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Data Control - PDF file with US SSN or Banking information.

I set up few Data control policy for Banking information,  US SSN , etc. The policy is working fine. Whenever users  email any document with SSN or Banking information I do get notification.  However if user convert a document  to pdf file which has Banking or SSN , the policy doesn’’’’t recognize the file.  I couldn’’’’t find any option for file type.

Any suggestions ?

:12987


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  • Please check the verbose data control log on the client (using the GUI or viewing DataControl.txt ). The email alert doesn't show the verbose log and contains only the matched rules. Apparently 'Bank routing numbers with qualifying terms'  did not match for the PDF file.

    The verbose log will show any at least partially matched content rule and the details of the matches. If you don't get any match at all for the Bank rule (and you are definitely not excluding the document) you should engage Support. Otherwise the log might tell you why the rule hasn't been triggered. If your test document is "near the trigger level" it could as well be a "false positive" match in the xls. Or it might include some non-printable cells or tables.

    Christian

    :13069
Reply
  • Please check the verbose data control log on the client (using the GUI or viewing DataControl.txt ). The email alert doesn't show the verbose log and contains only the matched rules. Apparently 'Bank routing numbers with qualifying terms'  did not match for the PDF file.

    The verbose log will show any at least partially matched content rule and the details of the matches. If you don't get any match at all for the Bank rule (and you are definitely not excluding the document) you should engage Support. Otherwise the log might tell you why the rule hasn't been triggered. If your test document is "near the trigger level" it could as well be a "false positive" match in the xls. Or it might include some non-printable cells or tables.

    Christian

    :13069
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