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Write a Minimization Policy

Use Case

A company in the financial services industry conducts an analysis on a small percentage of customer portfolios to look at trends in investments.

Compliance Requirement: Access to data sources will be limited to users by only showing 25% of the data, except company administrators.

For this organization's purposes, they should write a minimization policy that will reduce the percentage of data shown to users in the company, excluding company administrators. To do so, they will use groups created to minimize data access for all users in the company who don't have administrative privileges. The steps below use this scenario to illustrate the policy, but other policy builder options are noted throughout the tutorial.

  1. Navigate to the Data Policies tab on the Policies page.

  2. Click Add Policy, enter a name for the policy, and then select the Minimize data source from the first dropdown.

  3. Complete the enter percentage field to limit the amount of data returned at query-time.

  4. Select for everyone except from the next dropdown menu to continue the condition. Additional options include for everyone and for everyone who.

  5. Use the next field to choose the attribute, group, or purpose that you will match values against.

    Notes:

    • If you choose for everyone who as a condition, complete the Otherwise clause before continuing to the next step.

    • You can add more than one condition by selecting + ADD. The dropdown menu in the far right of the Policy Builder contains conjunctions for your policy. If you select or, only one of your conditions must apply to a user for them to see the data. If you select and, all of the conditions must apply.

  6. Opt to complete the Enter Rationale for Policy (Optional), and then click Add.

  7. Click the dropdown menu beneath Where should this policy be applied, and select On all data sources. Additional options include On data sources and When selected by data owners.

    Note: If you select On data sources, finish the condition in one of the following ways:

    • Tagged: Select this option and then search for tags in the subsequent dropdown menu.

    • With columns tagged: Select this option and then search for tags in the subsequent dropdown menu.

    • With column names spelled like: Select this option, and then enter a regex and choose a modifier in the subsequent fields.

    • In server: Select this option and then choose a server from the subsequent dropdown menu to apply the policy to data sources that share this connection string.

    • Created between: Select this option and then choose a start date and an end date in the subsequent dropdown menus.

  8. Click Create Policy, and then click Activate Policy or Stage Policy.

Results

Once your policy is created, you can view it in the Data Policies tab on the Policy page.

The panel below displays the data returned by the query for a user who is not a member of group Admin. Only 25% of the data has been returned (250 out of 1000 rows).

Data Results