Wealth KYC Document Redaction with anonym.plus

Clear customer data from a due-diligence file before you share it.

In simple terms, PII redaction is the on-device process of finding and masking personally identifiable information in a document before it is shared.

KYC redaction is the removal of personal data from a customer due-diligence file. The Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017 (SI 2017/692) set the duty: reg. 27 says when due diligence applies, reg. 28 requires the customer to be identified and the identity verified from a reliable, independent source, reg. 33 adds enhanced measures for higher-risk cases, and reg. 40 requires the record to be kept for five years after the relationship ends. Proceeds of Crime Act 2002 s.330 makes non-disclosure in the regulated sector an offence, and s.333A makes tipping off one. anonym.plus marks each identity field on your device, so the file's structure stays while the data goes.

When this applies

A due-diligence file holds a passport image, a proof of address and a tax identification number. An external AML auditor, a correspondent institution or a remediation team needs the shape of the evidence, not the customer's identity in full. You trim the shared copy while the verified original stays on file for the five years reg. 40 requires.

How anonym.plus handles it

  1. Open the file in anonym.plus on your device.
  2. Local OCR reads the scanned passport or utility bill image.
  3. The tool flags name, document number, address and date of birth.
  4. Confirm each flag on the image pages — OCR is where errors hide.
  5. Swap or black out the marked items.
  6. Save the clean copy locally; the retained record is untouched.

What you need to provide

PII & financial identifiers detected

Categoryanonym.plus entity typeExample
NamesPERSONDaniel Okoye → [CUSTOMER]
National IDNATIONAL_IDpassport scan → [NATIONAL_ID]
IdentifiersUK_NINOQQ 33 07 71 C → [NINO]
LocationLOCATIONresidence → [ADDRESS]
DatesDATE_TIMEDOB 1975 → [DOB]
ContactPHONE_NUMBER+44 20 7946 0920 → [PHONE]

Compliance achieved

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Limitations & cautions

OCR on a faint, skewed or laminated identity scan can miss a digit, and a machine-readable zone repeats the number in a second place. The tool does not decide whether reg. 33 enhanced measures apply. Check every image page before you release the copy.

Frequently asked questions

What do the MLR 2017 require for customer due diligence?

Regulation 27 sets the trigger and reg. 28 requires the firm to identify the customer and verify that identity from a reliable, independent source, including any beneficial owner. Regulation 40 then requires the record for five years. Redaction applies to a copy you need to share, never to the retained record.

Can it redact a scanned passport?

Yes. Local OCR reads the image first, including the machine-readable zone, then flags the document number, name and dates so you can black them out before the copy travels.

Does the file leave my machine?

No. The application works entirely offline, so identity evidence never reaches a cloud service — which matters when POCA 2002 s.333A makes tipping off an offence.