Recued
Open Recued
← Back to recipes

PII Field Scanner

by recued-core v1 context

Scans CRM records for sensitive PII patterns and maps findings to applicable regional regulations.

How it works

Process (15 steps)
⚠ guard guard
Stop if entity is missing
■ entity_hashed hash_replace
Anonymize sensitive fields for safe AI processing
✦ pii_scan ai-extract
AI extracts structured fields from data
■ scan_restored hash_restore
Restore anonymized fields back to real values
■ findings_list coalesce
Use the first available value from: scan restored pii findings,
■ regulation_map switch
Map setting user region to one of: EU, California
■ map_regulated map
Extract from each item
■ ssn_findings filter
Filter by condition
■ financial_findings filter
Filter by condition
■ unnecessary_findings filter
Filter by condition
■ ssn_found compare
Check if ssn findings has data
■ financial_found compare
Check if financial findings has data
■ unnecessary_found compare
Check if unnecessary findings has data
■ compliance_checklist to_checklist
Format results as an actionable checklist
■ findings_table to_table
Format results as a data table
▼
Output
checklist compliance_checklist
table findings_table

Settings (2)

Configurable at install. Defaults shown — change anytime in the extension.

user region text = Other
permitted fields choice = email (email, phone, address)

Tags

hubspotsalesforcezoho piicompliancecrmgdprccpa

Details

15 steps 2 configurable settings recipe_id: scan-pii-records-crm

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy scan-pii-records-crm and paste it after pairing.