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).

Important: 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 Template

List of included finance policy templates with a description

  • Bypass encryption of o365 notifications
    Bypass encryption of system notifications from O365.
  • 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. The routing transit number is a 9-digit identification number assigned to financial institutions by The American Bankers Association (ABA). This number identifies the financial institution upon which a payment is drawn. 
  • Credit Card Numbers and Information
    Includes regular expressions for the 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
    An Employer Identification Number (EIN) is also known as a Federal Tax Identification Number, and is used to identify a business entity.
  • GLBA Terms
    Common keywords and phrases associated with GLBA (Gramm-Leach-Bliley Act).
  • US Date of Birth
    Date of Birth in numeric and Textual formats.