🛠️ Method 1: Manual Creation of a New Utility Set

Steps to Create a New Utility Set Manually

1. Navigate to Utility Sets Page:

   • Click on the Create Button on the Utility Set view. You will be directed to the Create New Set view.

2. New Utility Set Details:

   • Enter the Utility Set Name and set the Creation Method to Manual.
   • Click Next to proceed.
   • 

3. Edit Fields and Utility Parameters:

   • On the next screen, users can enter single or multiple tables they want to anonymize.
   • Click on Add Tables:
     • A side panel will appear to fill in table details.
     • Table ID: Represents the primary key of the table.
     • Fields: Specify the columns to anonymize (multiple columns can be added as comma-separated values).
     • 

4. Add Conditions (Optional):

   • Click Add a Condition to further filter the selected table data.
   • 
   • The following details are required to add a condition:

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Condition Details Table

Input Field	Description	Values	Screenshot
Condition Name	Input field to define the name of the condition
Tables	Refers to the tables this condition will apply to	All in Utility Set / Particular Table
Fields	Column of the table
Function	Specify filtering function	Is, Is Not (Blank Equal, Greater Than, Less Than, Start With, On the List (manual entry), Linked [table].[field])
Values	Defines the value of the Field in the database	Input field to specify the conditions

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Example:
Condition: Filtering on the table patient where the value of the column branch is equal to Mining.

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Managing Table Details in the Utility Set

• Edit Table Details:
  • Click on the Table Name or Edit Option in the Utility Set Table.
  • View the selected table and its respective columns for anonymization.
  • Users can:
    1. Delete or add a new column for anonymization.
    2. Define the Utility Parameter, Utility Parameter Conditions, and Privacy Relevance.

Utility Parameters and Conditions

Utility Parameters	Utility Conditions	Description
No Change	N/A	Leaves the data unchanged.
Clear Values	N/A	Clears the data in the selected fields.
Email	Dummy Domain, Keep Domain, All Caps	Anonymizes email addresses with additional formatting options.
Name	First Name, Last Name, All Caps, Full Name	Handles name fields with specific conditions for first name, last name, etc.
Consistent ID	N/A	Generates a consistent identifier for tracking across records.
Fixed Value	Input Field	Replaces the field with a fixed value.
Date	Same Year, Random, Adult, Consistent	Anonymizes date fields while retaining some options for consistency.
Phone Number	Random, Remove Country Code	Handles phone numbers by formatting them or generating new numbers.
Number	N/A	Randomizes or anonymizes numerical data.
Custom Expressions	N/A	Allows custom regular expressions or formats to be applied to the data fields.

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Condition-Specific Details:

1. Email Conditions:

   • Dummy Domain: Replaces the email domain (e.g., example.com).
   • Keep Domain: Retains the original domain while anonymizing the rest of the email.
   • All Caps: Anonymizes the original email and converts the entire email to uppercase.

2. Name Conditions:

   • First Name: Anonymizes only the first name field.
   • Last Name: Anonymizes only the last name field.
   • All Caps: Anonymizes the name and converts the name to uppercase.
   • Full Name: Anonymizes the entire full name as a single unit.

3. Date Conditions:

   • Same Year: Keeps the year consistent across all records.
   • Random: Randomizes the entire date.
   • Adult: Ensures the date reflects an adult age.
   • Consistent: Keeps the date consistent across records.

4. Phone Conditions:

   • Random: Randomizes the entire phone number.
   • Remove Country Code: Removes the first 4 digits from the original phone number and generates a consistent anonymized value for the remaining number.

5. Custom Expressions:

   • Definition: While creating a utility parameter, you can define the Utility Parameter as Custom_Expression.

   • SQL Expression: Custom expressions are SQL update queries that are executed once all the anonymizations are done.

   • Steps for Custom Expression:

     1. Select the Utility Parameter as Custom_Expression and enter the expression in the parameter text box.
     2. Ensure that the expression follows correct SQL syntax.

   • Guidelines for SQL Expression:

     1. Enclose table column names in hash characters (#).
     2. Enclose strings in single quotes ('').

   • Example of Custom Expressions:

     • Example SQL expression:
       UPDATE #table# SET #column# = 'new_value' WHERE #column# = 'old_value'

   • Restrictions:

     • The application doesn't allow you to customize a column with Custom_Expression using another column that also has a utility parameter selected as Custom_Expression.

Utility Parameter Table

Column	Utility Parameter	Utility Parameter Condition	Description
Email	CUSTOM_EXPRESSION	normal-string	The email column will be anonymized with the anonymized value of the name column concatenated (symbol `

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Privacy Parameter Classification

The Privacy Parameter is used to protect sensitive customer information, determining the logging behavior during job runs. It is classified into three categories: Personal, Confidential, and Non-Relevant.

Privacy Types and Logging Policies:

Privacy Type	Example Data	Logging Policy
Personal	Name, Address, Email, Phone Number	The original fields are not logged in the audit logs.
Confidential	Account Number, Financial Details	The original fields are not logged in the audit logs.
Not Relevant	Non-sensitive data without privacy implications	Log original values in the audit logs.

Privacy Classification:

• Personal: Data that can directly identify an individual, such as name, address, phone number, or email.
• Confidential: Data that is not directly identifying but is sensitive and private, such as account numbers, financial details, or proprietary business information.
• Not Relevant: Data that does not have privacy implications and does not directly or indirectly identify individuals or contain sensitive business information.

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Final Steps:

1. After entering the Utility Parameter, Utility Parameter Condition, and Privacy Parameter, click Save to finalize the settings.