Wealth client dataset batch redaction is the removal of personal data from a whole folder under SEC Reg S-P (17 CFR 248). The Safeguards Rule applies the same protection to each file. anonym.plus processes up to 20 at a time on your device, with a shared map so one person maps to one alias everywhere.
When this applies
A book of business holds many files that name the same investors. One-by-one work risks drift, so a batch run applies Reg S-P evenly across the set.
How anonym.plus handles it
- Point anonym.plus at the folder on your machine.
- It scans each file for names, numbers, and contacts.
- Local OCR reads any scanned pages in the set.
- A shared map keeps repeat investors steady across files.
- Review the summary and fix low-confidence flags.
- Save the clean set locally.
What you need to provide
- A folder of records (PDF, DOCX, CSV, mixed).
- The shared label map turned on for steady results.
- An operator (Replace works well for a book).
PII & financial identifiers detected
| Category | anonym.plus entity type | Example |
|---|---|---|
| Names | PERSON | investor across files → [INVESTOR_1] |
| Identifiers | US_SSN | SSNs → [SSN] |
| Financial | US_BANK_NUMBER | accounts → [ACCOUNT] |
| Money | MONEY | balances → [VALUE] |
| Contact | EMAIL_ADDRESS | emails → [EMAIL] |
| Location | LOCATION | addresses → [ADDRESS] |
Compliance achieved
- Applies SEC Reg S-P (17 CFR 248) the same way to every file.
- The shared map keeps results steady across the set.
- Whole-folder work stays offline — nothing is uploaded.
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Limitations & cautions
A mixed folder of scans and structured files leans on OCR for the images, so review low-confidence flags. The shared map can re-link the set if kept; turn it off when you need true anonymity.
Frequently asked questions
How does batch mode keep one investor steady?
A shared map logs each person once, so the same investor maps to the same alias in every file across the folder.
How many files can one run handle?
Up to 20 files per batch, all processed locally with OCR for any scanned pages.
Does batch work upload anything?
No. The whole run is offline, so the records stay on your machine.