Quote redaction is the removal of personal data from a pricing quotation. UK GDPR and the DPA 2018 limit how that data is shared, under ICO oversight. anonym.plus marks each item on your device, so the pricing detail stays clear while the prospect stays shielded.
When this applies
A pricing quotation holds the prospect's contacts and rating inputs. You trim those fields before the paperwork moves to a partner or insurer.
How anonym.plus handles it
- Open the quotation in anonym.plus on your device.
- Local OCR reads any scanned rating sheet.
- The tool flags names, contacts, and accounts.
- Keep the rating factors and premium intact.
- Swap or black out the confirmed entries.
- Save the clean copy locally.
What you need to provide
- The quotation (PDF, DOCX, or scan).
- An operator (Replace keeps the figures readable).
- Optional allow-list for premium and rating codes.
PII & financial identifiers detected
| Category | anonym.plus entity type | Example |
|---|---|---|
| Names | PERSON | prospect Cole → [PROSPECT] |
| Contact | EMAIL_ADDRESS | cole@example.co.uk → [EMAIL] |
| Contact | PHONE_NUMBER | +44 151 496 0221 → [PHONE] |
| Financial | MONEY | premium £1,420 → [AMOUNT] |
| Dates | DATE_TIME | DOB 1991 → [DOB] |
| Location | LOCATION | rating postcode → [ADDRESS] |
Compliance achieved
- Supports lawful handling of prospect data under UK GDPR & DPA 2018.
- Keeps rating factors and premium whole for review.
- Offline work keeps the quotation off the cloud.
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Limitations & cautions
A rating postcode can hint at the prospect even after the name goes. The tool flags named items. Decide whether the address must be masked too.
Frequently asked questions
Can I keep the premium figure?
Yes. Allow-list the premium and rating codes so they stay while personal data is removed.
Does UK GDPR cover a quotation?
Yes. A prospect's personal data falls under UK GDPR. anonym.plus flags the identifiers so you can apply the rule.
Is the record uploaded?
No. The app is fully offline, so it stays on your device.