Classifier Templates

Classifier templates let you group classifiers into reusable configurations for different compliance frameworks, use cases, or scan profiles. Instead of manually enabling and disabling classifiers before each scan, you select a template that defines exactly which classifiers should run.

What Templates Are

A template is a named collection of classifier IDs with an optional description and default flag. When you start a scan with a template selected, only the classifiers in that template are active for that scan. This does not change the global enable/disable state of classifiers — templates override the active set for the duration of the scan only.

Common template examples:

Creating a Template

1. In the Customer Dashboard, navigate to Classifiers in the sidebar.
2. Switch to the Templates tab.
3. Click Create Template.
4. Fill in the template details:
   • Name (required) — A descriptive name for the template (e.g., “PCI-DSS Compliance”)
   • Description (optional) — Additional context about when to use this template
5. Select classifiers to include:
   • The dialog shows all available classifiers with checkboxes
   • Use the search field to filter classifiers by name or category
   • Selected classifiers show a green checkmark
   • The header displays the count of selected classifiers
6. Optionally toggle Set as Default to make this template the pre-selected option for new scans.
7. Click Save.

Setting a Default Template

The default template is automatically pre-selected when creating a new scan. To set a default:

1. Navigate to Classifiers > Templates.
2. Click Edit on the template you want as default.
3. Toggle Set as Default to on.
4. Click Save.

Alternatively, when creating a new template, enable the Set as Default toggle during creation.

When a default template exists, the New Scan dialog will pre-select it. You can still change or remove the template selection before starting the scan.

Using Templates in Scans

When you open the New Scan dialog (from the Scans page):

1. Select a connector.
2. Choose a scan type (Full Discovery, Incremental, or Targeted).
3. Under Classifier Template, select the template to use.
   • If a default template exists, it is pre-selected automatically.
   • Select “None” to use all enabled classifiers (no template filtering).
4. Click Start Scan.

The scan will only execute the classifiers included in the selected template. All other classifiers are skipped for that scan, regardless of their global enable/disable state.

Editing a Template

1. Navigate to Classifiers > Templates.
2. Click the template card to open the edit dialog.
3. Modify the name, description, default flag, or classifier selection.
4. Click Save.

Changes take effect on the next scan that uses this template. Running scans are not affected.

Deleting a Template

1. Navigate to Classifiers > Templates.
2. Click the Delete button (trash icon) on the template card.
3. Confirm the deletion.

Deleting a template does not affect past scan results or currently running scans. If the deleted template was the default, no template will be pre-selected for new scans until you set a new default.

Template vs. Global Classifier State

It is important to understand the relationship between templates and the global classifier enable/disable toggles:

Templates provide scan-level override without changing the global configuration. This makes it safe to keep all classifiers enabled globally while using templates to scope individual scans.

API Reference

Templates are managed through the following API endpoints:

# List all templates
GET /api/v1/classifiers/templates
 
# Create a template
POST /api/v1/classifiers/templates
{
  "name": "PCI-DSS Compliance",
  "description": "Payment card industry classifiers",
  "classifier_ids": ["clf_001", "clf_002", "clf_003"],
  "is_default": true
}
 
# Update a template
PUT /api/v1/classifiers/templates/:id
 
# Delete a template
DELETE /api/v1/classifiers/templates/:id

Learn More

• Classifiers — Full classifier reference and configuration
• Scan Management — Starting scans with templates
• Detection-as-Code — Version-controlled classifier definitions