Confidential document anonymisation.
A pattern for turning raw share-register transactions into net positions and applying rule-based redaction, with print-ready output. Described generically.
Aggregate first, redact by rule, then format for print.
The skill aggregates raw transactional share-register data into net positions per shareholder per share class. It then applies rule-based redaction, removing or masking non-strategic shareholders according to an explicit rule set, and produces print-ready Excel and PDF output. Because the redaction is rule-driven, the same logic applies the same way every time.
The steps
- Aggregate transactions into net positions by holder and class.
- Redact non-strategic holders by an explicit rule set.
- Render the result as print-ready Excel and PDF.
Why rule-based
- Repeatable. The same input gives the same redaction.
- Reviewable. The rule set is explicit, not improvised.
Manual aggregation and masking is slow and error-prone.
Building net positions from raw transactions by hand is tedious and easy to get subtly wrong, and manual redaction risks letting something through. A deterministic pipeline turns an exercise that took hours into one that takes minutes, with a consistent rule applied across the whole register. A person still signs off on the final output.
A capability pattern. No client registers, no figures, no employer process.