WorkflowClinical Development

Clinical Trial Disclosure & Redaction

Clinical trial disclosure redaction that hides every identifier the same way on every page — and shows you where it didn't

Clinical documents posted on time with no patient left identifiable.

See one case, screen by screen ↓
demo6,214redactionsproposed overnight across a 2,140-page study report package, each with its rule
demo38placeswhere one subject number appears across 3 documents, shown together in one lens
demo0.06riskhighest re-identification risk once the last readable occurrence was hidden — under the 0.09 threshold
target2daysto review a clinical study report, not 11
In short

What is Clinical Trial Disclosure & Redaction?

Preparing clinical documents for publication by removing what identifies patients, investigators and staff, and what is commercially confidential, with a justification for each redaction. Clinical Trial Disclosure & Redaction has five agents read every page, propose each redaction with the authority's rule, keep each identifier hidden the same way across documents and score re-identification risk; the disclosure lead accepts each one.

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Updated

The problem

Why one missed subject number undoes a whole redaction

Regulators now publish what a sponsor submits. EMA Policy 0070 publishes the clinical study reports behind a new medicine, the EU Clinical Trials Regulation publishes trial documents in CTIS, and Health Canada's Public Release of Clinical Information does the same. Before any of it goes public the disclosure team must remove every patient identifier and every investigator's personal details, redact only what is genuinely commercially confidential, and justify each redaction. A Phase 3 package — the CSR body, Appendix 16.1 and the Appendix 16.2 patient data listings — runs to thousands of pages, marked today page by page in a PDF tool, in-house or by a vendor.

The failure is rarely the page in front of you. It is the other two thousand: a subject number hidden on page 412 but left readable in a listing footnote on page 1,806, because it broke across a line, sat split across table cells or was written another way. One readable ID ties a row of real visit dates back to a person. Since the revised CTIS transparency rules removed deferral for applications from 18 June 2024, redaction is the only way to protect personal data and commercially confidential information — and each confidential redaction must be justified.

typical0.09riskthe re-identification risk threshold EMA and Health Canada expect anonymised reports to meet, or a justified alternative
demo2,140pagesin one Phase 3 study report package in the working solution: CSR body, Appendix 16.1 and 16.2
demo14identifiersfound hidden on one page and readable on another in that package, overnight
Where a study report's working days goestimated
By hand11 days
With the solution2 days
  • Marking subject numbers, dates, ages and sites page by page4 → 0.5 d
  • Investigator and staff names, signatures and contacts1.5 → 0.3 d
  • Confidential passages and their justifications2 → 0.5 d
  • Checking the same identifier across the body and listings2 → 0.3 d
  • Re-identification risk and the anonymisation report1.5 → 0.5 d

Estimated split for one Phase 3 clinical study report and its appendices, by hand and with the solution.

How it works

How a study report moves

Five specialist agents find, rule, link and score every redaction; a disclosure lead accepts each one.

What comes in
Documents in3 documents · CSR body, Appendix 16.1, 16.2 listings
Agents at work
Personal-data findersubjects + staff
Confidential-information finderpassages + reasons
Then
Rule applierredact · recode · offset
Then
Consistency checkerevery place, every form
Then
Anonymisation report writerrisk score + report
A person decides
Disclosure leadaccepts every redaction
What comes out
Redacted documents
Justification table
Anonymisation report
One case, step by step

One study report, from overnight read to a clean proposal

Veltara Therapeutics owes EMA its Policy 0070 redaction proposal for Study VLT-418-301 — neravimab in moderate-to-severe ulcerative colitis, Phase 3, 2,140 pages — by 25 October 2026. It is 13 October. Here is what happens next, screen by screen, in the working solution.

  1. 01Morning, 12 days out

    Every package going public, by authority and deadline

    Ines Marchetti · Clinical disclosure lead

    Six disclosure packages are on her board. VLT-418-301 and the VLT-418-302 extension CSR are due to EMA on 25 October; the VLT-207-201 protocol amendment and informed consent form are due in CTIS on 21 October; the same VLT-418-301 report goes to Health Canada on 9 December. Each row shows its stage — Read, Proposed, Reviewed, Justified, Risk scored, Submitted — and its owner.

    VLT-418-301 · Health Canada PRCI: “Read · reuses the EMA decisions.”

  2. 0202:10 – 05:48

    Five agents read 2,140 pages overnight

    The agents

    The personal-data finder reads text, tables and 312 scanned pages, and marks 4,380 spans about subjects and 1,212 about investigators and staff. The confidential-information finder marks 622 redactions in 124 passages and drafts a justification for each. The rule applier matches all 6,214 proposals to 9 rules: 412 subject numbers recoded, dates offset to study day, ages in 10-year bands, 11 small sites pooled to country.

    “Waiting for Ines Marchetti · nothing is accepted without a person.”

  3. 0305:12

    14 identifiers handled differently across 3 documents

    Consistency checker

    The consistency checker links 1,946 identifiers to every place they appear. Fourteen were hidden on one page and readable on another: four broken across a line, three split across table cells, three written another way — VX418/23/0457, 10040222, 3307 0091 — two on scanned signature pages and two in page headers. By 08:52 Ines has accepted 13 fixes. One is still open: 1004-0217 on page 1,806.

    “A page-by-page tool searches for the text it was told about.”

  4. 04Page 412

    The page itself is the screen

    Ines Marchetti · Clinical disclosure lead

    CSR §10.2, Important protocol deviations, opens at reading size with every proposed redaction as a coloured bar: blue for patient identifiers, violet for investigators and staff, amber for confidential information. A rail down the left shows redaction density across all 2,140 pages. 5,876 of 6,214 are accepted; 214 are below the 0.90 confidence bar and 124 confidential redactions wait for a signed reason. Package risk reads 0.21.

  5. 05One click

    Where else does subject 1004-0217 appear?

    Ines Marchetti · Clinical disclosure lead

    She clicks the redaction over subject 1004-0217: rule P-01, Subject identifier, EU CTR Art. 81(4)(a), recoded as Subject 112, proposed by the personal-data finder at 0.99 confidence. The consistency lens lights 38 places across three documents — 6 in the CSR body, 3 in Appendix 16.1, 29 in Appendix 16.2. Thirty-seven are hidden. One is not.

    “Readable on page 1,806. 37 of 38 are hidden; in Listing 16.2.6.1 footnote b the ID breaks across a line, ‘1004-’ / ‘0217’, so it was read as two numbers.”

  6. 06Page 1,806

    The ID broke across a line

    Consistency checker

    Listing 16.2.6.1, Mayo score by visit at Week 52, footnote b. The subject is hidden in the listing row above, but the footnote that explains it carries the ID in two halves. Left as it is, it links that row — female, 67, Site 1004, a site with 6 subjects — back to the subject. Risk for this subject: 0.21 now, 0.06 once hidden.

  7. 07Redacted

    Same rule, same code, all 38 places

    Ines Marchetti · Clinical disclosure lead

    She redacts it with P-01, recoded as Subject 112, as on the other 37 pages. The lens turns green — hidden the same way in all 38 places — and the last of the 14 inconsistencies is closed. The pattern goes to the personal-data finder for the next package only after a person approves it.

    “Redacted with P-01 · recoded as Subject 112 · 38 of 38 hidden · package risk 0.06.”

  8. 08As published

    The patient hidden, the results readable

    Ines Marchetti · Clinical disclosure lead

    One switch shows the page as the public will see it: subject numbers as Subject 104 to Subject 121, ages as bands such as 60–69, visit dates as study days. The Mayo scores — stool, bleeding, endoscopy, PGA and total — stay readable, because results, design and methods of analysis are never redacted.

    Rule K-01: results, design and methods of analysis — “Never redacted” (EU CTR Recital 68).

  9. 09Recomputed

    Risk back to 0.06, under 0.09

    Anonymisation report writer

    Re-identification risk is computed only from accepted decisions, as prosecutor risk against the 0.09 threshold. With page 1,806 hidden, Belgium — 6 sites, 34 subjects — falls from 0.21 to 0.06, and every subject in every site group is at 0.06 or below. The report draft lists how each identifier is handled, from recoded subject numbers to pooled small sites.

    “An agent may not change a decision to lower the score.”

  10. 10Signed

    Six confidential passages, six reasons, one signature

    Rafael Brandt · Legal counsel, IP and confidentiality

    Six of 124 passages wait for legal: the cell line and fed-batch titre, purification steps and yield, the formulation buffer, a 400 mg autoinjector for an unannounced indication, the VTX-AM-117 assay reagents and the potency bioassay cell line. Rafael confirms each is commercially confidential and signs by e-signature — 124 of 124. Next, Mei Fujita, data protection officer, approves the anonymisation report; then Ines submits.

    “Submitting needs every redaction decided, every justification signed and the risk at or under 0.09.”

Who it’s for

Built for everyone who signs off a publication.

The same study report, seen by the five people who carry it to publication — what their package looked like, and what it looks like now.

IM
Ines MarchettiClinical disclosure lead · accepts every redaction
Clinical disclosure lead
Before
Owns every Policy 0070, CTIS and Health Canada package, and knows one subject number left readable on page 1,806 fails the whole anonymisation.
Now
Opens a package already read overnight, accepts redactions a page at a time above the confidence bar, and sees every place an identifier appears before she decides.
TL
Tomás LindqvistRedaction reviewer · listings and appendices
Redaction reviewer
Before
The second pair of eyes on listings and appendices — one page at a time, while the leak is on a page he isn't looking at.
Now
Works from the consistency check: every identifier handled differently, with the page it is readable on and why it was missed. He proposes changes; Ines accepts.
HO
Dr. Hana OkoyeMedical writer · author of the CSR
Medical writer
Before
Answers, passage by passage, what is science and what is a person — and wants the patient redacted, not the result.
Now
Sees the page as published: the patient recoded and banded, the results, design and methods still readable.
RB
Rafael BrandtLegal counsel, IP and confidentiality · signs every justification
Legal counsel
Before
Writes a reason for every confidential passage EMA will read, and rejects claims he cannot defend in one sentence.
Now
Gets each passage with a drafted justification, its page and category, and signs or rejects it; results and methods are kept public by rule.
MF
Mei FujitaData protection officer · approves the report
Data protection officer
Before
Has to be shown the risk number and how it was reached before a report leaves the building.
Now
Approves the risk method and reads the anonymisation report written from the accepted decisions, site group by site group.
Built on the engine

5 agents. Each with one job, and hard limits.

Five specialist agents find, rule, link and score every redaction; a disclosure lead accepts each one.

Personal-data finder

Finds subject numbers, dates, ages, sites, batch numbers and the names, signatures and contacts of investigators and staff — including IDs broken across lines or cells and text in scanned pages.

  • Never marks results or methods of analysis
  • Below the 0.90 confidence bar, each proposal goes to a person one by one
Confidential-information finder

Finds passages that may be commercially confidential — manufacturing process, formulation, unpublished analytical methods, unannounced plans — and drafts the justification for each.

  • No confidential claim without a drafted justification
  • Never proposes redaction of results, study design or statistical methods
Rule applier

Matches every proposal to the authority's rule and the method — redact, recode, band, offset — and produces the published form, with the study's stable subject code list.

  • Never invents or edits a rule — people do
  • The same input always gives the same output
Consistency checker

Links every occurrence of every identifier across all documents in a package, in any form, and flags any place it is readable or handled differently, with the reason it was missed.

  • Proposes the fix; never marks it resolved — a person accepts it
  • Learned patterns reach the finder only after approval
Anonymisation report writer

Computes prosecutor re-identification risk from the accepted decisions, reports the highest value against 0.09 with the page that causes it, and drafts the anonymisation report and the justification table.

  • Never changes a decision to lower a score
  • A person approves and signs
Disclosure lead

Accepts each redaction; legal signs justifications. The agents propose; a named person decides.

Ask in plain words

Ask about any page, identifier or rule

Ask about any page, identifier or rule — or say what to change. Every answer points to the page, the check or the table it came from.

Where else does subject 1004-0217 appear?

In 38 places across three documents: 6 in the CSR body, 3 in Appendix 16.1 and 29 in Appendix 16.2. 37 are hidden and recoded as Subject 112. One is readable: page 1,806, Listing 16.2.6.1, footnote b, where the ID breaks across a line.

Why is the package risk above 0.09?

Because of one subject. 1004-0217 is at Site 1004 in Ghent, which has only 6 subjects; with the ID readable on page 1,806 the risk for that subject is 0.21. Every other subject is at 0.06 or below. Hiding that one occurrence brings the package to 0.06.

Which confidential passages still need a signature?

Six of 124, all drafted overnight: four in CSR §9.4.2 — cell line, purification yield, formulation, and an unannounced autoinjector — plus assay VTX-AM-117 on page 412 and the potency bioassay in Appendix 16.1.9. Rafael Brandt signs them.

Reuse these decisions for the Health Canada package

The 6,214 decisions on VLT-418-301 can be copied to the Health Canada package as proposals, with the same recoding, so the two publications match. Health Canada has its own rules, so the 622 confidential redactions go back to Rafael Brandt for a fresh look. Nothing is applied until you accept it.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

Page reviewThe page at reading size with every proposed redaction coloured by kind, the 2,140-page rail, what is open in the package and the package risk.
Disclosure packagesEvery document going public, by authority and deadline, with its pages, stage and owner.
The overnight runWhat each of the five agents did, when, and the redactions proposed by document and by kind.
Consistency across documents1,946 identifiers linked; the 14 handled differently, where each is readable and why a page-by-page pass missed it.
The consistency lensOne redaction with its rule, agent and confidence, and all 38 places the same subject appears — one still readable.
The readable occurrencePage 1,806: the ID broken across a line in a listing footnote, the rule to apply, and the subject's risk now and once hidden.
Hidden the same way everywhereRedacted with P-01 and recoded as Subject 112 — consistent in all 38 places.
As publishedThe page as the public will see it: subjects recoded, ages banded, dates as study days, results readable.
Anonymisation reportHighest re-identification risk by site group against 0.09, the report sections and how each identifier is handled.
Confidential-information justificationsEach confidential passage with its page, category, justification and status — signed, waiting or kept public.
Legal signsLegal counsel confirms each passage is commercially confidential and signs the waiting justifications by e-signature.
Disclosure rulesWhat each authority expects hidden and how — recode, offset, band, generalise, redact — with the reference and how often each rule was used.
SettingsConfidence bar, recoding, dates, ages, small-site pooling, the risk threshold, who decides and what leaves the building.
Governance

Built for publication: ruled, signed, on the record.

A person accepts every redactionThe agents propose; the disclosure lead accepts, changes the rule or marks it not personal data with a reason. “Accept without a person” is off and locked.
Every redaction carries its ruleEach one shows the authority's rule and reference, the method, the agent that proposed it, its confidence and who accepted it — and every other place the same identifier appears.
Confidential claims are signedEvery confidential passage carries a justification drafted by the agent and signed by legal counsel by e-signature, in the table EMA asks for with the proposal.
The science stays readableResults, design and methods of analysis are never redacted. Seventeen passages proposed as confidential in the sample package were kept public.
Risk from decisions, not the other wayRe-identification risk is computed only from accepted decisions, by a method the data protection officer approved. No agent may change a decision to lower the score, and the DPO approves the report.
The original never leavesThe unredacted original stays in a locked store and is never part of an output. Every decision is on the audit trail, and internal audit can read everything and change nothing.
Configuration

Your disclosure policy, not ours

How proposals are made, who decides and what leaves the building are settings — and the rule sets per authority are changed by people, never by an agent.

SettingDefaultChoose from
Confidence bar0.90Below it, proposals go to a person one by one; above it they can be accepted a page at a time
Accept without a personOff — lockedNo redaction is ever applied without a person accepting it
Subject numbersSubject 1 … 412Recoded the same way in every document and every package for this study
Dates and agesStudy day · 10-year bandsDates offset from randomisation; 90 and over pooled
Small sitesUnder 11 subjectsPooled to country
Risk threshold0.09Highest prosecutor risk allowed for any subject
Who decidesDisclosure lead · legal counsel · DPOAccepts redactions · signs justifications · approves the report
What leaves the building4 outputsRedacted PDFs, proposal PDF with annotations, justification table, anonymisation report — never the original
Connections

Works with the documents a disclosure package is made of

Clinical study reportsthe CSR body, synopsis and lay summary, text and scanned pages
Appendices 16.1 and 16.2study information, investigators, batches and patient data listings
Protocols and consent formsprotocol amendments and informed consent forms for CTIS
Disclosure rules per authorityEMA Policy 0070, EU CTR · CTIS and Health Canada PRCI
Confidential-information listthe sponsor's justification list and what is already public
Subject list and site directorysubjects, sites, investigators and staff, for recoding and pooling
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
0identifiers
left readable at publication, every occurrence linked across documents
Page by page14 inconsistencies
With the consistency lens0 readable
target
0.06
re-identification risk, under the 0.09 threshold EMA and Health Canada use
of the 0.09 threshold
target
2days
to review a clinical study report, not 11
By hand11 days
With agents2 days

“demo” = seen in the working solution, on its sample study data · “target” = the design goal, measured in the live solution; 11 days is an illustrative sponsor baseline · “estimated” = our estimate · “typical” = published figure (Branson et al., Trials 2020 — the 0.09 re-identification risk threshold used by EMA and Health Canada). Context: Regulation (EU) 536/2014 Art. 81(4) and Recital 68 · EMA revised CTIS transparency rules (2024) · EMA Policy 0070. People, companies, studies, products and sites named on this page are fictional — characters and sample data in the working solution.

Questions

What disclosure and transparency teams ask us.

What is clinical trial disclosure redaction?

Preparing clinical documents for publication by removing what identifies patients, investigators and staff, and what is commercially confidential, with a justification for each redaction. Clinical Trial Disclosure & Redaction has five agents read every page, propose each redaction with the authority's rule, keep each identifier hidden the same way across documents and score re-identification risk; the disclosure lead accepts each one.

Which authorities does it cover?

It works with rule sets for EMA Policy 0070, the EU Clinical Trials Regulation in CTIS and Health Canada's Public Release of Clinical Information. Each rule names what is hidden, how it is published and the reference, and decisions made for one package can be copied to another as proposals.

How does it stop an identifier being missed on another page?

The consistency checker links every occurrence of each identifier across all documents in a package — including IDs broken across a line, split across table cells, written another way or in scanned pages and headers. Selecting a redaction shows every other place the same thing appears and flags any that is still readable, so one decision covers all of them.

Does it calculate re-identification risk for the anonymisation report?

Yes. The anonymisation report writer computes prosecutor risk per subject from the accepted decisions and reports the highest value against the 0.09 threshold, by site group, with the page that causes any subject to exceed it. It drafts the report sections; the data protection officer approves the method and the report.

Does it redact results or methods?

No. Results, study design and methods of analysis are never redacted, and the confidential-information finder never proposes them. Confidential redactions cover passages such as manufacturing process, unpublished analytical methods and development plans not yet public, each with a justification legal counsel signs.

Do people stay in control of what is published?

Yes. No redaction is applied without a person accepting it — that setting is locked. The disclosure lead accepts redactions and submits, legal counsel signs every confidentiality justification, the data protection officer approves the anonymisation report, and the unredacted original never leaves the locked store.

Can we use our own rules and recoding scheme?

Yes. The confidence bar, subject recoding, date offset, age bands, small-site pooling, risk threshold, approvers and outputs are settings, and the rule sets per authority are changed by people, never by an agent.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents — your disclosure SOPs, your confidential-information list and a sample of past study report packages — and it goes live once every quality gate has passed. We will walk you through it on your own documents first.

See it on
your study reports.

We'll run Clinical Trial Disclosure & Redaction on a sample of your own past disclosure packages.