Procedure
- Go to .
- Click the Expressions tab.
- Click Add. A new screen displays.
- Specify a name for the expression. The name must not exceed 128 bytes in length.
- Specify a description that does not exceed 255 bytes in length.
- Specify the expression and set whether it is case-sensitive.
- Specify the displayed data. For example, if you are creating an expression for ID numbers, type a sample ID number. This data is used for reference purposes only and will not appear elsewhere in the product.
- Select one of the following criteria and configure additional settings for the chosen
criteria
(see Criteria for Customized Expression):
-
None
-
Specific characters
-
Suffix
-
Single-character separator
-
- Optional: Select a validator for the expression.

Note
Data units follow semantic rules. Not every 9-digit number is a valid social security number and not every 15- or 16-digit number is a valid credit card number. To reduce false positives, expression validators check if the extracted data units follow these rules. - Test the expression against actual data. For example, if the expression is for a national ID, type a valid ID number in the Test data text box, click Test, and then check the result.
- Click Save.

Note
Save the settings only if the testing was successful. An expression that cannot detect any data wastes system resources and may impact performance.
Note
Optionally, copy a predefined expression and edit the copy to create your customized expression.
