The main policy customizations are summarized below.
By adding 'excluded' words or phrases to a policy, you effectively create an entire category of communications that cannot cause policy to fire, no matter what other terms or phrases may be present. Use this technique to create exceptions to policy or as a simple way to exclude certain types of company specific communications.
For example, you can permit all communications with the phrase 'Copyright 2011 Your Company, Inc.' to be exempt from policy, without regard to the actual content beyond this phrase. Likewise, you can set a bypass term that allows individuals who know the term to include it in their email, so ensuring that it does not cause policy to fire. For details, see Words That Indicate a Definite Non-Match.
The minimum number of terms necessary for a policy to fire is known as the 'minscore'.
For many policies, this is a fixed number and cannot be changed. But for policies where it can be changed, such as for the Threshold policies, you can reset it using the minscore(x) function, where x approximates the number of terms that must be present in a document to cause a policy to fire. You must use the Administration console to do this.
In other policies, a Sensitivity setting allows you to influence the number of terms necessary for a policy to fire without needing to know the actual number. A low sensitivity requires fewer terms to be present, placing greater emphasis on not missing violations; a high sensitivity requires more terms to be present, ensuring that the number of false positives is minimized.
By adding a template for company-specific material to a policy, you can see a significant reduction in false positives and an overall increase in efficiency. For example, in an Account Number policy, you can add the specific range of account numbers used by your company to ensure that all numbers in that range are detected. If your company uses 10 character account numbers that begin with 'A' followed by 9 digits, you can add this template to the relevant policy field: %#A\d[9]%.
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