Create an inbound email channel policy

task brazil Updated Nov 6, 2026 1 min read create-email-channel-policy.md
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Create a new policy for the inbound email channel to define sensitive data patterns that should be masked in inbound emails.

Before you begin

Role required: data_privacy_admin and admin

Procedure

  1. Navigate to System Security > Data Privacy > Anonymization.

  2. Select Create new policy.

  3. Select Real time data as the data policy type.

  4. Enter a descriptive name for the email channel policy.

    Use a clear name such as "email Credit Card Masking" or "Inbound Email PII Redaction" to indicate the policy's purpose.

  5. Choose Inbound email as the Data to process.

  6. Select Continue.

  7. Select Select data patterns to choose the sensitive data patterns to be masked in inbound emails.

    1. From the available patterns list, select one or more patterns (for example, Credit Card, Social Security Number, Email Address).

    2. Select Save to save the data pattern choices.

    Patterns define what constitutes sensitive data in the email content. Multiple patterns can be selected if emails may contain different sensitive data types.

  8. Select Save to save the policy in draft status, or Publish to make it active.

    Once activated, the policy begins monitoring inbound emails and masking sensitive data according to the configuration.

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