far right to On.

2 - Add a Purpose with Noise Reduction

To add a purpose with noise reduction,

  1. Navigate to the project Overview tab.
  2. Click the Add Purposes button in the center of the page.

    Add Purposes

  3. Select the desired purpose(s) from the dropdown menu. The project must have one purpose with noise reduction for policy adjustments to function. Noise reduction is indicated by the policy adjustment amount highlighted in gray. If there is no policy adjustment shown, it is the default, none.

    Purposes with Noise Reduction

    Recommended Purposes

    When using Expert Determination, use the Re-identification Prohibited.Expert Determination and Re-identification Prohibited.HIPAA De-identification purposes.

  4. Click Save.

  5. The purpose will be staged until a user with the GOVERNANCE or PROJECT_MANAGEMENT permission approves and activates it. If you have one of these permissions, the staging will be skipped.
  6. After the purpose has been approved, click I Agree to agree to the terms of the purpose.

    Project Acknowledgements

    Note: All members of the project must agree to the terms of the purpose; if they decline, they will be removed from the project.

3 - Add Data Sources with K-Anonymization Policies

To add data sources with K-anonymization polices,

  1. Navigate to the Expert Determination tab.
  2. Select the data source from the dropdown menu. You will receive a No Adjustments Available message if there are no columns in the data sources that are associated with adjustable policies.
  3. Select the columns from the dropdown menu.

Once the columns have been selected, both the Add Data Sources with K-Anonymization Policies and the Select Data Source and Columns requirements will be fulfilled and change to a green check mark.

Requirements Checklist

4 - Adjust Column Weights and Percent NULL

To adjust the column weights and percent NULL,

  1. In the priority ranking window, give weight from most to least important columns. The higher the weight the more usability will be provided, while still providing de-identification through the other columns.
  2. After assigning the weight and ensuring that the remaining weight is zero, click the Adjust button.
  3. Check that the percent NULL is appropriate for your usability. If you are content with the percent NULL, move on to the next step; if you are not satisfied with the percent NULL, repeat the previous steps until satisfied.
  4. Click Apply after you have made the acceptable adjustments.

Expert Determination Requirements

The left side of the Expert Determination tab has a checklist of requirements that changes from a yellow yield icon to a green check mark as the user completes them.

Expert Determination

  1. Equalize Project
  2. Add a Purpose with Noise Reduction
  3. Add Data Sources with K-Anonymization Policies
  4. Select Data Source and Columns (see Add Data Sources with K-Anonymization Policies)
  5. Adjust Column Weights and Percent Null
  6. Certify and Generate Report

1 - Equalize Project

To equalize a project,

  1. Navigate to the project.
  2. Click the Policies tab.
  3. In the Project Equalization section, click the toggle button on the far right to On.

2 - Add Expert Determination Purpose

To add a purpose associated with Expert Determination,

  1. Navigate to the project Overview tab.
  2. Click the Add Purposes button in the center of the page.

    Add Purposes

  3. Select the Re-identification Prohibited.Expert Determination purpose.

    Purposes with Noise Reduction

    Recommended Purpose

    When using expert determination, use the Re-identification Prohibited.HIPAA De-identification purpose.

  4. Click Save.

  5. The purpose will be staged until a user with the GOVERNANCE or PROJECT_MANAGEMENT permission approves and activates it. If you have one of these permissions, the staging will be skipped.
  6. After the purpose has been approved, click I Agree to agree to the terms of the purpose.

    Project Acknowledgements

    Note: All members of the project must agree to the terms of the purpose; if they decline, they will be removed from the project.

3 - Add Data Sources with HIPAA De-identification K-Anonymization Policies Applied

To add data sources with K-anonymization policies,

  1. Navigate to the Expert Determination tab.
  2. Select the data source from the dropdown menu.

    No Adjustments Available

    If you recieve the No Adjustments Available message, then there are no columns that are associated with adjustable policies under the HIPAA De-identification Global Policy. If you believe there are,

    • ensure that the HIPAA De-identification Global Policy is active.
    • ensure that the HIPAA De-identification Global Policy has been certified in that data source.
    • verify that all indirect identifiers have been correctly tagged Discovered.Identifier Indirect in the Data Dictionary.
  3. Select the columns from the dropdown menu.

Once the columns have been selected, both the Add Data Sources with K-Anonymization Policies and the Select Data Source and Columns requirements will be fulfilled and change to a green check mark.

Requirements Checklist

4 - Adjust Column Weights and Percent NULL

To adjust the column weights and percent NULL,

  1. In the priority ranking window, give weight from most to least important columns. The higher the weight the more usability will be provided, while still providing de-identification through the other columns.
  2. After assigning the weight and ensuring that the remaining weight is zero, click the Adjust button.
  3. Check that the percent NULL is appropriate for your usability. If you are content with the percent NULL, move on to the next step; if you are not satisfied with the percent NULL, repeat the previous steps until satisfied.

5 - Certify and Generate Report

To certify the changes and generate the Expert Determination report,

  1. Click Certify after you have made the acceptable adjustments.
  2. Click Download Report. This will open a new tab in your browser with the report and the option to Save as PDF.

    Download Report

  3. Save the report.