Enable PHI and PII Masking on the Potential Matches Page

Learn how to enable masking PHI and PII information in potential match results.

Last Updated

Note Beginning with 24R1 in April 2024 and for all subsequent releases, the new Vault Safety Help site is the official site for all Vault Safety Help content. This site reflects updates until the 23R3 release only. For the latest information, visit the new site.

About the Feature

Support for masking protected health information (PHI) and personally identifiable information (PII) masking on the Potential Matches page during duplicate detection was added to Vault Safety in 23R1.

See Promote to Case for more information about duplicate detection and Manage Field Encryption for more information about encrypting PHI and PII fields.

Mask PHI and PII on the Potential Matches Page

Go to Admin > Settings > Safety Security Settings, and select Mask PHI and PII on the Potential Matches page.

mask-phi-pii-information-on-potential-matches
Enable Mask PHI and PII on the Potential Matches Page