Creating and editing role-based redaction

You can create and edit role-based redactions in Datacap Navigator, and export the redactions to FileNet P8 Any user in Datacap Navigator has permission to create and edit redactions that are imported or defined for that Datacap application.

1. Log in to Datacap Navigator desktop of a Datacap application that implements role-based redactions.
2. Scan or import a pre-scanned image from a directory, and then click Submit.
   The batch might be uploaded to the server automatically; otherwise, you can use the Upload shortcut to upload. The Job Monitor shows a table that contains the batch that you created.

   Note: The Task column in the table shows the value as Batch Profiler, and the Status column shows the value as pending.
3. To refresh the status, click the Refresh icon. If Rulerunner Server is configured and active, the status changes to running.

   If Rulerunner is not running, you can run the Profiler task using Datacap Desktop thick client. The Profiler rules typically locate the sensitive information by using the DocumentAnalytics actions, and redact the information using the RedactFields action.

4. Click the Refresh icon.
   The Task column in the table shows the value as Verify.
5. Ensure that the desired batch is selected, and then click Start.
   The image is displayed overlayed with redactions over the sensitive data that are created by the automated process. The DocumentAnalytics actions detect the sensitive information in the image, and redact the information with rectangles. The rectangles represent redaction annotations.

   Note: You can edit the redactions in Datacap Navigator, and select the information that you want to redact in the image.
6. Go to one of the redactions, right-click the redaction annotation, select the redaction reason, and the click Apply.

   You can change the size or position of a redaction. You can also delete or create a new redaction by selecting the rectangle annotation tool in the left toolbar and dragging the mouse on the image.

7. When you are satisfied with the redaction positions and reasons, click Submit to submit the document to the next stage of the process, which is to export the document with redactions to FileNet P8.
8. Open the document in the IBM® Content Navigator viewer.
   If you have permissions according to the role-based redaction policies in FileNet P8, then you can create privileged users to see the sensitive information and you can also make modifications, such as changing the size of the redaction. If you have no permissions, then the redacted information is always covered.

   Note: If a redaction is used in Datacap batches, the redaction persists after you export the redactions to FileNet P8.

   If any redactions are created in a Datacap document (manually in verify, or automatically using RedactFields), and the doc is exported as one or more single-page TIF or JPG files, the redactions are uploaded too. In FileNet P8, redactions are considered a type of annotation. In addition, if any pages in the document were processed (meaning, the OCR results were searched for sensitive content) using the RedactFields action, an audit record is created in FileNet P8, which is also considered a type of annotation. In addition, in FileNet P8 the document's Sensitive Content property is set to 1 if any redactions were created, and 0 if RedactFields was run but no sensitive data was found to redact. The P8 export / upload will fail if any of the following is true:

   • the export repository does not have role based redactions enabled
   • any of the redaction reasons (that were imported originally into the Datacap application from IBM Content Navigator) don't exist in the export FileNet P8 repository
   • any of the redaction reasons don't have an associated redaction policy in the export FileNet P8 repository