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Adjust a Policy or Use Expert Determination (Public Preview)

Audience: Project Owners

Content Summary: This page details how to adjust policies, use Expert Determination, and keep fields in the clear in projects.

These features must be enabled on the App Settings page before completing this tutorial.

Policy Adjustments Prerequisites:

Expert Determination Prerequisites:

Make Policy Adjustments

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

  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

  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

  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

  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. Opt to select Keep Fields in the Clear for specific columns.
  3. After assigning the weight and ensuring that the remaining weight is zero, click the Adjust button.
  4. 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. Click Apply after you have made the acceptable adjustments.

Use Expert Determination

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

  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

  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

  1. Navigate to the Expert Determination tab.

  2. Select the data source from the dropdown menu.

    No Adjustments Available

    If you receive 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 on that data source and that there are no policy conflicts.
    • verify that at least two columns 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

  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. Opt to select Keep Fields in the Clear for specific columns.
  3. After assigning the weight and ensuring that the remaining weight is zero, click the Adjust button.
  4. 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

  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.

Keep Fields in the Clear

This feature can be used with Expert Determination or with Policy Adjustments. Select one of the tabs below for a tutorial.

Expert Determination

After you ensure that the HIPAA De-identification Global policy is Active, certified, and has no conflicts on the data source in your project,

  1. Navigate to your project and click the Overview tab.

  2. Click Add Purposes and select Re-identification Prohibited.Expert Determination.DUAM from the dropdown menu in the modal.

    DUAM

  3. Click Save, and then click I Agree.

  4. Navigate to the Expert Determination tab.
  5. Select the data source and columns from the subsequent dropdown menus.

  6. Select the Keep in the Clear checkbox next to columns to be kept in the clear.

    Adjust Expert in Clear

  7. Adjust the weight for the remaining columns. The Remaining Weight must equal 0.

  8. Click Adjust and then Certify.
  9. Click Confirm to save your adjustments.

The values for the fields you selected will now be visible to users acting under the project.

Policy Adjustments

After you ensure that your data source has two columns with k-anonymization policies applied,

  1. Navigate to your project and click the Overview tab.

  2. Click Add Purposes and select a purpose with a Noise Reduction and Fields in Clear tags, or create a new purpose with Noise Reduction and Fields in Clear enabled.

    Fields in Clear

  3. Click Save, and then click I Agree.

  4. Navigate to the Policy Adjustment tab.
  5. Select the data source(s) and columns from the subsequent dropdown menus.

  6. Select the Keep in the Clear checkbox next to columns to be kept in the clear.

    Adjust in Clear

  7. Adjust the weight for the remaining columns. The Remaining Weight must equal 0.

  8. Click Adjust and then Apply.

The values for the fields you selected will now be visible to users acting under the project.