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USE CASE

Sensitive data masking for customer-shared content.

Detect and mask credit card numbers, PII, PHI, and other sensitive data before content is delivered, stored, or used downstream.

SoterraOne helps teams reduce exposure by identifying sensitive information inside documents, screenshots, images, and forms, then applying masking policies before the content reaches agents, workflows, or enterprise systems.

SENSITIVE DATA EXPOSURE

Customer-shared content often contains sensitive data.

Customers routinely share documents, forms, screenshots, images, and files that include personal, financial, healthcare, or regulated information. Without automated masking, that data can be exposed to agents, stored in downstream systems, or shared beyond the teams that need it.

Reduce Data Exposure

Limit how much sensitive information agents, workflows, and downstream systems can see.

Support Privacy Requirements

Help enforce controls for personal, financial, healthcare, and regulated information.

Limit Agent Visibility

Mask sensitive values before content is delivered into customer interaction workflows.

Prepare Content for Compliant Storage & Use

Create protected outputs that can be stored, shared, automated, or reviewed with reduced exposure risk.

Receive Content

Customer-shared documents, screenshots, images, forms, and files enter through supported interaction channels.

Detect Sensitive Data

InsightOne identifies configured data elements such as credit card numbers, PII, PHI, IDs, account numbers, or custom business identifiers.

Apply Masking Policy

Sensitive values are fully or partially masked based on customer-defined rules, document type, workflow, or use case.

Deliver Protected Output

A masked version is returned for compliant storage, agent review, workflow use, automation, or downstream delivery.

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MASKING WORKFLOW

How masking works

SoterraOne detects sensitive data inside customer-shared content, applies customer-defined masking rules, and returns a protected version that can be safely used across agents, workflows, storage, and downstream systems.

Receive Content

Customer-shared documents, screenshots, images, forms, and files enter through supported interaction channels.

Detect Sensitive Data

InsightOne identifies configured data elements such as credit card numbers, PII, PHI, IDs, account numbers, or custom business identifiers.

Apply Masking Policy

Sensitive values are fully or partially masked based on customer-defined rules, document type, workflow, or use case.

Deliver Protected Output

A masked version is returned for compliant storage, agent review, workflow use, automation, or downstream delivery.

EXAMPLE AUTO

See sensitve data masking in action

SoterraOne transforms customer-shared content into protected outputs by masking sensitive data before it is stored, delivered, or used downstream.

After SecureOne

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Before SecureOne

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CREDIT CARD MASKING

Payment card data protected before downstream use.

Detect and mask credit card numbers in customer-shared documents before content is delivered, stored, or used in workflows.

Before SecureOne

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After SecureOne

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PERSONAL INFORMATION MASKING

Personal data protected before downstream use.

Detect and mask personal information such as names, addresses, phone numbers, email addresses, IDs, and account details before content is delivered, stored, or used in workflows.

USE CASES

Protect sensitive data before it moves downstream.

See how SoterraOne helps teams detect, mask, and govern sensitive customer content across agents, workflows, storage, and downstream systems.

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