Important Points
- Detect sensitive documents use document structure and layout, not just keywords
- Create unique fingerprint from examples of business documents such as invoices, forms, and templates
- Applies automatically DLP Policy and storage labels on matching documents
- Helps prevent accidental sharing of secrets company documents with external users
- Supports configuration via Microsoft Purview UI and PowerShell for automated protection workflows
Microsoft Purview document fingerprint helps organizations protect sensitive business documents by identifying them based on structure, layout, and content patterns rather than just relying on keywords. Administrators can upload sample files such as invoices, HR forms, contracts, or templates, and Purview creates a unique fingerprint that can later recognize similar documents even when values such as names, dates, or numbers change.
List of contents
Microsoft Purview Document Fingerprinting SIT for Secure Protection of Invoices and Business Forms Templates
Previously the Sensitive Information Type was fingerprint based (SIT) is created, organizations can use it in Data Loss Prevention (DLP) retention policies and labels to automatically secure matching documents. This improves detection accuracy, reduces false positives, and helps prevent inadvertent sharing of confidential files with external users. This feature is supported PDF, DOCX and TXT files and can be configured via the Microsoft Purview portal or PowerShell.
| Process | Information |
|---|---|
| Upload Sample Document | Standard upload business documents such as forms, invoices, or templates into Microsoft Purview |
| Create Document Fingerprint | Purview analyzes document layout, structure, and patterns to produce unique documents fingerprint |
| Create a Sensitive Information Type (SIT) | The resulting fingerprint is used to create a Fingerprint-based SIT for detection |
| Implement Protection Policies | Use SIT in DLP policy or storage labels to automatically protect matching documents |
| Similar Document Detection | Purview identifies similar documents even when the content is favorable name, date, or value changed |
Configure Microsoft Purview Document Fingerprint SIT for Automatic DLP and Retention Protection
Microsoft Purview Document fingerprint enables organizations to automatically detect and protect standard business documents using fingerprint-based Sensitive Information Types (SIT). When users save, upload, or share documents that match approved template fingerprints such as invoices, forms, or contracts, Microsoft Purview can automatically trigger Data Loss Prevention (DLP) policies, apply retention labels, or block external sharing to reduce the risk of sensitive data exposure.
- Setup Process Using Microsoft Purview UI
- Go to Solution
- Open Information Protection
- Choose Classifier
- Navigate to Sensitive info type
- Select Create Fingerprint-based SIT
- Upload a sample document to generate fingerprints
- PowerShell Configuration Steps
- Connect to Microsoft Purview Security & Compliance Center
- Import sample document files
- $yourDoc = Get-Content -Path “find_your_document” -Byte Encoding
- Create a document fingerprint
- $Fingerprint_Template = New DlpFingerprint -FileData $yourDoc -Description “any description…”
- Creating fingerprint-based Sensitive Information Types (SIT).
- New-DlpSensitiveInformationType -Name ‘SIT One Document Fingerprint’ -Fingerprint $Fingerprint_template –Description “any description…”
| Supported File Types |
|---|
| PDF DOCX TXT |
Key Benefits of Microsoft Purview Document Fingerprinting SIT
Microsoft Purview document fingerprint helps organizations more accurately protect critical business documents such as invoices, forms, and templates. Instead of just checking keywordsit detects the structure and format of the document, making it better protection and reduce false alerts.
- It can also be applied automatically DLP Policy and storage labels to prevent sensitive documents from being shared externally reduce manual work through automation.
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Resource
About document fingerprinting | Microsoft Learn
Author
Anoop C Nairhas been a Microsoft MVP for 10 consecutive years from 2015 onwards. He is a Workplace Solutions Architect with over 22+ years of experience in the Workplace technology space. He is a leader of the Community of Bloggers, Speakers, and Local User Groups. The main focus is on Device Management technologies such as SCCM and Intune. He writes about technologies like Intune, SCCM, Windows, Cloud PC, Windows, Entra, Microsoft Security, Career, etc.
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