Create a Data Policy

POST /api/v2/policy

Required Immuta permission: GOVERNANCE

Simple masking policy

This simple masking policy masks all columns with no tags using a hash function.

name: Hashing
policyKey: data mask hashing
type: data
actions:
  - rules:
      - type: Masking
        config:
          fields:
            - type: noTags
          maskingConfig:
            type: Hash
circumstances:
  - type: noTags

Complex masking policy

Other policy type examples

Masking policies

Conditional masking

name: Conditional Masking
policyKey: data conditional masking
type: data
actions:
  - rules:
      - type: Masking
        config:
          fields:
            - type: columnTags
              columnTag: Discovered.Passport
          conditionalPredicate: "@columnTagged('Discovered.Country') = 'USA'"
          maskingConfig:
            type: Hash
circumstanceOperator: all
circumstances:
  - type: columnTags
    columnTag: Discovered.Passport
  - type: columnTags
    columnTag: Discovered.Country

Conditional masking with an otherwise clause

name: Conditional
policyKey: data mask otherwise
type: data
actions:
  - rules:
      - type: Masking
        config:
          fields:
            - type: columnTags
              columnTag: Discovered.Country
          maskingConfig:
            type: "Null"
        inclusions:
          groups:
            - Employee
      - type: Masking
        exceptions:
          purposes:
            - Re-identification Prohibited
        config:
          fields:
            - type: columnTags
              columnTag: Discovered.Country
          maskingConfig:
            type: Hash
circumstances:
  - type: columnTags
    columnTag: Discovered.Country

Format preserving masking

Support limitation: This policy is only supported in Snowflake integrations.

name: Format Preserving Masking
policyKey: data mask fpe
type: data
actions:
  - rules:
      - type: Masking
        config:
          fields:
            - type: columnTags
              columnTag: Discovered
          maskingConfig:
            type: Format Preserving Masking
circumstances:
  - type: columnTags
    columnTag: Discovered

Make null with column regex

name: Null using column regex
policyKey: data mask null
type: data
actions:
  - rules:
      - type: Masking
        config:
          fields:
            - type: columnRegex
              regex: ssn
              caseInsensitive: true
          maskingConfig:
            type: Null
circumstances:
  - type: columnRegex
    regex: ssn
    caseInsensitive: true

Randomized response

Support limitation: This policy is only supported in Snowflake integrations.

name: Random Categorical
policyKey: data mask random response
type: data
actions:
  - rules:
      - type: Masking
        config:
          fields:
            - type: allColumns
          maskingConfig:
            type: Randomized Response
            replacementRatePercent: 10

Randomized response with a standard deviation

Support limitation: This policy is only supported in Snowflake integrations.

Sample data is processed during computation of randomized response policies When a randomized response policy is applied to a data source, the columns targeted by the policy are queried under a fingerprinting process. To enforce the policy, Immuta generates and stores predicates and a list of allowed replacement values that may contain data that is subject to regulatory constraints (such as GDPR or HIPAA) in Immuta's metadata database. The location of the metadata database depends on your deployment:

• Self-managed Immuta deployment: The metadata database is located in the server where you have your external metadata database deployed.

• SaaS Immuta deployment: The metadata database is located in the AWS global segment you have chosen to deploy Immuta. To ensure this process does not violate your organization's data localization regulations, you need to first activate this masking policy type before you can use it in your Immuta tenant. To enable randomized response for your account, see the randomized response section on the app settings how-to guide.

name: Random Numeric
policyKey: data mask random response specifying stddev
type: data
actions:
  - rules:
      - type: Masking
        config:
          fields:
            - type: allColumns
          maskingConfig:
            type: Randomized Response
            stddev: 2
            clip: false

Using a regex

name: Regex
policyKey: data mask regex
type: data
actions:
  - rules:
      - type: Masking
        config:
          fields:
            - type: columnTags
              columnTag: Discovered.Entity.Postal Code
          maskingConfig:
            type: Regular Expression
            regex: "(\\d{4})(\\d)"
            replacement: "$1X"
            caseInsensitive: true
            global: true
circumstances:
  - type: columnTags
    columnTag: Discovered.Entity.Postal Code

With reversibility

Support limitation: This policy is only supported in Snowflake integrations.

name: Mask using Reversible
policyKey: data mask reversible
type: data
actions:
  - rules:
      - type: Masking
        config:
          fields:
            - type: columnTags
              columnTag: Discovered.Entity.Social Security Number
          maskingConfig:
            type: Reversible
        exceptions:
          groups:
            - founders
circumstances:
  - type: columnTags
    columnTag: Discovered.Entity.Social Security Number

Using date rounding

name: RoundingDate
policyKey: data mask rounding by date
type: data
actions:
  - rules:
      - type: Masking
        config:
          fields:
            - type: columnTags
              columnTag: Discovered.Entity.Date
          maskingConfig:
            type: Grouping
            timePrecision: MONTH
circumstances:
  - type: columnTags
    columnTag: Discovered.Entity.Date

Using rounding with fingerprint

Support limitation: This policy is only supported in Snowflake integrations.

name: RoundingFingerprint
policyKey: data mask round using fingerprint
type: data
actions:
  - rules:
      - type: Masking
        config:
          fields:
            - type: columnTags
              columnTag: Discovered.Entity.Date
          maskingConfig:
            type: Grouping
circumstances:
  - type: columnTags
    columnTag: Discovered.Entity.Date

Using numeric rounding

name: RoundingNumeric
policyKey: data mask round numeric
type: data
actions:
  - rules:
      - type: Masking
        config:
          fields:
            - type: columnTags
              columnTag: Discovered.Entity.Date
          maskingConfig:
            type: Grouping
            bucketSize: 10
circumstances:
  - type: columnTags
    columnTag: Discovered.Entity.Date

Minimization

name: Minimize
policyKey: data minimize
type: data
actions:
  - rules:
      - type: Minimization
        config:
          percent: 15
circumstances:
  - type: time
    startDate: '2020-12-01T16:23:54.734Z'
    endDate: '2020-12-31T16:23:54.745Z'

Purpose restrictions

name: Purpose
policyKey: data purpose restriction
type: data
actions:
  - rules:
      - type: Purpose Restriction
        config:
          operator: any
          purposes:
            - "<ANY PURPOSE>"

Row-level

By time

name: Row Level By Time
policyKey: data row-level
type: data
actions:
  - rules:
      - type: Time Restriction
        config:
          isOlderOrNewer: newer
          time: 2592000
circumstances:
  - type: tags
    tag: Discovered.PCI

Where user

name: Row Level Where User
policyKey: data where user
type: data
actions:
  - rules:
      - type: Row Restriction By User Entitlements
        config:
          operator: all
          matches:
            type: Group
            tag: Discovered.Entity
circumstanceOperator: any
circumstances:
  - type: columnTags
    columnTag: Discovered.Entity

Custom where clause

name: Row Level Where
policyKey: data custom where
type: data
actions:
  - rules:
      - type: Row Restriction by Custom Where Clause
        config:
          predicate: "@columnTagged('Discovered.Country') in ('USA', 'CANADA', 'MEXICO')"
circumstances:
  - type: tags
    tag: Discovered.Country

Path parameters

Parameter	Description	Required or optional	Default value
dryRun boolean	If true, no updates will actually be made.	Optional	false
reCertify boolean	If true (and if the certification has changed), someone will need to re-certify this policy on all impacted data sources.	Optional	false

Body parameters

The body of the request contains the details of the policy you want to create. The following table describes the attributes you can include in the body.

Attribute	Description	Required or optional	Default value	Accepted values
policyKey string	A key/name to uniquely identify this policy.	Required	-	-
name string	The name of the policy that will be displayed in the Immuta UI.	Required	-	-
type string	The type of policy.	Required	-	subscription data
actions array	The actual rules for this policy.	Required	-	-
circumstances array	When and where the policy should get applied.	Optional	-	-
circumstanceOperator string	Specifies whether all of the circumstances must be met for the policy to be applied (AND), or just any of them (OR).	Optional	any	all any
staged boolean	If true, this global policy is in a staged status.	Optional	false	true false
certification object	Certification information for the global policy.	Optional	-	-

actions array

The actions array contains one or more rules arrays that describe the rules of the policy. Each rules array can have its own configuration and exceptions.

Attribute	Description	Required or optional	Accepted values
rules array	Details about the rules of the policy.	Required	-
rules.type string	The type of data policy.	Required	Masking Minimization Purpose Restriction Time Restriction Row Restriction By User Entitlements Row Restriction by Custom Where Clause
rules.config object	Details about the configuration of the policy.	Required	-
rules.inclusions object	The specific users this policy is meant to affect. If you use inclusions, you must add a second rules array for the other users. See the example.	Optional	-
rules.inclusions.groups array[string]	Group names. Users in these groups will be affected by the rules in this rules array.	Required for rules.inclusions	-
rules.exceptions object	These are the users the policy is not meant to target.	Optional	-

config object

The config object contains the details of the policy configuration. This includes the fields the policy will be applied to and the masking configuration.

Attribute	Description	Required or optional	Accepted values
fields array	Details about the fields where the policy should be applied.	Required	-
maskingConfig object	The details of the masking policy.	Required if rules.type is Masking	-
conditionalPredicate string	A where clause to dictate where the policy is applied.	Optional	-
operator string	Specifies whether all of the circumstances must be met for the policy to be applied (AND), or just any of them (OR).	Optional	any
purposes array[string]	Purpose names. Restriction to the data will be applied to everyone except users acting under these purposes.	Required if rules.type is Purpose Restriction	-
percent integer	Specifies the percentage of the data to show.	Required if rules.type is Minimization	-
isOlderOrNewer string	Specifies if the policy should be applied to columns older or newer than the provided time.	Required if rules.type is Time Restriction	newer older
time integer	The time (in seconds) that the row must be older or newer than to be visible.	Required if rules.type is Time Restriction	-
predicate string	A where clause to dictate what rows are visible.	Required if rules.type is Row Restriction by Custom Where Clause	-
matches object	The user entitlements that must match the value in the specified column for the row to show.	Required if rules.type is Row Restriction By User Entitlements	-
matches.type string	The type of user entitlements to base the policy on.	Required if rules.type is Row Restriction By User Entitlements	Group Attribute Purpose
matches.tag string	The tag of the column that's data must match the user's entitlement.	Required if rules.type is Row Restriction By User Entitlements	-

fields array

The fields array specifies which columns the policy will be applied to. You can specify columns by tags, regex, or all columns.

Attribute	Description	Required or optional	Accepted values
type string	The type of Immuta source to build the policy off of.	Required	columnTags noTags columnRegex allColumns
columnTag string	The column tag to determine which column the policy is applied to.	Required if type is columnTags	-
regex string	The regex to match against column names and apply the policy when found.	Required if type is columnRegex	-
caseInsensitive boolean	If true, the regex is case insensitive. Use with columnRegex type.	Optional	true false

maskingConfig object

The maskingConfig object contains the details of the masking policy. You can specify the type of masking, the constant value to use, or a regular expression to match against.

Attribute	Description	Required or optional	Accepted values
type string	The type of masking policy to apply.	Required if rules.type is Masking	Hash Null Constant Format Preserving Masking Randomized Response Regular Expression Reversible Grouping
constant string	Specifies the string that will replace the value in the column.	Required if type is Constant	-
regex string	The regular expression that identifies the portion of the value to mask.	Required if type is Regular Expression	-
replacement string	The string that will replace the portion of the value identified by the regular expression to mask.	Required if type is Regular Expression	-
caseInsensitive boolean	If true, the regex is case insensitive. Use with Regular Expression type.	Optional	true false
timePrecision string	Specifies where Immuta will round the time to.	Requires timePrecision or bucketSize if type is Grouping	HOUR DAY MONTH QUARTER YEAR
bucketSize integer	The bucket size to round to.	Requires timePrecision or bucketSize if type is Grouping	-

exceptions object

The exceptions object specifies the users that will not be affected by the policy. You can specify exceptions based on purposes or attributes.

Attribute	Description	Required or optional	Accepted values
operator string	Specifies whether all of the circumstances must be met for the policy to be applied (AND), or just any of them (OR).	Optional	all any
purposes array[string]	Purpose names. Users acting under these purposes will not be affected by this policy.	Requires either purposes or attributes	-
attributes array[object]	Attribute names and values. Users with these attributes will not be affected by this policy.	Requires either purposes or attributes	-
attributes.name string	An attribute name.	Required if attributes is used	-
attributes.value string	An attribute value.	Required if attributes is used	-

circumstances array

The circumstances array dictates what data sources the policy will be applied to. For example, you could specify to apply the policy to data sources that have specific tags or to data sources created during a certain time period.

Attribute	Description	Required or optional	Default value	Accepted values
type string	Specifies how to determine whether or not to apply the policy to the data source.	Optional	Defaults to all data sources	tags: Apply the policy when the data source has these tags. columnRegex: Apply the policy when the data source has column names that match the regex. columnTags: Apply the policy when the data source has columns with these tags. domains: Apply the policy to data sources in these domains. null: Apply the policy to data sources when it is selected by data owners. server: Apply the policy to data sources in this server. time: Apply the policy to data sources created in a specific time period.
tag string	The tag to dictate when the policy is applied.	Required if type is tags	-	-
columnTag string	The column tag to dictate when the policy is applied.	Required if type is columnTags	-	-
regex string	The regex to match against column names and apply the policy when found.	Required if type is columnRegex	-	-
caseInsensitive boolean	If true, the regex is case insensitive. Use with columnRegex type.	Optional	-	true false
server string	Specifies the server that contains the data sources the policy should be applied to.	Required if type is server	-	-
startDate string	Specifies to apply policies to data sources created on or after this date and before the endDate.	Required if type is time	-	-
endDate string	Specifies to apply policies to data sources created before this date and after the startDate.	Optional	-	-
domains array[object]	Specifies to apply policies to data sources in the listed domains.	Required if type is domains	-	-
domains.id string	The unique ID of the domain.	Requires either domains.id or domains.name if type is domains	-	-
domains.name string	The name of the domain.	Requires either domains.id or domains.name if type is domains	-	-

certification object

The certification object contains the details of the certification for the policy.

Attribute	Description	Required or optional	Default value	Accepted values
text string	The text that appears when a data owner attempts to certify a policy.	Required	-	-
label string	The label that appears when the policy has been certified.	Required	-	-
tags array[string]	Tags that impact the certification.	Optional	-	-
recertify boolean	When true, data owners must re-certify all data sources this policy applies to.	Optional	false	true false