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

How it works 15 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

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

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Output

checklist compliance_checklist

table findings_table

Settings 2 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

user region text = Other

permitted fields choice = email (email, phone, address)