Best Practices & Tips

Important notes and common use cases for data protection

AI DLP Best Practices

Start with Visibility, Then Enforce

1 Log-Only Mode First

Before blocking or redacting, run policies in log-only mode for 1-2 weeks. This helps you understand what data is flowing to AI systems without disrupting workflows.

2 Review and Tune Patterns

Analyze logs to identify false positives and adjust patterns. Add exclusions for legitimate use cases (like support teams discussing test data).

3 Gradually Enforce

Move high-risk patterns (credentials, SSNs) to blocking mode first. Keep lower-risk patterns (emails, names) on alert mode until your team adjusts.

Pattern Strategy

  • Block critical data - API keys, passwords, credit cards, SSNs should always be blocked
  • Redact PII carefully - Names and emails may be necessary for context; consider redacting rather than blocking
  • Custom patterns for your industry - Add patterns for internal codes, patient IDs, case numbers
  • Exclude test data - Create patterns that ignore known test values (000-00-0000, etc.)
Create separate policies for different teams. Engineering may need to share code snippets; HR should never share SSNs to AI systems.

User Communication

  • Announce DLP policies before enforcement
  • Provide clear error messages explaining why requests were blocked
  • Offer alternatives (approved internal AI tools, sanitization guides)
  • Create a feedback channel for false positive reports

Canary Token Best Practices

Tracking requires internet access. The document must be opened on a device connected to the internet for the tracking pixel to load.

Testing Before Deployment

Always verify your canary tokens work before deploying:

  1. Create your tracking pixel
  2. Embed it in your document
  3. Save and close the document
  4. Open on a different device or network (mobile data works well)
  5. Verify the event appears in your dashboard
  6. Check that all data looks correct
Testing from a different network helps ensure the pixel works outside your office environment where it might be cached or blocked.

Placement Tips

  • Size the pixel at 1x1 pixels - Invisible to viewers
  • Place in document headers/footers - These load even when skimming
  • Avoid placing near images - Some apps load images on-demand
  • Test in the actual application - PDF readers, Word, and browsers behave differently

Common Use Cases

AI DLP Use Cases

Use Case Recommended Policy
Prevent credential leaks Block all API keys, passwords, tokens
HIPAA compliance Block SSNs, medical record numbers, health conditions
PCI compliance Block credit card numbers, CVVs, bank accounts
Protect IP Block internal project codes, proprietary terms

Canary Token Use Cases

Use Case What to Look For
Detect data breaches Any access to decoy documents indicates compromise
Track contract reviews Verify intended parties are reviewing
Monitor insider threats Unexpected access patterns or locations
Verify document delivery Confirm recipients opened critical documents
Detect IP theft Access from competitor organizations

Understanding Limitations

AI DLP Limitations

  • Only scans text - Cannot detect sensitive data in images or files
  • Context matters - "John Smith" might be sensitive or might be a public figure
  • Encrypted content - Cannot scan end-to-end encrypted messages
  • Evasion possible - Determined users can obfuscate data

Canary Token Limitations

  • Offline viewing - Documents opened without internet access
  • Blocked images - Organizations that block external content
  • Print copies - Physical printouts cannot be tracked
  • Screenshots - Screenshots of documents won't trigger tracking
  • Location accuracy - IP geolocation is approximate; VPN users show VPN location
Signal Canary provides powerful security intelligence, but is not a complete security solution. Use it as part of a layered defense strategy.

Ethical Use

Signal Canary is designed for legitimate security purposes:

  • Protecting sensitive business data
  • Detecting and preventing data breaches
  • Compliance with data protection regulations
  • Insider threat investigation

Always ensure your use complies with applicable laws, regulations, and organizational policies. When in doubt, consult your legal team.

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