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Guide

De-identifying company data for AI training: the full playbook

By SourceX Editorial · Updated

Draft under editorial review.

Short answer

De-identifying company data means removing or replacing anything that points to a person or a customer, such as names, emails, phone numbers and account numbers, while keeping the work itself. It is followed by checks on samples and your approval before anything leaves your company.

How it works at a glance

  1. 01

    Supply

  2. 02

    Rights

  3. 03

    Preparation

  4. 04

    Approval

  5. 05

    Delivery

What is removed#

  • Names and contact details
  • Account and ID numbers
  • Addresses and locations finer than needed
  • Secrets, credentials and hostnames
  • Free text that reveals identity

How it is checked#

  • Automated detection, then human review of samples
  • Exclusion of whole records when in doubt
  • Your review of a sample before delivery

Who does it#

SourceX evaluates the data, then prepares it directly or through a certified, approved third-party partner.

How a SourceX transaction works#

  • Supply: you describe your systems and records in a short fit check. No data is shared at this stage.
  • Rights: we review contracts, privacy notices and ownership so you know what you can license.
  • Preparation: SourceX evaluates the data, then prepares it directly or through a certified, approved third-party partner. Personal details are removed and confidential material is excluded.
  • Approval: you see exactly what would leave your company and approve it before anything moves.
  • Delivery: the approved dataset is delivered under a signed license. Businesses are paid when a deal closes; payment terms are set per transaction and confirmed before any data moves.

Remove, replace or keep#

Remove, replace or keep
ElementTypical treatment
Customer nameReplace with a placeholder
Email or phoneRemove
Product namesUsually keep
Health or financial detailsExclude unless rules allow

Check your fit

FIT ASSESSMENT / 0 OF 5 ANSWERED0%

Q1 / 05 · COMPANY SIZE

How many full-time employees at your peak?

Full-time employees at peak headcount (excluding contractors)

Examples

Illustrative

A support team's ticket history

A 120-person software company has six years of help-desk tickets. Customer names, emails and account numbers are removed; the questions, steps taken and resolutions remain. The company approves a sample before delivery.

Illustrative

An engineering team's bug fixes

A manufacturer's IT team has years of tickets linked to fixes. Secrets, hostnames and personal details are stripped, and code owned by third parties is left out after a rights review.

Frequently asked questions

Does de-identification guarantee anonymity?

No method is perfect, which is why records are reviewed, doubtful ones excluded, and buyers contractually barred from re-identification.

Sources

  1. HHS: Guidance on de-identification of protected health information

Related

General information, not legal advice. Editorial policy.

See if your company qualifies

A short company assessment. No data uploads are needed.

See if you qualify