On this page

Governance

Field sensitivity

Field sensitivity decides which people can see an individual field of a connector's data, such as a contact's email address or an invoice amount. Anyone who can manage a connector can set it, once the connector is set up and has synced its data. It is set in the console only.

  1. In the console, open Connect, then Connectors (/connect/connectors).
  2. Open the actions menu of the connector and choose Field sensitivity. The option is disabled for a connector that is not live, such as a simulated one.
  3. Pick the entity type on the left, then pick a level for each field on the right. The dialog describes each level next to the choice.
  4. Choose Save.

If the dialog says there is no project ontology yet, sync the connector first.

Limits

BehaviorWhat to expect
InternalMasked for every role, super administrators included.
Unclassified field, name matches nothingVisible to anyone who can read the connector's data.
Field sensitivity and data classificationIndependent. Changing one does not change the other.
Connector not syncedNo project ontology to edit, so no fields to classify.
How field sensitivity works, the levels and who holds each clearance

How it works

  1. Every field has a level. It is Unclassified (auto), PII, Financial or Internal.
  2. A level maps to a clearance. PII and Financial each need the matching clearance, and Internal needs none because no one holds it.
  3. Clearances come from roles. Each role either carries the PII and Financial clearances or does not.
  4. A read checks both. If the person's role lacks the clearance for a field's level, that field is masked.

The levels

LevelWho can see the field
Unclassified (auto)Decided from the field's name. See unclassified fields.
PIIPeople whose role has the PII clearance.
FinancialPeople whose role has the Financial clearance.
InternalNo one. The field is always masked, administrators included.

Use PII for personal data, such as names, email addresses, phone numbers and home addresses. Use Financial for amounts, prices, salaries, account numbers and other money data. Use Internal for a field that should never be shown to anyone, whatever their role.

Check who holds each clearance

By default, clearances follow the role:

RolePIIFinancial
Super administratorYesYes
Organization administratorYesYes
Compliance officerYesYes
Department administratorYesNo
Project administratorYesNo
Other membersNoNo

A role's clearances are part of its scopes and can be changed. See roles and permissions. No role or clearance can see a field marked Internal.

An API key can also be narrowed to a subset of what its creator reads. See Issue a key.

Handle unclassified fields

A field left as Unclassified (auto) is classified from its name:

  • Names that look like personal details, such as email or phone, are treated as PII.
  • Names that look like money, such as amount or price, are treated as Financial.
  • Record identifiers are treated as Internal.
  • A name that matches none of these is visible to anyone who can read the connector's data.

Set a level explicitly when the name is misleading. A free-text notes field that holds personal details should be set to PII or Internal, because its name alone does not mark it as sensitive. Setting a field back to Unclassified (auto) returns it to classification by name.

Field sensitivity versus data classification

Connectors also have a Data classification (Public, Internal or Restricted). The two settings answer different questions:

  • Field sensitivity decides which people can see a field.
  • Data classification decides which AI models may process the connector's data. When a run uses data from several sources, Wexa applies the strictest classification among them when it chooses a model.

A connector classified as Restricted still shows its unclassified fields to people who can read it. Marking a field Internal hides it from people without changing which models may process the connector's data.

Related: Connectors provisions and syncs the connector whose fields you classify, roles and permissions changes which roles hold the PII and Financial clearances, and where your data goes says which store a connector's synced data lands in.