How to Configure Detection Patterns

1. Select the tab “Detection Patterns”.
   

2. Click on the specific Detection Pattern Name.
   

3. If you’re already in the Setup, navigate to: Setup > Custom Code > Custom Metadata Types > DetectionPattern > Manage DetectionPattern.

4. You should see a list of Detection Patterns. Click Edit on the Pattern you wish to configure.
   

5. Enter a Pattern.
   This pattern must be a valid Regular Expression. Try a free tool like this to check whether your regex is valid.

6. Select Mask Character.
   Enter any single character you want to mask PII numbers with - the default is an asterix (e.g. AMERICANEXPRESS****) but you could use an X, #, @, or any other single character you need.

7. Select Mask Type.

   • "Full Mask": all characters are masked
   • "Last4": all credit card number characters are masked but the last 4 characters (AMERICANEXPRESS****1234)
   • "First6andLast4": all credit card number characters are masked but the first 6 and the last 4 characters (AMERICANEXPRESS123456**1234)

8. If the pattern is for credit card numbers, check the box LuhnCheck.

   • When this box is checked, all numbers matching this pattern will go through a Luhn algorithm check for credit card number validity.
   • If this box is unchecked, all numbers matching this pattern will skip the Luhn algorithm.

9. Check the box IsActive.

10. Press Save.

Tip: It is recommended that you only store the minimum amount of credit card digits you need to verify customer accounts.