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Sandbox De-identification Fields
Updated over 9 months ago

Below you will find a list of all the fields which can be de-identified in your Penelope Sandbox. The exact fields will depend on the type/s of Sandbox your agency has chosen.


In this article


Important Information

  • Only the fields listed below are being masked. If the field is not listed then the data will remain.

  • Unless otherwise stated, if a field is being masked it will contain the text –masked– regardless of whether or not the field has data in it (i.e. if a field does not have data in it, it is considered null).

  • Some fields are de-identified using a specialized masking value instead of the text –masked–. This is being done so that the data (i.e. phone numbers and addresses) has a more realistic look, even though the data is fake. See Specialized Masking below for a list of field types and fake values to be applied.

  • Attachments are not copied when a Sandbox is created. The list of attachments names will be removed from the database.

  • Custom database tables will not be de-identified.

  • Database Tables with names starting with custom_migration, custom_ind_migration or custom_doc_migration will be dropped.

Specialized Masking

Data Element

Masked Value

Notes

Phone Number

000-000-0000

The value will be formatted according to the agency's default Phone Number Mask.

Extension

000

-

Email

-

URL

-

Address Line 1

123 Main Street

-

Address Line 2

Unit A

-

City

AnyTown

-

County/Suburb

AnyCounty

-

Postal Code

12345

This will be A1A 1A1 if the Canadian Postal Code Masking is turned on.

Date Of Birth

1900-01-01 or 1111-11-11

Set to default date of birth for the agency.

Anonymous Service Fields

Field

Masked Value

Notes

anonymous_service_text_1

--masked--

-

anonymous_service_memo_1

--masked--

-

anonymous_service_memo_2

--masked--

-

Blue Book Fields

Field

Masked Value

Notes

bluebook_lastname

"Bluebook: " + bluebook_id

bluebook_id is the Penelope internal ID for the Blue Book.

bluebook_firstname

--masked--

-

bluebook_role

--masked--

-

bluebook_notes

--masked--

-

bluebook_address_line_1

bluebook_address_line_2

bluebook_city

bluebook_county

bluebook_postal_code

bluebook_after_hours

--masked--

-

bluebook_referral_memo_1

--masked--

-

bluebook_referral_memo_2

--masked--

-

Important Blue Book Information

  • All contact information (phone numbers, emails, etc.) will be masked.

  • Masking will only be applied to Blue Book entries that have an entity type of Individual

Case Fields

Field

Masked Value

Notes

case_file_name

"Case: " + case_id

case_id is the Penelope ID associated with the Case.

case_file_annual_income

0

-

case_file_file_no

--masked--

-

case_intake_note

--masked--

-

case_file_text_1

--masked--

-

case_file_text_2

--masked--

-

case_file_text_3

--masked--

-

case_file_memo_1

--masked--

-

case_file_memo_2

--masked--

-

Document Fields

Field

Masked Value

Notes

other_answer

--masked--

This field will only contain --masked-- if it was not null.

answer_comment

--masked--

This field will only contain --masked-- if it was not null.

answer_text

--masked--

This field will only contain --masked-- if it was not null.

answer_memo

--masked--

This field will only contain --masked-- if it was not null.

document_signed_by

--masked--

-

electronic_signatures

This will be replaced with an image of --masked--.

-

Billing Fields

Field

Masked Value

Notes

bank_account_name

--masked--

-

bank_account_no

--masked--

-

tax_rate_registration_no

--masked--

-

batch_name

"Batch: " + batch_id

batch_id is the Penelope ID associated with the Batch.

debit_note_reference_no

--masked--

-

debit_note_description

--masked--

-

credit_description

--masked--

-

deposit_note

--masked--

-

invoice_bill_to

--masked--

-

invoice_name

--masked--

-

invoice_address_1

invoice_address_2

invoice_city

invoice_county

invoice_postal_code

invoice_properties

--masked--

-

Event Fields

Field

Masked Value

Notes

event_name

"Event: " + event_id

event_id is the Penelope ID associated with the Event.

event_notes

--masked--

-

event_other_location_description

--masked--

-

service_file_event_text_1

--masked--

-

service_file_event_text_2

--masked--

-

service_file_event_memo_1

--masked--

-

service_file_event_memo_2

--masked--

-

Groups Fields

Field

Masked Value

Notes

case_service_group_name

"Group: " + case_service_group_id

case_service_group_id is the Penelope ID associated with the Case Service Group.

case_service_group_notes

--masked--

-

wsextname

--masked--

ClientConnect

wsextdesc

--masked--

ClientConnect

case_service_group_event_notes

--masked--

-

otherlocationdesc

--masked--

-

Individual Fields

Field

Masked Value

Notes

individual_lastname

"Individual: " + kindid

kindid is the Penelope ID associated with the Individual.

individual_firstname

--masked--

-

individual_date_of_birth

individual_notes

--masked--

-

individual_safety_concern_text

--masked--

--masked-- if individual_saftey_concern field is true otherwise it will be left blank.

individual_financial_concern_text

--masked--

--masked-- if individual_saftey_financial field is true otherwise it will be left blank.

individual_nii

--masked--

-

individual_ssn

--masked--

-

individual_address_line_1

individual_address_line_2

individual_address_city

individual_address_county

individual_address_postal_code

individual_text_1

--masked--

-

individual_text_2

--masked--

-

individual_text_3

--masked--

-

individual_text_4

--masked--

-

individual_text_5

--masked--

-

individual_text_6

--masked--

-

individual_text_7

--masked--

-

individual_text_8

--masked--

-

individual_memo_1

--masked--

-

individual_memo_2

--masked--

-

individual_employee_id

--masked--

-

individual_employee

--masked--

-

individual_work_contact

--masked--

-

individual_work_address_1

individual_work_address_2

individual_work_address_city

individual_work_address_postal_code

individual_work_url

individual_work_comments

--masked--

-

individual_additional_address_line_1

individual_additional_address_line_2

individual_additional_address_city

individual_additional_address_county

individual_additional_address_postal_code

individual_additional_address_comment

--masked--

-

Important Individual Information

  • All Individual contact information (phone numbers, emails etc) will be de-Identified.

  • All Individual identifiers will be removed.

  • All Individual Credit Card information will be removed including Credit Card Payment History

Informal Series Field

Field

Masked Value

Notes

informal_series_name

"Informal Series: + " informal_series_id

informal_series_id is the Bonterra internal ID for the Informal Series.

Pre-Enrollment Fields

Field

Masked Value

Notes

preenrollment_notes

--masked--

-

preenrollment_closing_notes

--masked--

-

Message Fields

Field

Masked Value

Notes

message_subject

"Thread: " + thread_id

thread_id is the Penelope internal ID for the Message Subject.

message_message

--masked--

-

Policy Fields

Field

Masked Value

Notes

policy_name

"Policy: " + policy_id

-policy_id is the Penelope internal ID for the Policy.

policy_number

--masked--

-

policy_notes

--masked--

-

policy_coverage_authorization

--masked--

-

policy_coverage_notes

--masked--

-

policy_individual_member_no

--masked--

-

policy_individual_group_no

--masked--

-

policy_individual_notes

--masked--

-

Referral Fields

Field

Masked Value

Notes

referral_client_needs

--masked--

-

referral_client_instructions

--masked--

-

referral_note_title

"Referral Note " + referral_note_id

referral_note_id is the Penelope internal ID for the Policy.

referral_note

--masked--

-

Service File Fields

Field

Masked Value

Notes

service_file_text_1

--masked--

-

service_file_text_2

--masked--

-

service_file_memo_1

--masked--

-

service_file_memo_2

--masked--

-

service_file_close_notes

--masked--

-

service_file_note_title

Service File Note + service_file_note_id

-

service_file_note

--masked--

-

referring_physician_identification

--masked--

Service File CMS - Referring Physician

funder_specific_pin_number

--masked--

Service File CMS - Funder Specific

funder_specific_group_number

--masked--

Service File CMS - Funder Specific

funder_specific_box24k

--masked--

Service File CMS - Funder Specific

funder_specific_box19

--masked--

Service File CMS - Funder Specific

funder_specific_box10d

--masked--

Service File CMS - Funder Specific

Worker Fields

Field

Masked Value

Notes

worker_phone_1

--masked--

-

worker_phone_2

--masked--

-

worker_extension

--masked--

-

worker_email

--masked--

-

worker_address_1

--masked--

-

worker_address_2

--masked--

-

worker_city

--masked--

-

worker_postal_code

--masked--

-

worker_ssn

--masked--

-

worker_employee_id_number

--masked--

-

worker_national_provider_number

--masked--

-

worker_medicare_number

--masked--

-

worker_tax_number

--masked--

-

worker_registration_number

--masked--

-

worker_fahcsia_number

--masked--

-

Important Worker Information

  • Worker Names will not be De-Identified.

  • Worker message settings will not be de-identified.

  • All worker identifiers will be removed with the exception of Single Sign-On information.

  • All worker PINS will be removed.

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