Secure API: PII/PHI/KYC Database for User Records
This example demonstrates how to securely manage user records using our specialized API. It showcases how to:
Team Management: Create and manage team groups with role-based access control
Data Masking: Automatically mask sensitive data while exposing only the necessary fields
Bulk Operations: Secure listing of team members with automatic data protection
Access Control: Enable manager-level access with field-level security
Audit Trail: Track all access to team member data
ℹ️ All requests are executed in the sandbox environment (show/hide configuration ).
Step 1: Create Team Group and Roles
Set up the team structure with manager and member roles.
Run code in sandbox
Output (press on "Run code in sandbox" to see result):
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Step 2: Create Team Members
Create multiple team members with various data fields.
Run code
Output (press on "Run code" to see result):
Step 3: Create Manager and Add to Team
Create a manager user and add them to the team with manager role.
Run code
Output (press on "Run code" to see result):
Step 4: Create Manager Access Policy
Create policy that allows managers to see team members' names and phones while masking other data.
✱ Access is granted only to name and phone number. All other fields will be masked.
Step 5: Initialize Bulk Operations
Get an unlock UUID token for bulk operations.
✱ The bulk unlock UUID is valid for only a few seconds and expires automatically. You must include it in every bulk* request.
Step 6: Create Manager Access Token
Create an access token for the manager to use in subsequent operations.
Step 7: List Team Members with Manager Token
Use manager's token to list team members, demonstrating data masking.
✱ Access is granted only to name and phone number. All other fields will be masked.
Step 8: Reset Access Token
Reset the API token back to the original admin token.
Next Step
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