Data Classification & Sensitive Information TypesFinancial Data Detection

Financial Data Detection

25 mins

Understanding the Concept

Financial data is among the most commonly protected information types. Microsoft provides extensive built-in SITs for credit cards, bank account numbers, IBANs, SWIFT codes, and tax identification numbers across multiple regions.

PCI-DSS compliance requires protection of cardholder data, making credit card detection a critical use case. The built-in Credit Card Number SIT uses the Luhn algorithm for validation.

Beyond payment card data, organizations must protect bank account details, investment information, and financial documents like invoices and statements.

Key Points

  • Credit Card Number SIT: 16-digit format with Luhn validation
  • ABA Routing Number: US bank routing codes
  • IBAN: International Bank Account Numbers (country-specific)
  • SWIFT Codes: Bank identification for international transfers
  • Tax IDs: SSN, ITIN, EIN and regional equivalents

Why This Matters in Real Organizations

Financial data breaches have severe consequences: PCI-DSS fines can reach $100,000 per month, plus forensic costs, card replacement, and reputation damage. Proper detection prevents accidental exposure in emails, chats, and shared files.

Common Mistakes to Avoid

Not detecting partial credit card numbers (first/last 4 digits)
Ignoring regional bank account formats
Forgetting about financial data in images or scanned documents
Not covering all channels where financial data might be shared

Interview Tips

  • Discuss PCI-DSS requirements and how DLP helps
  • Mention the Luhn algorithm and why it matters
  • Explain how to handle false positives with test card numbers

Exam Tips (SC-401)

  • Know common financial SITs and their detection methods
  • Understand PCI-DSS scope
  • Know how to exclude test/development environments

Course Complete!

You've finished all lessons

Previous|Next|HHome