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Create and Apply a Template to a Data Source

In previous documentation, identifier is referred to as classifier. The language is being updated to identifier to be more accurate and not conflate meaning with the Immuta data classification and frameworks feature.

Create a template

  1. Generate your API key on the API Keys tab on your profile page and save the API key somewhere secure. You will include this API key in the authorization header when you make a request to the Immuta API.

  2. Find identifiers to include in your template using one of these methods:

Immuta CLI

immuta api sdd/classifier?sortField=name&sortOrder=asc&limit=25&searchText=IDENTIFIER

  1. If the request was successful, you will receive a list of available identifiers.

{
  "count": 3,
  "hits": [
    {
      "createdBy": {
        "id": 1,
        "name": "John",
        "email": "john@example.com"
      },
      "name": "ACCOUNT_NUMBER_IDENTIFIER",
      "displayName": "Account Number Identifier",
      "description": "This identifier recognizes account numbers using a regex",
      "type": "regex",
      "config": {
        "tags": [
          "Discovered.account-number"
        ],
        "regex": "[0-9]{9}-[0-9]{3}-[0-9]{1}",
        "minConfidence": 0.5
      },
      "id": 104,
      "createdAt": "2021-10-20T19:12:24.889Z",
      "updatedAt": "2021-10-20T19:12:24.889Z"
    },
    {
      "createdBy": {
        "id": 1,
        "name": "John",
        "email": "john@example.com"
      },
      "name": "EMPLOYEE_DESK_LOCATION_IDENTIFIER",
      "displayName": "Employee Desk Location Identifier",
      "description": "This identifier detects when an employee's desk location appears in a dataset.",
      "type": "dictionary",
      "config": {
        "tags": [
          "Discovered.desk-location"
        ],
        "values": [
          "Research Lab",
          "Blue Room",
          "Purple Room"
        ],
        "caseSensitive": false,
        "minConfidence": 0.6
      },
      "id": 68,
      "createdAt": "2021-10-20T17:57:51.696Z",
      "updatedAt": "2021-10-20T17:57:51.696Z"
    },
    {
      "createdBy": {
        "id": 1,
        "name": "John",
        "email": "john@example.com"
      },
      "name": "SOCIAL_SECURITY_NUMBER_COLUMNS_IDENTIFIER",
      "displayName": "Social Security Number Columns Identifier",
      "description": "This identifier recognizes column names that match the defined regex pattern.",
      "type": "columnNameRegex",
      "config": {
        "tags": [
          "Discovered.Social Security Numbers"
        ],
        "columnNameRegex": "ssn|social ?security"
      },
      "id": 67,
      "createdAt": "2021-10-20T17:57:17.930Z",
      "updatedAt": "2021-10-20T17:57:17.930Z"
    }
  ]
}

  1. Save the template payload in a .json file. Use the tabs below to see different examples of templates.

{
  "name": "ACCOUNT_NUMBERS_TEMPLATE",
  "displayName": "Account Numbers Template",
  "description": "This template contains the identifier that recognizes account numbers.",
  "classifiers": [
    {
      "name": "ACCOUNT_NUMBER_IDENTIFIER"
    }
  ],
  "sampleSize": 100
}

  1. Create the template:

Immuta CLI

immuta api sdd/template -X POST --input ./example-payload.json

  1. If the request is successful, you will receive a response that contains details about the template. Use the tabs below to see different responses for different templates.

{
  "name": "ACCOUNT_NUMBERS_TEMPLATE",
  "displayName": "Account Numbers Template",
  "description": "This template contains the identifier that recognizes account numbers.",
  "sampleSize": 100,
  "createdBy": {
    "id": 1,
    "name": "John",
    "email": "john@example.com"
  },
  "id": 1,
  "createdAt": "2021-10-21T19:12:22.092Z",
  "updatedAt": "2021-10-21T19:12:22.092Z",
  "classifiers": [
    {
      "name": "ACCOUNT_NUMBER_IDENTIFIER",
      "overrides": {}
    }
  ]
}

After the template is applied to data sources and sensitive data discovery is run, the Discovered.account-number tag will be applied to columns that Immuta identifies with 50% confidence, as configured in the identifier.

Apply a template to data sources

Attributes of all custom identifiers and templates are provided on the Sensitive data discovery API page. However, attributes specific to this section are outlined in the table below.

Attribute
Description

template

string The name of the template to apply to the data sources; null clears the current template.

sources

string The name of the data sources to apply the template to.

  1. Find templates to apply to your data sources:

Immuta CLI

immuta api sdd/template

  1. If the request was successful, you will receive a list of available templates.

{
  "count": 3,
  "hits": [
    {
      "name": "ACCOUNT_NUMBERS_TEMPLATE",
      "displayName": "Account Numbers Template",
      "description": "This template contains the identifier that recognizes account numbers.",
      "sampleSize": 100,
      "createdBy": {
        "id": 1,
        "name": "John",
        "email": "john@example.com"
      },
      "id": 2,
      "createdAt": "2021-10-20T19:13:35.319Z",
      "updatedAt": "2021-10-20T19:13:35.319Z",
      "classifiers": [
        {
          "name": "ACCOUNT_NUMBER_IDENTIFIER",
          "overrides": {}
        }
      ]
    },
    {
      "name": "EMPLOYEE_DESK_LOCATION_TEMPLATE",
      "displayName": "Employee Desk Location Template",
      "description": "Contains identifier that detects when the name of a room a desk is in appears in a dataset.",
      "sampleSize": 100,
      "createdBy": {
        "id": 1,
        "name": "John",
        "email": "john@example.com"
      },
      "id": 1,
      "createdAt": "2021-10-20T18:03:58.967Z",
      "updatedAt": "2021-10-20T18:03:58.967Z",
      "classifiers": [
        {
          "name": "EMPLOYEE_DESK_LOCATION_IDENTIFIER",
          "overrides": {}
        }
      ]
    },
    {
      "name": "SOCIAL_SECURITY_NUMBERS_TEMPLATE",
      "displayName": "Social Security Numbers Template",
      "description": "Contains identifier that matches ssn column names with the defined regex.",
      "sampleSize": 100,
      "createdBy": {
        "id": 1,
        "name": "John",
        "email": "john@example.com"
      },
      "id": 3,
      "createdAt": "2021-10-20T19:13:58.359Z",
      "updatedAt": "2021-10-20T19:13:58.359Z",
      "classifiers": [
        {
          "name": "SOCIAL_SECURITY_NUMBER_COLUMNS_IDENTIFIER",
          "overrides": {}
        }
      ]
    }
  ]
}

  1. Select an appropriate template to apply to your data sources, and save the payload in a .json file:

{
  "template": "ACCOUNT_NUMBERS_TEMPLATE",
  "sources": [
    "Insurance Data"
  ]
}

  1. Apply the template to your data source(s):

Immuta CLI

immuta api sdd/template/apply -X PUT --input ./example-payload.json

  1. You will receive a response that indicates whether or not the template was successfully applied to your data sources.

{
  "success": true
}

Additional tutorials

Clone a template

Users cannot modify templates created by other data owners, but they can clone templates and make changes to the clone.

  1. Get a list of templates to determine the template you want to clone using one of these methods:

Immuta CLI

immuta api sdd/sdd/template?sortField=name&sortOrder=asc&offset=5&limit=5

  1. Save the template clone name and details in a .json file.

{
  "name": "INSURANCE_ACCOUNT_NUMBERS",
  "displayName": "Insurance Account Numbers",
  "description": "This template is specific to insurance accounts."
}

  1. Clone the template:

Immuta CLI

immuta api sdd/template/ACCOUNT_NUMBERS_TEMPLATE/clone -X POST --input ./example-payload.json

  1. If the request was successful, you will receive a response that provides details about the template clone.

{
  "name": "INSURANCE_ACCOUNT_NUMBERS",
  "displayName": "Insurance Account Numbers",
  "description": "This template is specific to insurance accounts.",
  "sampleSize": 100,
  "createdBy": {
    "id": 1,
    "name": "John",
    "email": "john@example.com"
  },
  "id": 4,
  "createdAt": "2021-10-20T20:48:37.805Z",
  "updatedAt": "2021-10-20T20:48:37.805Z",
  "classifiers": [
    {
      "name": "ACCOUNT_NUMBER_IDENTIFIER",
      "overrides": {}
    }
  ]
}

You can now modify the template, such as changing the identifiers (classifiers) included and the sampleSize.

Configure entity tags and confidence

To disable entity tags from being set, you can create a template to that configures the identifier that contains that tag.

For example, the built-in PERSON_NAME identifier contains the following tags: Discovered.PHI, Discovered.PII, Discovered.Entity.Person Name, and Discovered.Identifier Indirect. However, your organization doesn't have any health data, so you don't want the PHI tag to be applied to your data sources but you do want all the other tags within that identifier.

To override the Discovered.PHI tag, you would create a template that includes the PERSON_NAME identifier and removes the Discovered.PHI from the list of tags in the template payload.

  1. View the details about the PERSON_NAME identifier so you know what to include in your template using one of these methods:

Immuta CLI

immuta api sdd/classifier?sortField=name&sortOrder=asc&limit=25&searchText=PERSON_NAME

  1. If the request was successful, the response will include details about the PERSON_NAME identifier.

{
  "createdBy": {
    "id": 21,
    "name": "Immuta System Account",
    "email": "immuta_system@immuta.com"
  },
  "name": "PERSON_NAME",
  "displayName": "Person Name",
  "description": "Detects strings consistent with a dictionary of people's names.",
  "type": "builtIn",
  "config": {
    "tags": [
      "Discovered.PHI",
      "Discovered.PII",
      "Discovered.Entity.Person Name",
      "Discovered.Identifier Indirect"
    ],
    "minConfidence": 0.3
  },
  "id": 54,
  "createdAt": "2021-10-21T07:35:14.416Z",
  "updatedAt": "2021-10-21T12:57:43.919Z"
}

  1. Remove the Discovered.PHI tag from the list of tags in the identifier config, and save the template payload in a .json file.

{
  "name": "PERSON_NAME_OVERRIDE",
  "displayName": "Person Name Override",
  "description": "This template removes the PHI tag from the PERSON_NAME identifier.",
  "classifiers": [
    {
      "name": "PERSON_NAME",
        "overrides": {
          "tags": [
            "Discovered.PII",
            "Discovered.Entity.Person Name",
            "Discovered.Identifier Indirect"
          ]
        }
      }
    ],
  "sampleSize": 100
}

  1. Create the template:

Immuta CLI

immuta api sdd/template -X POST --input ./example-payload.json

If the request is successful, you will receive a response that details the new template:

{
  "name": "PERSON_NAME_OVERRIDE",
  "displayName": "Person Name Override",
  "description": "This template removes the PHI tag from the PERSON_NAME identifier.",
  "sampleSize": 100,
  "createdBy": {
    "id": 1,
    "name": "John",
    "email": "john@example.com"
  },
  "id": 1,
  "createdAt": "2021-10-21T17:11:18.057Z",
  "updatedAt": "2021-10-21T17:11:18.057Z",
  "classifiers": [
    {
      "name": "PERSON_NAME",
      "overrides": {
        "tags": [
          "Discovered.PII",
          "Discovered.Entity.Person Name",
          "Discovered.Identifier Indirect"
        ]
      }
    }
  ]
}

What's next

Now that you've created a template, continue to one of the following tutorials:

PreviousRun Sensitive Data Discovery on Data SourcesNextCreate a Custom Identifier

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SaaS2024.32024.2

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