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Reviewing Tags in Privacera Discovery

Privacera Discovery applies tags to data assets through automated classification. However, these tags can be manually reviewed and adjusted from the Classifications page in the Privacera Portal to ensure accuracy and maintain governance standards.

Tag Review Workflow

The tag review process involves the following steps:

flowchart TD
    A[Automated Tagging] --> B[Classifications Page]
    B --> C[Review Tags]
    C --> D1[Accept Tag]
    C --> D2[Reject Tag]
    C --> D3[Allow Tag]
    D1 --> E[Finalized Tag Used in Policy Enforcement]
    D2 --> F[Tag Ignored in Policies]
    D3 --> G[Tag Remains but in Allow List]

  1. Automated Tagging
    Privacera scans data sources and applies tags based on predefined patterns, dictionaries, and machine learning models.

  2. Access the Classifications Page

    • Go to Discovery > Data Inventory > Classifications.
    • Use filters to narrow the view by application, tag, review status, or classification confidence.

  3. Review Tag Suggestions

    • Click on a classified field to view detected tags.
    • Tags appear with associated confidence scores and source (dictionary, model, etc.).

  4. Accept, Reject, or Allow Tags

    • Click the three-dot menu beside the tag.
    • Select:
      • Accept Tag: Approves and confirms the tag.
      • Reject Tag: Removes the tag and prevents it from being used in enforcement.
      • Allow Tag: When Tag is part of allow list. Useful when strict enforcement through specific allow list is needed.

    Note

    You can also bulk accept or reject tags by selecting multiple rows and using the Actions dropdown.

  5. Apply Changes

    • Accepted tags are now treated as reviewed and will be considered for policy enforcement.
    • Rejected tags are ignored in downstream processes.
    • Allowed tags are used for stricter enforcement defining exactly which tags are allowed.

Best Practices for Tag Management

  • Regular Reviews
    Schedule reviews to validate new classifications and reduce false positives.

  • Confidence Thresholding
    Use the confidence score to prioritize tags that need review.

  • Team Collaboration
    Assign tag review tasks to appropriate data stewards or domain experts.

  • Audit Logs
    Use audit reports to track who accepted or rejected a tag and when.

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