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For handlers · 60-second read

How ClaimsIQ handles your notes.

You don't need to scrub names from your notes. The platform does it for you. Here's what's happening, why, and how to know it's working.

The short version

Type whatever you naturally would. Names, phone numbers, addresses, NHS numbers — anything personal in your free-text notes gets stripped before the platform stores it. Your customer's identity stays in your primary claims system. ClaimsIQ captures the picture of the claim, not the people on it.

This isn't training you have to remember. It's just how the platform works.

What you'll see

While you're typing, an amber strip below the field flags any personal data it's noticed. You can ignore it, keep typing, and let the platform clean up automatically when you move on — or tap "Redact now" if you want to clean up instantly.

When you click out of the field (or save, or advance to the next beat), the platform redacts in place. A green confirmation appears for a couple of seconds showing what was stripped. Your text now reads with category tokens in place of the personal bits.

What you typed
Spoke to Mrs Patel from 07700 900123. She's the policyholder at 14 Acacia Road, M14 1AE. Mentioned her daughter Sarah is helping. Vulnerability — some cognitive issues.
What the platform stored
Spoke to [NAME] from [PHONE]. She's the policyholder at [ADDRESS], [POSTCODE_TRIMMED:M14]. Mentioned her daughter [NAME] is helping. Vulnerability — some cognitive issues.

What stays, what goes

The category-shaped detail stays — vulnerability flags, cause, severity, claim cost, cover position, dates. That's what tools and supervisors need; that's what you keep. The identifying detail goes — names, phone numbers, emails, full postcodes (you'll see them reduced to the outward part, like M14 instead of M14 1AE), street addresses, account numbers, NHS numbers, NI numbers, dates of birth.

One thing to keep in mind

For vulnerability and health beats — capture the category, not the specific condition. Type "cognitive impairment, third-party support in place" not "diagnosed with dementia 2023". Specific clinical detail belongs in your primary claims system, not in ClaimsIQ. The category is what the tools and Consumer Duty reporting actually need.

Pasted notifications

If you paste a broker email or eFNOL into FNOLIQ written, the platform strips identifiers from the paste before the AI extractor sees it and before anything is stored. A green banner shows you what was redacted. The redaction is visible in the textarea after — what you see is what's been stored.

If you spot something we missed

The patterns are conservative — false positives (a legitimate piece of text mistaken for a name) are preferable to false negatives. If you see a case where personal data slipped through into a saved note, tell your team admin. They have a tool that sweeps existing claims and surfaces anything that needs cleanup.