Projects are organizational containers that group related work together — including Data Connectors, taxonomies, and sensitivity detection settings. Think of a Project as a workspace for a specific initiative.
Example Use Cases
- Contract Analysis 2024 — for processing legal contracts
- HR Document Compliance — for employee document PII detection
- Financial Reports Q4 — for extracting financial metrics
Project Components
| Component | Description | Required |
|---|
| Name | Unique identifier for the project | Yes |
| Description | Optional notes about the project purpose | No |
| Data Connectors | One or more connected data repositories | At least one |
| Data Slice | Optional filtered subset of data | No (defaults to “All Data”) |
| Taxonomies | One or more tag hierarchies to apply | No |
| Sensitive Data Detection | Enable PII/PHI/PCI scanning | No |
Project Structure
Sensitivity Detection Options
When creating a project, you can enable automatic sensitive data detection:
| Type | Full Name | Examples |
|---|
| PII | Personal Identifiable Information | Names, emails, addresses, phone numbers, SSN |
| PHI | Protected Health Information | Medical records, diagnoses, prescriptions, insurance IDs |
| PCI | Payment Card Industry Data | Credit card numbers, bank accounts, payment details |
Enable sensitivity detection to automatically flag documents containing protected information. This is especially useful for compliance workflows in healthcare, finance, and legal industries.
Workflow Example
Create a Project
Give your project a descriptive name and optional description.
Connect Data Sources
Link one or more Data Connectors to bring in your documents.
Define Scope with Data Slices
Optionally filter to specific documents using a Data Slice.
Attach Taxonomies
Select which tag hierarchies to apply for metadata extraction.
Enable Sensitivity Detection
Turn on PII, PHI, or PCI scanning if needed for compliance.
