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Copilot Studio - General
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[URGENT] Filter out sensitive information from user Query.

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Posted on by 32

I am a beginner here. I want to filter out the sensitive data(like PII, or Credit Card number or SSN) and replace it with these texts "Credit Card", "Personal Identification Information") from user query every time if it is present before sending it for knowledge base search. How can I implement it in copilot studio. @Pstork1 

  • minakshimathpal Profile Picture
    32 on at
    Re: [URGENT] Filter out sensitive information from user Query.

    @adilei Thank you for replying. How can I scrub the sensitive data before it goes to GenAI. 

  • adilei Profile Picture
    on at
    Re: [URGENT] Filter out sensitive information from user Query.

    Then you should consider sanitizing transcripts after they are saved. Transcripts are stored here: Understand conversation transcripts - Microsoft Copilot Studio | Microsoft Learn

  • minakshimathpal Profile Picture
    32 on at
    Re: [URGENT] Filter out sensitive information from user Query.

    No! It should not be available in the transcript as well. Our old platform is using it for mapping to the required article/intent but when we export the interactions it would have *********** in that place. @adilei 

  • adilei Profile Picture
    on at
    Re: [URGENT] Filter out sensitive information from user Query.

    Even if you filter PII out before sending it to Gen Answers, it is still stored in the conversation transcript. Are you okay with that?

  • Pstork1 Profile Picture
    66,174 Most Valuable Professional on at
    Re: [URGENT] Filter out sensitive information from user Query.

    I'm not sure there is a way to do that.  The closest I think you could get would be to implement specific REGEX filters on the variable that contains the query before it is used. But I'm not aware of any built-in functionality to intercept PII.

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