Hiding client details

Last updated 10 November 2026

To share a result without showing whose it is, for example with an auditor, a consultant or with us, Confirmation Mapper can write it without the client's details:

• the account and the client's name are replaced by texts you choose;
• every trade id is replaced by a code made of the bank's initial and eight random digits, such as A_00482137.

Within one run, the same trade id always gets the same code, so the rows of one trade, on several sheets or in several files, still match. The next run gives new codes.

It applies to the Excel, CSV and JSON output, and to both mappers.

Turn it on

There is no button for it in the settings window: it is set in the mappers' settings file.

1. Close Excel.

2. Open %APPDATA%\GIAnalyzer\Addons\appsettings.json in a text editor, such as Notepad.

3. Add this section, or change it if it is there:

   "Export": {
     "SubstituteAccountAndName": true,
     "AccountValue": "N/A",
     "NameValue": "N/A"
   }
   

   Replace N/A with the texts you want in place of the account and the name. Keep the file valid JSON: the section sits inside the file's outer braces, with a comma between it and the section before it.

4. Save the file and open Excel.

To turn it off, set SubstituteAccountAndName to false.

Use a separate workbook for shared output. Since the codes change from one run to the next, keep the masked output apart from the mapper workbook you keep up to date: write it to a copy of the empty mapper workbook, or to CSV or JSON files.

The file is created, with the default settings, the first time a mapper is used. If it isn't there yet, run Confirmation Mapper once first.