ChatBI generates data reports and intermediate files during analysis. If an analysis involves sensitive data or your organization has enterprise compliance requirements, administrators can use a security policy to restrict downloading or copying these files, preventing sensitive data leaks.
Overview
ChatBI produces two file types during conversations:
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Data report: Result files such as an online HTML report or an exported PDF report, containing visualizations, data tables, and conclusions.
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Intermediate file: Files generated during analysis, such as CSV data files, SQL queries, or Python scripts. These may contain raw query data and analysis logic.
By default, all members can download and copy these files. Administrators can go to the Settings page and click the Security Policy tab to restrict download and copy operations per file type.
Use cases
Configure a security policy when:
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Sensitive data protection: Analyses involve sensitive content such as customer privacy, financial data, or salary information.
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Enterprise compliance: Your organization requires control and auditing of data exports and copies.
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Code asset protection: SQL and Python code generated during analysis contains core business logic or data models.
Scope
The security policy controls download and copy operations per file type:
|
File type |
Formats |
Actions |
Description |
|
Data report |
.html, .pdf |
Download |
When disabled, members cannot download report files and charts from a conversation. |
|
Intermediate file |
.csv, .sql, .py, .md, .json |
Download |
When disabled, members cannot download intermediate files such as CSV data files or SQL/Python code. |
|
Copy |
When disabled, members cannot copy intermediate file content using the quick copy or code block copy button. |
Prerequisites
You must have the ChatBI administrator role to configure a security policy. For information about how to become an administrator, see Permission management.
Configure a security policy
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In the ChatBI interface, click the
Settings icon at the bottom of the left-side navigation pane. -
Click the Security Policy tab.
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Clear the checkboxes for permissions you want to revoke.
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Data report - Download: Prevents members from downloading HTML or PDF analysis reports.
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Intermediate file - Download: Prevents members from downloading intermediate files such as CSV, SQL, or Python files.
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Intermediate file - Copy: Prevents members from copying intermediate file content.
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-
Click Save to apply the settings.
NoteThe Save button is enabled only after you modify the settings. Changes take effect immediately for all members.
Notes
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Security policies are configured by administrators and apply to all ChatBI members.
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Security policies control only download and copy operations. Members can still view data reports, charts, and code in conversations.
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You can adjust settings at any time. To restore a permission, select the corresponding checkbox and save.