Presets & Entity Configuration
Last Updated: 2026-02-09
Presets are pre-configured sets of entity types tailored for specific countries, regions, or industries. They help you focus detection on the PII types most relevant to your documents.
Table of Contents#
- What Are Presets
- Country Presets
- Regional Presets
- Industry Presets
- Entity Groups
- Custom Entity Selection
- Confidence Threshold
- Saving Preferences
What Are Presets#
A preset is a named configuration that enables a specific set of entity types for detection. Instead of manually selecting which entity types to detect, you choose a preset that matches your use case.
Why use presets:
- Faster setup -- one click instead of selecting dozens of entity types.
- Fewer false positives -- only relevant entity types are active, reducing noise.
- Country compliance -- country presets include all PII types regulated in that jurisdiction.
Country Presets#
cloak.business includes 131 country-specific presets covering 75+ countries. Each country preset enables the entity types relevant to that country's personal data formats.
Examples#
| Preset | Entities Enabled |
|---|---|
| Germany | DE_ID_CARD, DE_PASSPORT, DE_DRIVER_LICENSE, DE_TAX_ID, DE_SVN, DE_STEUERNUMMER, DE_IBAN, DE_BIC, DE_KVNR, DE_RVNR, PHONE_NUMBER, EMAIL_ADDRESS, PERSON, LOCATION, and more |
| United States | US_SSN, US_PASSPORT, US_DRIVER_LICENSE, US_ITIN, US_EIN, US_BANK_NUMBER, US_ROUTING_NUMBER, CREDIT_CARD, PHONE_NUMBER, EMAIL_ADDRESS, PERSON, LOCATION, and more |
| United Kingdom | UK_NINO, UK_PASSPORT, UK_UTR, UK_NHS, UK_SORT_CODE, IBAN_CODE, PHONE_NUMBER, EMAIL_ADDRESS, PERSON, LOCATION, and more |
| France | FR_CNI, FR_PASSPORT, FR_NIR, FR_TAX_ID, FR_IBAN, PHONE_NUMBER, EMAIL_ADDRESS, PERSON, LOCATION, and more |
Each country preset automatically includes global entity types (email, phone, credit card, etc.) in addition to country-specific types.
Regional Presets#
Regional presets combine entity types from multiple countries in a geographic area.
| Preset | Coverage |
|---|---|
| European Union | All EU member state entity types combined |
| DACH | Germany, Austria, Switzerland |
| Nordic | Denmark, Finland, Iceland, Norway, Sweden |
| APAC | Asia-Pacific countries |
| Americas | North and South American countries |
| Middle East | Middle Eastern countries |
| Africa | African countries |
Regional presets are useful when processing documents from multiple countries within the same region.
Industry Presets#
Industry presets focus on entity types relevant to specific sectors.
| Preset | Focus |
|---|---|
| Healthcare | Medical record numbers, diagnosis codes, prescription numbers, health insurance IDs, NPI, DEA numbers |
| Finance | Credit cards, IBANs, SWIFT codes, securities identifiers, bank account numbers, tax IDs |
| Technology | API keys, access tokens, SSH keys, database connection strings, cloud credentials |
| Legal | National IDs, passport numbers, tax IDs, court case numbers |
Entity Groups#
All 390+ entity types are organized into logical groups:
Personal Identifiers#
Names, dates of birth, ages, genders, nationalities. Detected primarily by NLP models.
Government-Issued IDs#
National ID numbers, passport numbers, driver licenses, social security numbers, tax IDs. Country-specific formats for 75+ countries.
Financial#
Credit card numbers, IBANs, SWIFT/BIC codes, bank account numbers, securities identifiers (CUSIP, ISIN, SEDOL, LEI).
Location#
Physical addresses, postal codes, GPS coordinates, IP addresses.
Digital#
Email addresses, phone numbers, URLs, MAC addresses, license plates.
Technical Secrets#
API keys and tokens for 30+ platforms (cloud providers, AI services, SaaS tools), SSH keys, database connection strings, certificates.
Healthcare#
Medical record numbers, prescription numbers, diagnosis codes (ICD-10, ICD-11), procedure codes (CPT, HCPCS), health insurance numbers.
Organization#
Company names, legal entity identifiers, registration numbers.
Temporal#
Dates, times, and durations that may be personally identifying in context.
For the full inventory of all entity types and presets, see the Entity & Preset Inventory.
Custom Entity Selection#
If no preset matches your needs exactly, you can build a custom configuration:
- Start with no preset or begin from an existing preset.
- Open the entity type selector.
- Enable or disable individual entity types by checking/unchecking them.
- Entity types are organized by group for easy navigation.
- Use the search field to find specific entity types by name.
Confidence Threshold#
Adjust the minimum confidence score required for a detection to be included in the results.
| Threshold | Effect |
|---|---|
| Low (0.3) | More detections, but also more false positives. Good for thorough review. |
| Medium (0.5) | Balanced between coverage and accuracy. Default setting. |
| High (0.85) | Fewer detections, but very high precision. Good for automated pipelines. |
Raising the threshold reduces false positives but may miss some valid detections. Lowering it catches more PII but requires more manual review.
Saving Preferences#
Save your entity configuration for reuse across sessions:
- Configure your desired entity types and confidence threshold.
- Your preferences are saved automatically to your account.
- The next time you log in, your last configuration is restored.
- Switch between configurations by selecting a different preset or adjusting individual entity types.