# Create a DLP Policy
### Overview
This guide provides instructions on creating and editing a Data Loss Prevention (DLP) policy. Define a new policy by specifying a name, description, and selecting a predefined data pattern. US-PII Data Pattern. Configure actions for detected data, review settings, and save the policy.
***
### **Creating a New DLP Policy**
Click the **Create New Policy** button located in the top right of the screen to access the **Create New Policy** menu.
Enter a **name** and **description** for the policy, then click **Next**.
In the next step, select a **data pattern** from the list.
| US - PII Data Pattern | US - Financial Data Patterns | Custom |
| --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
|
US Social Security Number (SSN)
US Passport Number
US Driver’s License Number
US Taxpayer Identification Number (ITIN)
US Bank Account Number
Credit Card Number
|
US Taxpayer Identification Number (ITIN)
US Bank Account Number
Credit Card Number
|
Enter Regular Expressions
Max 5 regular expressions allowed. One expression per line.
|
In the **Action** section, select checkboxes to define the response when a match is found, then click **Next**.
This action will always populate to the **Matches Log**.
In the final section, review the information entered in Steps 1 and 2. To make edits, click **Edit** next to the relevant field or use the **Back** button to return to a previous step.
Once everything is correct, click **Save Policy** to save and activate the new policy.
***
### **FAQ**
#### **Q. How do I define a custom pattern for specific data types like a US Passport Number or SSN?**
A. To create a custom DLP pattern, use **regular expressions (regex)** to match the specific format of the data you want to detect.
**Example: US Passport Number**
US passport numbers are **9-character alphanumeric codes** (uppercase letters and numbers only). Use the following regex pattern to detect them:
```
\b[0-9A-Z]{9}\b
```
**Explanation:**
* `\b` ensures the number is a separate word.
* `[0-9A-Z]` matches any **digit (0-9) or uppercase letter (A-Z)**.
* `{9}` specifies **exactly 9 characters**.
***
**Example: US Social Security Number (SSN)**
US SSNs follow the **XXX-XX-XXXX** format. Use this regex pattern:
```
\d{3}-\d{2}-\d{4}
```
**Explanation:**
* `\d{3}` matches **three digits**.
* `-` matches the **hyphen separator**.
* `\d{2}` matches **two digits**.
* Another `-` matches the second hyphen.
* `\d{4}` matches **four digits**.
You can test these patterns using tools like **Rubular**, which allows you to verify that your regex correctly identifies the intended data.
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