hiddentokens

Hidden Tokens / Academy / Lesson 7

Your industry: packs and rules

Lesson 7 of 9 · 3 min · app 0.14.4 · connector 2.42.0

How do I anonymise legal, HR or medical documents for AI?

Hidden Tokens codes names, contact details, bank and identity numbers in every document; industry packs add the identifiers of a trade (docket, patient, policy, employee numbers) and keep its vocabulary readable. For anything specific to you, folder rules code your own reference formats or code names, and leave readable what must stay readable, such as your firm's name.

Before you start

You need the Hidden Tokens app with the Academy practice folder from lesson 2. Rules belong to a folder: a rule for one client's folder does not touch the others.

Step by step

  1. See the packs of your folder

    In the Hidden Tokens menu, open your folder's submenu, then Industry packs. Each pack is listed with its number of patterns and of terms kept in clear; a tick means it is active for this folder. The packs cover legal, accounting, HR and payroll, healthcare, banking and insurance, and telecom. Their names are in French for now, and they were built first for French and Moroccan identifiers.

  2. Open the folder's rules

    In the same submenu, choose Folder rules…. The dashboard opens on the rules of this folder. There are three kinds: always code some terms, code a pattern, leave some terms in clear.

  3. Add a pattern for your own reference format

    The sample letter cites matter QF-2026-117. Add a rule of type Pattern — a regular expression, label Matter numbers, prefix MATTER, pattern QF-\d{4}-\d{3}, and the fictitious example QF-2026-117; then Add and save. Rules apply from the next file.

  4. Leave your firm's name in clear

    Add a second rule of type Leave in clear — terms, label Our firm, term Harrowgate Pell LLP. The AI may know who wrote the letter; it still won't know who the client is.

  5. See the result on a new file

    Copy 01-letter-to-client.docx into the folder again under another name, for example 01-letter-copy.docx. In its coded copy, the matter number is now MATTER-001 and the firm's name is readable, while the client and the phone number are still codes.

What can go wrong

Check yourself

Three questions, answered on this page. Nothing is sent anywhere.

1. What does an industry pack add?
Answer

The identifiers of a trade (docket, patient, policy, employee numbers) and the trade's vocabulary kept readable Names, contact details, bank and identity numbers are coded in every case; a pack adds what is specific to a trade.

2. Your firm uses references like QF-2026-117. How do you make sure they are coded with a clear label?
Answer

Add a Pattern rule with a prefix such as MATTER and a fictitious example A pattern rule codes every match with your prefix, so the AI reads MATTER-001 and you know what it stands for.

3. When does a new folder rule apply?
Answer

From the next coded file Rules apply as soon as they are saved, to the next file; copies already written are not rewritten.

Frequently asked questions

Which industry packs exist?

Legal (France, and Morocco), notaries (Morocco), accounting, HR and payroll, healthcare, banking and insurance, and telecom. They were built first for French and Moroccan identifiers; identifiers of other countries can be added as Pattern rules.

Can an organisation impose rules on every computer?

Yes: with the Organisation plan, an administrator signs a policy that every computer checks on each request, and the organisation's rules prevail over a folder's rules. That is beyond this Academy.

Does a rule make the AI see less of my document?

A rule that codes makes the AI see a code instead of a value; a rule that leaves in clear makes it see more. "Code" always wins over "leave in clear" when both match.

Written for app 0.14.4 and connector 2.42.0 on . Not yet replayed on screen on Mac and Windows: if a label differs from what you see, trust your screen and tell us.