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Financial Service

Sensitive Data De-identification

Documents containing PII such as national ID numbers and addresses can be safely shared or stored through automated de-identification (masking) processing.

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Broad-Spectrum Automatic PII Detection

As data protection laws and financial security regulations tighten, comprehensively identifying sensitive information in documents has become a compliance requirement. Upstage automatically identifies a wide range of PII—national ID numbers, passport and driver's license numbers, addresses, phone numbers, and account numbers—across document types. Reducing reliance on human judgment lowers legal risk and the potential for information exposure.

Structured Pre-processing That Enables De-identification

De-identification starts with knowing exactly what to mask—and where. Upstage automates the critical upstream work: parsing documents, detecting PII fields, and structuring the results so your masking or anonymization layer can act on them reliably. This removes the manual bottleneck and the human error risk that comes with reviewing documents field by field.

Flexible Integration with Core Business Systems

Once sensitive fields are detected and structured, that output can connect to downstream business systems—ERP, CRM, BPM—for further processing or storage. Upstage's extraction output is designed to integrate with existing workflows, reducing the manual handoff steps that typically follow document review.

Here's how the solution works.

Documents are uploaded to Upstage Studio; the Classify node categorizes each document type without prior training, and the Extract node detects and structures PII fields—providing the clean, labeled output your masking or compliance layer needs.

Document Classify
Information Extract
PII Detection
Legacy Systems

See the difference Upstage Studio makes.

Category##Before##With Upstage Studio|||Processing Method##Manual document review and masking##AI automatically identifies and de-identifies sensitive data|||Processing Speed##Minutes to hours per document##Real-time processing even for large document volumes|||Accuracy##Prone to human error##Consistent standards maintain high accuracy|||Security Risk##Information exposure risk during manual processing##Minimized human involvement reduces risk|||Operational Efficiency##Repetitive work consumes resources##Automation reduces operational burden

Choose the deployment that fits your environment.

API

Integrate de-identification capabilities via API into existing systems

+ Automatic detection of sensitive information in documents

+ Policy-based de-identification processing

+ Flexible integration with existing business systems

AWS Marketplace

Cloud-based rapid deployment and operation on AWS

+ Automated de-identification processing

+ AWS infrastructure-based scalability

- Complex multi-step workflow configuration may be limited

On-Prem

Enterprise on-premise deployment aligned with security and compliance requirements

+ Full document classification and processing pipeline configuration

+ Large-scale de-identification automation

+ Complete integration with internal systems and full data control

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