Below you will find a list of Encryption Policies based on Finance templates included in your Policy-based Encryption package.

This list includes pre-built email encryption policies to help your company meet SEC, FINRA, GLBA, CFPB and similar regulations to protect non-public personal information (NPI).

Note: by default, policies are NOT enabled in the Encrypted Mail Gateway console. Login to the Encrypted Mail Gateway > click on a red button to enable policy as shown on the picture.

Finance Templates

List of included finance policy templates with a description:

  • System notification bypass
    Prevents system generated notifications from triggering encryption polices.
  • Bypass triggers
    Checks the message for encryption bypass keywords listed in Bypass Triggers keywords & dictionaries list.
  • Manual encryption triggers
    Example word list used to manually trigger encryption by end users.
  • ABA Routing
    American Bank Association Bank Routing Transit Number
  • Credit Card Numbers and Information
    Includes regular expressions for following Credit card types: VISA, Master Card, AMEX, Discover, Diners Club. Common NPI Requirement.
  • SSN Regular Expressions
    SSN policy scans for US Social Security numbers within the subject and body of the outgoing message. The regular expression used is ([0-6]\d{2}|7[0-6]\d|77[0-2])([ -]?)(\d{2})\2(\d{4})
  • CUSIP Identification Numbers (Committee on Uniform Securities Identification Numbers)
  • Employer Identification Number EINs
  • GLBA Terms
    Common keywords and phrases associated with GLBA (Gramm-Leach-Bliley Act)
  • NPI Policy
    National Provider Identifier policy
  • Date of Birth Policy
    Date of Birth in numeric and text formats.