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Sensitive data

Before anything reaches the model or is stored on a run, Core replaces sensitive values with tokens such as {{EMAIL_3_9f2c61ab}}. The model works with the token. Only tools you allow get the real value back.

CategoryWhere Core finds it
EmailAnywhere in text and records
PhoneAnywhere, in common formats
Payment CardAnywhere
US SSNAnywhere
IBANAnywhere
Salesforce ClassifiedFields with a data classification, in records a tool or context provider returns as records

To protect a field:

  1. Set its Data Sensitivity Level or Compliance Categorization in Object Manager.
  2. Read it with a tool that returns records, such as Query Records, or a Field Set context provider.

A classified field that a tool pastes into plain text is not protected.

A tool that must send a real email address or card number needs it back.

  1. Open the Agent Tool.
  2. In Allowed Sensitive Data Categories, select only the categories the tool needs.

Core turns tokens of those categories back into real values in memory, just before the tool runs. They are never stored as real values on the run.

WhoSees
The modelTokens only
A tool with allowed categoriesReal values of those categories
An approver in DecidePlaceholders
A user reading a run’s answerTokens, unless they hold AgentKernelTrustResolver

Each time Core reveals a real value, it records who and when.

Core keeps each real value in a vault object so it can give it back to allowed tools. The vault is cleared by retention, on the same schedule as the run. Field access hides the vault, but a user with Modify All Data can give themselves access. Limit who holds Modify All Data.

The trust key that makes tokens is the protected custom setting AgentTrustKey__c. Core installs without a namespace, so admins can still read it. It only makes token fingerprints. It does not unlock the vault.

A token works only inside the run that made it. To pass data to another run, pass record Ids, not values.

Pluto is licensed under the GNU Affero General Public License, version 3 only.