Allow-List Token Obfuscation for Re-Identification Risk Control

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Solution Overview

Problem

Conventional data obfuscation techniques fail to adequately protect sensitive information by allowing identifiable data to remain in shared environments, as they rely on deny lists that do not account for evolving definitions of sensitivity and unexpected data formats, exposing clients' information to risks and failing to ensure compliance with data protection standards.

Innovation Solution

A device and method that utilize an allow list to standardize and selectively mask incoming tokens, appending allowed tokens with delineators and masking others, with the option of replacement patterns, ensuring sufficient coverage and utility for downstream use while maintaining security.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Object-affected harmful factors

If deny list techniques are used to scrub sensitive data, then obvious identifiers matching preset patterns are removed, but data that does not match preset patterns remains and may be re-identifiable

Engineering Contradiction:
Improvesensitive data exposureVSAvoiddata protection effectiveness
Core Design Contradiction:
Object-affected harmful factorsVSReliability

Solution Approach 1:

The patent inverts the conventional deny list approach by using an allow list methodology. Instead of starting with all data and removing what should be protected, the system starts with all data and retains only what is explicitly permitted. This inversion ensures that any data not matching the allow list is automatically masked, preventing re-identification risks while maintaining useful information for downstream partners.

Inventive Principle:
Principle #13The other way round (Inversion)

Solution Approach 2:

The system dynamically adjusts the obfuscation parameters based on the allow list definitions. By standardizing tokens against the allow list and applying consistent masking rules, the system adapts to evolving definitions of sensitive data while maintaining reliable protection effectiveness across different data formats and contexts.

Inventive Principle:
Principle #35Parameter changes

2Device complexity

If conventional obfuscation techniques are applied, then processing is simpler, but sensitive information may be exposed to unnecessary risks

Engineering Contradiction:
Improveobfuscation process complexityVSAvoidinformation exposure risk
Core Design Contradiction:
Device complexityVSObject-affected harmful factors

Solution Approach 1:

The system performs preliminary actions by pre-defining the allow list with standardized tokens and masking rules before processing the actual data. This preparation enables the obfuscation process to automatically and reliably protect sensitive information without requiring complex real-time analysis, reducing both complexity and exposure risk.

Inventive Principle:
Principle #10Preliminary action

3Reliability

If allow list techniques are used to standardize and mask tokens, then only allowed tokens are shared with adequate contextual information, but the processing complexity increases

Engineering Contradiction:
Improvedata protection complianceVSAvoidtokenization and comparison process complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The allow list serves multiple functions: it defines permitted tokens, establishes standardization rules, and provides masking guidelines. This multi-functionality reduces processing complexity by consolidating what would otherwise require separate systems, while maintaining reliable data protection compliance through consistent application of all rules from a single source.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Data Source

PatentUS12596824B2Method, device, and non-transitory computer readable medium for obfuscating data
Publication Date: 2026.04.07 CHARLES SCHWAB & CO INC
  • US12596824B2 patent drawing
  • US12596824B2 patent drawing
  • US12596824B2 patent drawing

AI summary

A device, method, and non-transitory computer readable medium for obfuscating text data by selectively masking incoming tokens within the text data based on allowed tokens within an allow list, and storing a result thereof within a memory.