PipeLedger AI

DATA MASKING & PII

Let agents reason over your data without seeing what they shouldn't.

Account confidentiality and fixed privacy controls determine which names, memos, and protected transaction detail a governed response may contain.

The problem

Useful analysis needs structure and relationships, not real names. Most tools force a choice between sharing everything or nothing. PipeLedger applies one clear policy at query time – the model gets what it needs, not what it shouldn't have.

How it works

Three clear account levels. One enforcement contract.

Click 'Admin re-identify' in the diagram below to see how a token resolves under role-gated, logged access.

Before masking
VENDOR_NAMEAMOUNT
John Smith$145,000.00
Sarah Johnson$98,500.00
Riverside Lumber$234,100.00
Pacific Ventures$67,200.00
After masking
VENDOR_NAMEAMOUNT
CUST_8F4KQ2A1$145,000.00
CUST_3B7PQ9R2$98,500.00
VEND_2A9MK5P1$234,100.00
CUST_7H2LN5K8$67,200.00

Amounts pass through unmasked — agents reason on the numbers and keep ledger integrity; only the identity is tokenized.

CUST_8F4KQ2A1=···
rate-limitedrole-gatedlogged
01
Account confidentiality

Standard keeps permitted transaction columns. Restricted removes identifying columns while retaining the financial line. Highly Restricted removes transaction grain and returns only ledger totals with the minimum accounting context needed to interpret them; dimension scope still limits which rows contribute. Mark a Highly Restricted account amount confidential and it is left out of every below-clearance result, with ledger controls reported not applicable.

02
Fixed identity privacy

Replace Customer, Vendor, Employee, or Project identity with stable private tokens globally or for one account. Memos can be prohibited absolutely, with no credential override.

03
Admin re-identify

Rate-limited, role-gated, and recorded in the append-only audit trail before an approved token resolves to an original value.

Key management
Per-org keys in a secrets manager — no cross-tenant token meaning
Memo prohibition
Prohibited memo content is never granted back by a user or credential setting
CONTROLLER MODEL
Organization baseline + account controls + credential clearance
Data Masking & PII Protection | PipeLedger AI