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Automated data protection

Data protection · Information protection

Automated data protection

Information protection is in our DNA. Mail addresses, names and identifiers appear in your evidence, manuals, exports and transfers only the way you define – detected automatically, confirmed by people.

Our DNA

Six statements we can be measured by

Your data belongs to you.

Not to the tool and not to the operator.

Data protection by default.

Protected is the normal case, not the exception.

You decide what leaves the house.

Per document, per channel, per target system.

Automation helps – a person is accountable.

Human in the loop, explicitly confirmed.

Originals remain untouched.

Access only with permission, every retrieval logged.

Proven, not promised.

Every change logged, every confirmation sealed.

Privacy by Design

Across the entire process lifecycle

Three layers of protection work together – from the first screenshot to the document that leaves your organisation.

Protect at Source

Protection at the source

Personal and confidential information is detected and protected as soon as it is processed – in screen captures, uploaded images and texts on the process step.

Protect Before AI

Protection before AI

Customer-specific filter rules determine what goes to an external AI model. Names, addresses and your own blocked terms are replaced before sending – the answer comes back with the correct names.

Protect at Export

Protection at export

Documents, screenshots and test evidence are checked before output and cleaned where necessary – in the PDF, the manual, the export, the mail and the transfer to target systems.

In 45 seconds

This is how the TAOM Data Protection Screen Engine looks

Activate, suggest spots, second check, human review – and only the unrecognisable version in the test evidence. Demo data of the company «Muster TAOM.ai AG».

How it works

Four steps, one principle

1 · Configure

What is made unrecognisable – mail addresses, names, user names and identifiers, phone numbers, company names – and where it applies. Activate once; you receive a sealed confirmation.

2 · Detect

TAOM suggests the affected spots – in texts and in screenshots.

3 · Review

An authorised person reviews, completes and finalises. Before finalising, a second check reports anything missed.

4 · Output

Evidence, manuals, exports and transfers contain only the reviewed, unrecognisable version. Existing documents are re-checked and findings reported.

Where it applies

Wherever something leaves your organisation

Documents

  • Test evidence (PDF)signed versions too – never changed afterwards
  • User manual (Word and PDF)
  • HTML export of models

View and mails

  • Images on steps and modelsunrecognisable until reviewed by a person
  • Mails sent by TAOM

Interfaces

  • Target systems (e.g. Jira, Confluence)a separate rule per target system
  • Collaboration channels (e.g. Teams, Slack)
  • AI agentprompt to the language model

For each target system you define separately what is transferred unrecognisably – names of project members are often needed there for responsibilities. Addresses of our own team always appear unrecognisably in your documents.

Without external AI

The data protection check itself needs no AI

Detection, replacement and masking run entirely within TAOM – without an AI model, without an external service, without third parties. Your images and texts do not leave the TAOM environment for the check.

What this means for you

  • No transfer to an AI service for the regular data protection check
  • Defined, traceable and repeatable checking rules
  • Detection you extend with your own terms
  • Independent of external AI models for this step

For pharma, banks, insurers and public authorities in particular, the question is whether sensitive content has to be transferred to an AI service at all. Here the answer is: no.

And if you use the AI agent

Then TAOM protects before the prompt – not only at the later output:

Your input
TAOM checkdetects
Replaceplaceholders instead of names
AI request

The language model sees «[Person 1]» instead of a name, the same in every request – so responsibilities stay correct. The answer shows you the real names again.

Your block list – your own terms

Each company maintains its own list of protected terms. It applies to the AI agent, documents, exports, mails, images and – at your choice – target systems. For example:

  • Project code names and confidential initiatives
  • Customer and supplier names
  • Product and active-ingredient names in development
  • Names of internal systems and clients
  • Locations and organisational units
  • Terms from ongoing negotiations

From test operation

Demo screenshots

Review view of a mail: mail addresses and names are marked in red
Suggestions: affected spots are marked.
Review view with a mail address added in orange
Second check: anything missed is added before finalising.
Image with unrecognisable addresses and status «made unrecognisable and reviewed»
Reviewed and finalised – only the marked spots are unrecognisable.
Test evidence as PDF with unrecognisable company, person and identifier
Test evidence: «von l. r••• (SER-•••)».

TAOM Screen Engine

Mark photos during the test run – with data protection right on the photo

Screenshots are captured and marked directly in the test run: click point, sequential numbers, frame, line, arrow, double arrow and field – in several colours, line widths and dashed. Every marking can be selected again, moved and removed. TAOM suggests personal data right on the photo; the tester marks further spots and confirms the review. The original stays unchanged, only the obscured version is output.

From the test case and test plan to checked evidence – ending with an overview of all tools. Fictitious sample data (“Beispiel AG”).

TAOM Data Protection Screen Engine

Not everything by hand – but nothing without a human in the loop

The TAOM Data Protection Screen Engine pre-checks new and existing screenshots: a job reads the images in the background, makes spots found unrecognisable and marks images without findings. Progress is saved – an interrupted job resumes where it stopped.

During the test run, personal data can already be found right on the photo and further spots marked by hand. Whoever confirms the photo there as checked completes the review – with name and time.

Human in the loop: a person reviews samples – for example filtered by number of findings – and steps in for borderline cases: small print, unusual layouts, names that are also ordinary words. The final check is the approval of the test evidence.

Data protection tab in test management: job progress, key figures per detection and analysis by number of findings
Automatic pre-check by job – with progress and analysis by findings.

TAOM Datenschutz Design Protection

Is there more to protect than the GDPR?

Data protection does not end with names and email addresses. Every company has knowledge that must not leave it and must be protected from third-party access. Yet every day, screenshots, test cases and manuals are created that show exactly this knowledge. What if the next piece of test evidence showed the design drawing of your new product?

Bills of materials

Which components, suppliers and quantities go into your product – and who sees them in the next test evidence?

Formulations and recipes

Your formulation is your capital. If it appears on a screenshot of a production step, it lies open to everyone in the manual.

Technical drawings and plans

Designs, floor plans, circuit diagrams: the device does not matter for the test – but it is still visible on the screenshot.

Terms and entire texts

Project names, code names, contract clauses: some words must not appear in any document that leaves the company.

Entire applications

Should no image at all from a CAD program or a laboratory system end up in test evidence or a manual?

Third parties and target systems

Evidence goes to auditors, suppliers or target systems (e.g. Jira, Confluence). Who may see what there?

And yet you need screenshots, test cases and manuals – for internal use, for audits and for onboarding. This is exactly where TAOM Datenschutz Design Protection comes in: what is protected stays protected, and the evidence is still created.

How it works

Define, detect, block – and still provide evidence

Define

You upload examples of what is protected (protection patterns) and name applications from which no image may leave the company.

Detect

For every photo in the test run, TAOM compares the image with the protection patterns – even scaled down, enlarged or as an excerpt – and recognises blocked applications by their window title.

Block and log

The photo is still saved, but completely obscured. The attempt is logged with photo, person, reason and time. If the protected part has been cropped away, the block no longer applies.

Deliver

The PDF test evidence, the user manual and the viewer show a lock image with the notice «Protected». Only an administrator with the «View originals» right can release it.

From the live test: define protection patterns, detect them in the photo, save blocked, log and deliver protected. Fictitious sample data.
Before and after: a fictitious technical drawing is detected and shown in the evidence as the lock image «Protected – TAOM Datenschutz Design Protection»
Before – after: the demo drawing is detected and delivered completely obscured in the evidence. Fictitious sample data, labels in German.

Limits, stated openly: what is detected is anything that resembles a protection pattern. Entirely new content without a pattern is protected by the application block. Human review remains – TAOM takes over the routine.

PDF417,6 KB

TAOM Demo – design documents (fictitious)

Fictitious sample documents with a technical drawing, building plan, 3D design, bill of materials and formulation (in German) – for trying out TAOM Datenschutz Design Protection.

PDF506,4 KB

Signed test evidence – Design Protection (TN-01279)

The real PDF test evidence from the live test: the blocked photo as a lock image, digitally signed, with document seal. Fictitious sample data, in German.

TAOM Data Protection Content & Logs

Logs in the customer’s hands

Every piece of software records who did what and when. With TAOM, you decide what is stored about your employees, who may see it and how long it is kept. For us, data protection does not start at export but where the data is created.

Placeholders instead of names

Names, logins and email addresses become «Person 1», «Person 2» as soon as they are written. You choose the label. Only those with the right may reveal them.

Matrix per log type

Changes, incidents, errors, exports, screenshots, AI agent: for each type you decide how people appear and how long entries are kept.

Terms and keywords

Project names, code names, part numbers: entered once, obscured in logs, evidence, manuals, photos and for the AI agent.

Safety net

A follow-up run rechecks existing logs and protects anything still in plain text. Tiles show the result at a glance.

Rights per person

Who may view logs and who may reveal people is set in field control – person by person.

Target systems and documents

What goes to target systems (e.g. Jira, Confluence) and channels follows the same setting. PDF and Word carry ID and classification in the document properties.

From the live test: switch on, set placeholders and matrix, run the follow-up check, assign rights per person. Names obscured.

Your company, your rules. Without a setting, everything stays as usual. TAOM suggests values – you decide. Each company has its own setting; other customers are not affected.

Second safeguard

The approval workflow checks once more

Test evidence (PDF)

Before test evidence is valid, it is approved and digitally signed. Whoever signs sees it exactly as it leaves the house – with the unrecognisable spots.

User manual

The user manual goes through the same approval: a second person reviews before it is distributed.

Four eyes, provable

Detection, human review and approval interlock – every stage logged. More in Testing and verification and Compliance & Governance.

Critical questions

Three review points, answered openly

Not new features, but the questions an audit asks first.

AIs masked information really removed – or just covered?

Removed. TAOM does not lay a black rectangle over a spot, but creates a new image version. At marked spots it no longer contains any pixels of the original – not even reduced or blended. What can be seen there cannot be computed back to the original.

Texts in PDF and Word are replaced before the document is created: no selectable original text underneath, no hidden layer, no comments or tracked changes with the original. The original remains protected in your storage – only those with the right may view it, and every retrieval is logged.

A technical negative test in test management proves this: it reads the output versions by machine and shows that the protected details cannot be restored.

BWhat happens to documents that are already approved or signed?

They are never changed afterwards – that would break the signature. If a data protection rule changes, the re-check reports the affected documents. At your request a new version is created with today’s rules; it is presented for signing again.

The old version remains visible in the history with its checksum – its content is blocked for data protection reasons. This keeps it traceable what applied when, without old personal data remaining retrievable.

CWhere does automatic detection take place?

Exclusively within TAOM. Detection works without AI and without external services, using software supplied by TAOM itself. There is no transfer to third parties, no additional processor and no transfer location outside TAOM for this step.

If you also use the AI agent, TAOM filters out personal data and your blocked terms before sending. Which data is processed where is described in the privacy policy and the Trust Center.

Where the data goes – and back

One cycle, one rule

User manual

The test run produces the user manual – with the same screenshots. What was reviewed in the test run appears in the manual only in the reviewed version.

Information protection

Information protection & classification governs who may see and download what. Automated data protection governs what is in what leaves the house.

Target systems and return path

What lands in Jira, Confluence or another target system and comes back from there follows the rule you define per system.

Your project

Do the maths yourself

Enter your project scope – the calculator shows the manual effort, the effort with TAOM and the possible saving.

Manual effort41.7 hours
Effort with TAOM4.9 hours
Possible saving36.8 hours

Example calculation with your assumptions, no commitment. In test operation, 597 of 1,691 images (35 %) contained spots with personal data.

Risk calculator

How high is your risk?

Play with your figures: how many personal details are travelling in your documents – and what could a leak cost, with and without automated data protection?

Personal details leaving per year–
of which affected persons–
Damage from one leak–
Expected damage per year–
Risk–
Residual damage with automated data protection–

Model calculation with your assumptions – no commitment, no legal or insurance advice. Affected persons: at most about 1.5 times the employees (employees and external contacts). This is not a TAOM cost but the damage that would remain after a leak. «Residual damage with automated data protection»: 5 % of the details remain recognisable (assumption for automatic detection plus human review). Industry factor: assumption, higher for regulated industries.

Cross-check with study figures

Same leak probability and industry – but calculated with the average values from the studies instead of your assumption per person.

Key figure from the studiesStudy valueFor you per year
Average cost of a data breach (Germany)EUR 3.87 million–
Global averageUSD 4.44 million–
Phishing as entry point14 % of cases · on average EUR 4.15 million–
Fine ceiling GDPR · revFADPup to EUR 20 million or 4 % of annual turnover · up to CHF 250,000 personally–
Your model calculation–expected damage per year
–
Based on study value–expected damage per year

Key figure: – risk per employee and year (study value)

The study values are averages across all company sizes and causes – they show where a single incident can lead. Sources and context: table «What it costs – with and without» below.

Benefit, effort and risk

What it costs – with and without

Every test run produces screenshots, every model shows who approves what. Exactly this content makes a document valuable – and valuable to attackers.

TaskBy handWith automated data protection
Review a screenshot and black out spotsopen, search, black out, save – about 2 to 3 minutes per image*spots suggested, visual check and confirmation – about 15 to 20 seconds per image*
Example: 1,000 screenshots in a projectabout 33 to 50 hours*about 4 to 6 hours*
Names and addresses in evidence, manuals, mailsreview each document individuallyautomatically according to your settings, every time it is generated
Settings changereview all existing documents againre-check reports only the affected documents
Proof towards audit and supervisory authorityhard to provesettings, review and confirmation logged, confirmation sealed

* Example calculation based on assumptions, not a commitment. Your effort depends on image size, content and routine.

The risk factor

Mail addresses + roles

Whoever knows who approves writes convincing phishing mails – in the name of exactly that person.

Names + responsibilities

An organisation chart with process roles is a template for social engineering and CEO fraud.

User names and identifiers

Known login names are half the work for login attempts.

Key figureValueSource
Average cost of a data breach in GermanyEUR 3.87 millionIBM Cost of a Data Breach 2025
Global averageUSD 4.44 millionIBM Cost of a Data Breach 2025
Phishing as entry point (Germany)14% of cases, on average EUR 4.15 millionIBM Cost of a Data Breach 2025
GDPR fineup to EUR 20 million or 4% of worldwide annual turnoverArt. 83 GDPR
Fine in Switzerland (revFADP)up to CHF 250,000 for responsible persons in case of intentional violation; notification to the FDPIC in case of high riskFADP Art. 24, 60 ff.

Sources: IBM Newsroom, 30 July 2025 · PwC Switzerland on the revFADP. Not legal advice.

What is not in the document cannot leak. Automated data protection does not replace security measures – it ensures that a leaked document reveals as little as possible.

Human in the loop. Automatic detection is an aid, not a guarantee. External screenshots – uploaded or captured from other applications – are reviewed and confirmed by a person in your organisation before they appear in documents; until then TAOM outputs them only unrecognisably. Responsibility for review and approval lies with you as the controller under the GDPR and the revFADP. The supplementary terms «Automated data protection», which you confirm when activating, are authoritative.

Licence

Part of «Testing and verification»

Automated data protection is part of the add-on licence Testing and verification. More on protecting your content: Information protection & classification · Digital signature · Trust Center · Compliance & Governance · Verify a document.

Frequently asked questions

Are masked details in TAOM really removed or just covered?

Removed. TAOM creates a new image version that no longer contains any pixels of the original at marked spots. Texts in PDF and Word are replaced before creation – without hidden layers, comments or tracked changes containing the original.

What happens to signed documents when a data protection rule changes?

Signed documents are never changed afterwards. A new version is created and presented for signing again; the old one remains visible in the history with its checksum, its content blocked for data protection reasons.

Where does automatic detection of personal data take place?

Exclusively within TAOM, without AI and without external services. For the AI agent, TAOM filters out personal data and customer-defined blocked terms before sending to the language model.

Does the data protection check in TAOM need an external AI?

No. Detection, replacement and masking run with defined, traceable rules within TAOM. Each company can extend detection with its own block list.