Underwriting redaction is the removal of personal data from a risk-assessment dossier. UK GDPR and the DPA 2018 govern how that data may be used, while the Insurance Act 2015 frames the duty of fair presentation. anonym.plus marks each item locally, so the risk picture stays intact while the identifiers go.
When this applies
A risk dossier gathers the proposer's medical, financial, and credit details in one place. You trim those entries before the dossier reaches an outside reviewer.
How anonym.plus handles it
- Open the dossier and its attachments in anonym.plus on your device.
- Local OCR reads any scanned report inside it.
- The tool flags names, NI numbers, accounts, and credit data.
- Confirm each flag and keep the rating codes intact.
- Swap or black out the confirmed entries.
- Save the clean version with no network call.
What you need to provide
- The risk dossier plus attachments (PDF, DOCX, scan).
- An operator: Replace, Redact, or Mask.
- Optional allow-list to keep reference and quote numbers.
PII & financial identifiers detected
| Category | anonym.plus entity type | Example |
|---|---|---|
| Names | PERSON | John Mercer → [PROPOSER] |
| Identifiers | UK_NINO | AB 41 90 87 C → [NINO] |
| Health | UK_NHS | 485 777 3456 → [NHS_NUMBER] |
| Dates | DATE_TIME | DOB 1982 → [DOB] |
| Contact | PHONE_NUMBER | +44 20 7946 0147 → [PHONE] |
| Location | LOCATION | 12 Pine Road, Bristol → [ADDRESS] |
Compliance achieved
- Supports lawful processing across the dossier under UK GDPR & DPA 2018.
- Treats health answers as special category data per UK GDPR Article 9.
- Offline work keeps the data inside your firm — nothing leaves it.
- Batch up to 20 files when a case carries many reports.
Anonymise underwriting files offline — see plans & start free →
Limitations & cautions
Attached reports vary in layout. Scanned pages lean on OCR, where letter errors are possible. Always check the flags on image pages before you export.
Frequently asked questions
Do attached medical reports need extra care?
Yes. Health answers are special category data under UK GDPR Article 9. anonym.plus scans the dossier and each attached page in one pass so you can shield them.
Can I run several files at once?
Yes. Batch mode handles up to 20 documents in a single local run, so a case with many reports is cleaned together.
Does anything go to a server?
No. The tool is a 100% offline desktop app. Nothing is uploaded, so proposer data stays on your machine.