Common metadata to protect
- Invoice, order, payout, and remittance identifiers: references used for reconciliation and accounting
- Customer identifiers: emails, account numbers, CRM IDs
- Reconciliation fields: ledger codes, cost centers, subledger tags
- Internal notes: payment reasons, routing notes, counterparty annotations
Selective Disclosure
Privacy in production requires accountability. Selective disclosure allows authorized parties to view protected metadata when required, without making it public by default.Common disclosure targets
- Counterparties: reconciliation and remittance validation
- Internal compliance teams: controls, investigations, and exception handling
- Auditors and regulators: oversight and reporting