Field masking

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The Field Masking Policy allows administrators to protect sensitive information by specifying fields and relationships that ReadiAI Agents must never access. Fields added to this policy will be completely hidden from all agents—ensuring they cannot be read, queried, or included in any responses.

This does not affect visibility elsewhere in the platform and is enforced exclusively when data is accessed through ReadiAI Agents.

Accessing the Field Masking Policy

To access the settings: Navigate to the Administration area. In the left-hand menu, expand the AI Agents section. Click Field Masking. You will be taken to the AI Agent Field Masking Policy page.

Configuring Masked Fields & Relationships

To restrict agent access to sensitive data, follow these steps:

Masked fields

1. In the Masked Fields section, click Link.
2. Search for and select fields from specific objects.
3. Selected fields will appear in the list with their name, object, and type.

Relationship fields

1. In the Masked Relationships section, click Link.
2. Select relationships from the available list across objects.
3. Chosen relationships will display with source/target objects and usage details.

How Masking Works at Runtime

When a field or relationship is masked:

1. The agent cannot see or reference the field name, data, or metadata.
2. Masked fields are excluded from all AI agent tools, including queries, updates, and calculations.
3. Masked relationships prevent agents from accessing or traversing linked records across objects.