The Canopy PII Vault EA allows clients to anonymize and upload their PDF statements via email. It has a
The Canopy EA involves the Word Cloud feature which clients can set to include information such as names, which allows you to set rules to anonymize information such as names, address, and even phone numbers to be removed from their statements. the financial statements you wish to view on Canopy.
In addition, it is integrated with Hashicorp Vault for greater level of security. Canopy can never access clients' Vault accounts without consent and the original files submitted to the Vault are also automatically deleted after 24 hours.
Video Walk-through of Canopy EA
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This video details how you can register an account with Canopy EA, and the steps needed to set up your own anonymization rules for your personal statements. Please watch to see how to send password-protected statements for easy anonymization.
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High Level Process of PDF Anonymization via Email with Identity Vault
Step 1: Registration
- Visit https://pii.canopy.cloud to access the vault
- On the login page, for first-time users, click on 'Register'
- You can use any email address to register an account
- Set a secure password. Once registered, login to access Word Cloud
Step 2: Set up the Word Cloud
Add Names, Addresses, Entities, Phone Numbers or other kind of information you would like to anonymize in the column Text to replace and under Replacement, add the text you would like to display instead.
It is recommended that you add the information as separate words for better accuracy.
For example, 'John Doe' → Add 'John' → Add 'Doe'
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The Word Cloud rules are saved so that you do not have to set them up each time you wish to submit statements.
Step 3: Emailing your Statements
a) Email your statements to the email address provided to you by Canopy, i.e. cnpxxxxxx@canopycnpxxxxxx@canopyupload.cloudcom.
Do rememberNote:
i. The subject of each email cannot be left empty.
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iii. If you submit documents in separate emails, do not resend emails with the same subject.
b) If you have password-protected documents to submit, after you send in your documents,
Reply To the original email containing your statements from sent items. The email body MUST contain only the password with ONLY THE PASSWORD with no
other content. Remove any images/signatures/text from your emails.
It is possible to send all your password protected files in bulk. If sending password-protected files, passwords must be written on
separate lines in your Reply To email.
Note:
1. Remove any images/signatures/text from your emails
2. Non-pdf files will not be anonymized, but directly uploaded
3. All uploaded files can be found in Visualizer, under Reports > Documents
Step 4: Confirmation Email
If all previous steps were followed, you will receive a confirmation email of the status of anonymization and upload of your files.
If multiple statements were sent together, you will receive notice of your upload status in the same email. The timeout for files
processing is 5 minutes. If an error is detected in your file, you will receive an error email within 60 minutes.
Note
ii. Non-pdf files will not be anonymized, but directly uploaded
iii. All uploaded files can be found in Visualizer, under Reports > Documents