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Configure Contextual Security

CryspIQ® enables organisations to protect sensitive information at a column level using Contextual Security.

Contextual Security allows administrators to assign Microsoft Entra ID security groups to specific data elements within the enterprise data model. Users who are not members of the assigned security groups will be unable to view the protected values.

CryspIQ® leverages Microsoft SQL Server Dynamic Data Masking to ensure sensitive information remains protected while still allowing authorised users to access the data they require.


What is Contextual Security?

Contextual Security protects individual data elements within a business object.

Unlike standard security groups, which control access to entire datasets, Contextual Security controls access to specific fields and attributes.

Examples include:

Data ElementExample
Employee SalaryProtected
Date of BirthProtected
Tax File NumberProtected
Bank Account NumberProtected
Personal Email AddressProtected
Customer Mobile NumberProtected

This ensures users only see sensitive information when authorised.


How Contextual Security Works

CryspIQ® applies security at the column level using Microsoft SQL Server Dynamic Data Masking.

By default:

  • All contextual security fields are protected.
  • No security groups are granted access.
  • Sensitive values remain masked until access is explicitly assigned.
  • Users without permission will see masked values.

Example

A protected field may display as:

XXXXX1234

instead of:

123451234

Only authorised users belonging to approved security groups can view the unmasked value.


Before You Start

Before configuring Contextual Security:

  • Microsoft Entra ID security groups must already exist.
  • Security groups must be configured within CryspIQ®.
  • Business Objects and contextual attributes must already be available.
  • You must have Data Administrator permissions.
warning

Contextual Security follows a "deny by default" security model.

No users receive access until a security group is explicitly assigned.


From the main menu navigate to:

Security → Contextual Security

The Contextual Security page displays all contextual attributes currently available within the CryspIQ® enterprise data model.

Contextual Security Overview


Understanding Contextual Attributes

Contextual attributes are data elements that provide additional business meaning.

Examples include:

Business ObjectContextual Attribute
EmployeeDate of Birth
EmployeePersonal Email
CustomerMobile Number
CustomerAddress

These attributes can be protected independently from the rest of the record.


Assign Security Groups

To grant access:

  1. Open Security → Contextual Security.
  2. Locate the contextual attribute.
  3. Select Edit Security.
  4. Choose the Microsoft Entra ID security group.
  5. Save the configuration.

Assign Contextual Security

Only users belonging to the selected security groups will be able to view the protected value.


Example Configuration

Employee Salary

Security GroupAccess
HR_USERSAllowed
PAYROLL_USERSAllowed
EXECUTIVE_USERSAllowed
OPERATIONS_USERSDenied

Customer Credit Rating

Security GroupAccess
CREDIT_TEAMAllowed
SALES_USERSDenied
CUSTOMER_SERVICEDenied

This approach ensures sensitive information is only available to authorised personnel.


Review Existing Security Assignments

To review access:

  1. Open Security → Contextual Security.
  2. Select the contextual attribute.
  3. Review assigned security groups.

Regular reviews help maintain compliance and ensure access remains appropriate.


Best Practices

Protect Sensitive Information

Apply Contextual Security to:

  • Personally Identifiable Information (PII)
  • Financial information
  • Payroll information
  • Customer confidential information
  • Regulatory reporting information

Use Business-Based Security Groups

Assign access using business roles.

Good examples:

HR_USERS
PAYROLL_USERS
EXECUTIVE_USERS
FINANCE_USERS

Avoid assigning permissions to individual users.


Apply Least Privilege

Only grant access when there is a genuine business requirement.

If a user does not need to view sensitive information, do not assign access.


Review Access Regularly

Review contextual security assignments periodically to ensure access remains current and compliant.


Troubleshooting

User Sees Masked Values

Check:

  • The user belongs to the correct Microsoft Entra ID security group.
  • The security group has been assigned to the contextual attribute.
  • The user has logged out and back in after changes were made.

User Cannot See Data

Confirm:

  • The user has access to the business object.
  • The user has access to the contextual attribute.
  • Security group membership is correct.

Incorrect Users Can See Sensitive Data

Immediately review:

  • Assigned security groups.
  • Contextual security configuration.
  • Microsoft Entra ID group membership.

Follow organisational security and compliance procedures where required.


Security Model Summary

Security LayerPurpose
Functional RolesControls what screens and features a user can access
Security GroupsControls access to business objects and datasets
Contextual SecurityControls access to sensitive column-level data
SQL Server Data MaskingProtects sensitive values when access is denied

Together these layers provide comprehensive protection for enterprise information within CryspIQ®.



Next Steps

After configuring Contextual Security:

  1. Verify security group membership.
  2. Test access using representative user accounts.
  3. Confirm sensitive fields are masked for unauthorised users.
  4. Document security ownership and review schedules.

CryspIQ® will automatically enforce contextual security whenever data is queried, viewed or consumed.