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How do I de-identify QA scorecards for AI training?

By SourceX Editorial · Updated

Short answer

To de-identify QA scorecards, remove or replace agent and customer names, account details and reviewer IDs, check free text and attachments for hidden details, review samples by hand and exclude anything doubtful. Your company then approves the prepared copy before it leaves.

What QA scorecards usually contain#

Typically quality reviews of calls, tickets or work with scores. The work itself is what buyers value; the identities are not.

What to remove or replace#

At minimum: agent and customer names, account details and reviewer IDs. Names are often swapped for consistent placeholders so conversations still make sense.

  1. 01Your work records
  2. 02Personal details removed
  3. 03You approve the release
  4. 04Licensed to AI developers
How it works with SourceX: Your work records → Personal details removed → You approve the release → Licensed to AI developers.Illustrative

How to check it worked#

Automated tools catch most details, but not all. Reviewers spot-check samples, look for rare facts that could point to a person, and drop records they are unsure about. Buyers are also contractually barred from trying to identify anyone.

How SourceX handles it#

SourceX starts with a short fit check that shares no data. If it fits, rights are reviewed, a copy is prepared with personal and confidential details removed, and your company approves exactly what leaves before anything is delivered under a signed license.

Frequently asked questions

Can I do the de-identification myself?

You can, but SourceX or an approved preparation partner normally does it and you review the result.

Is this legal advice?

No. It is general information; your counsel should review any specific deal.

Related resources

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