AI Search in CaseGuard Studio allows users to quickly detect and redact Personal Identifiable Information (PII) across multiple documents using advanced AI models. By configuring the Watcher with the AI Search option, you can automatically analyze documents and identify sensitive data—such as names, emails, phone numbers, Social Security numbers, and medical record numbers—without manual effort.
Once the Watcher is set up with your desired AI model, document language, and detection criteria, you can add documents to the Watcher. The Watcher will process and redact all files automatically, exporting the results to a designated Output folder. This functionality is ideal for large batches of documents and helps ensure PII is securely managed while saving significant time.
Follow the steps to Redact using AI Text Analysis in Watcher!
- On the left-side menu, click the Tools tab. Then, open the drop-down menu and select Watcher. and then Click Add Watcher icon to set up the Watcher
- When the CaseGuard Watcher window appears, enter a Watcher name.
- Click “Browse” to add a folder to watch. This is the folder where all documents that need to be redacted will be input.
- Click “Browse” to add an Output folder. This folder will contain all exported files after the Watcher processes and redacts the documents from the Watch folder.
- Click “Next.“
- A Watcher window will appear, select Documents for the operation you would like your Watcher to perform.
- Select “AI Search” to apply to your Watcher and click “Next.”
- The AI Search window will appear. Choose an AI model (Cloud-based or Local), select the document language, specify what you want to detect, and set the page range for the AI to analyze.
- Click “Next” and a Summary window will appear, here you can edit your selections.
- Once satisfied with your Watcher click “Apply” and your Watcher will appear in the Watcher Panel.
- Under the Watcher progress bar, you have the option to open the settings , delete , or pause the Watcher.
- The settings icon will open up the Watcher window.
- Delete will completely delete the selected Watcher.
- Pause will pause the Watcher operation.
- The process will begin automatically if your files are already in the watch folder, otherwise, click the “Open Input Folder” icon and insert the files you wish to be processed.
- Once complete, your files will have the desired text redacted and they will be exported to your output folder. You can access your output folder by clicking “Open Output Folder” in the Watcher.
Conclusion
Using AI Search with the CaseGuard Watcher allows you to efficiently detect and redact Personal Identifiable Information (PII) from large document sets with minimal manual effort. Once configured, the Watcher automatically processes your files, applies the selected AI model, and exports the redacted documents to your designated Output folder.
This workflow ensures sensitive information is handled accurately, streamlines large-scale redaction tasks, and saves valuable time. For questions or assistance, contact CaseGuard Support at [email protected].
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