The Personal Financial lexicons can be used to log or audit email messages that contains personal financial information and to encrypt or block outgoing messages that contain personal financial information.
If your organization deals with financial topics in your email messages, you should define the following three policies:
Create an encryption policy to encrypt outgoing messages that contain a Personal Financial Violation in any combination of subject, body or attachments.
|
Policy Type |
Encryption |
|
Label |
As desired |
|
From |
Enable All Patterns |
|
To |
Enable All Patterns |
|
Glossary and Bindings |
Subject, Body, and Attachments in the Personal Financial Violation row |
|
Send Options |
Send |
|
Delivery Method |
VPM-S/MIME, ZixVPM, ZixMail, and/or ZixDirect or ZixPort |
|
Request Receipt |
Optional |
Create a routing policy with the action Do Not Send to block outgoing messages when a Personal Financial Violation occurs in its entirety in the subject line. Subject lines are not encrypted and are sent in the clear regardless of whether messages are encrypted. Therefore, these messages should not be sent.
|
Policy Type |
Routing |
|
Label |
As desired |
|
From |
Enable All Patterns |
|
To |
Enable All Patterns |
|
Glossary and Bindings |
Subject in the Personal Financial Violation row |
|
Send Options |
Send, Encrypt & Send, Send Unencrypted, ZixDirect Reply & Forward |
|
Message Action |
Do Not Send |
|
Policy Trigger |
Outbound |
|
Recipients |
Sender |
|
Send Format |
Send the email back to the sender so that the sender can change the subject line and resend the email. |
|
Subject and Message |
ZixCorp recommends that you use a custom message or subject to inform the sender why the email is being returned. |
This policy returns a message to the sender if the sender clicks the ZixSelect Send Unencrypted button to send a message that contains Personal Financial Violations in any combination in the subject, body or attachments. The sender must resend the message using the regular Send or ZixSelect Encrypt & Send buttons.
The step-by-step procedure for creating this policy is in Practice—Create Routing Policy to Block HIPAA Plaintext.
|
Policy Type |
Routing |
|
Label |
Block Financial for Send Unencrypted |
|
From |
Enable All Patterns |
|
To |
Enable All Patterns |
|
Glossary and Bindings |
Subject, Body and Attachments in the Personal Financial Violation row |
|
Send Options |
Send Unencrypted |
|
Message Action |
Do Not Send |
|
Policy Trigger |
Outbound |
|
Recipients |
Sender |
|
Send Format |
Send the email back to the sender so that the sender can resend the message encrypted. |
|
Subject and Message |
ZixCorp recommends that you use a custom message or subject to inform the sender why the email is being returned. |