Transportation Tech
45 real test cases validating Microsoft Purview DLP policies before they ever touched production.
Test the DLP policy before it has to catch something real.
Project Overview
The client was deploying Microsoft Purview DLP policies but had no structured way to confirm the policies actually caught what they were designed to catch before they went live. KPThink built a full validation test playbook: safe, non-real test data for each sensitive-data category (PII, financial, PCI DSS), Copilot-specific DLP scenarios, cross-policy interaction cases, and deliberate edge cases, then executed all of them and tracked pass/fail results before the policies were trusted in production.
Client name and identifying details changed at the client's request to protect confidentiality. Technical scope and methodology described are accurate.
Client Requirements
- 1Confirmation that PII protection policies actually block or warn on the intended data patterns.
- 2Coverage of financial data and PCI DSS scenarios, not just generic PII.
- 3Validation of DLP behavior specifically inside Microsoft Copilot, not just classic Office apps.
- 4A repeatable playbook the client's own team can re-run after future policy changes.
Test Coverage by Category
Real test-case counts from the engagement's test playbook, laid out here for the first time, built entirely on Microsoft Purview's native DLP policy framework, no third-party DLP tooling.
45 total test cases across 5 categories
Services We Provided
The scope of work KPThink delivered for Transportation Tech.
Microsoft Purview DLP Policy Validation
Test Playbook Design
Compliance Test Execution & Tracking
Copilot-Specific DLP Testing
Key Features & Functionality
The main components of the solution and what each one does.
Category-by-Category Test Coverage
Dedicated test suites for PII protection, financial data, PCI DSS, and Copilot-specific DLP behavior, each with its own pass/fail tracking.
Safe, Synthetic Test Data
Every test used known-invalid, safe test values (e.g. standard test SSNs); real customer data was never used or put at risk during validation.
Cross-Policy & Edge Case Testing
Beyond the obvious cases, the playbook included cross-policy interactions and deliberate edge cases to catch gaps a straightforward test pass would miss.
What Changed for the Client
The practical results of the engagement, as documented in the project records.
Policy Gaps Found Before Production
Structured testing surfaced specific policy failures ahead of go-live, giving the client's team a concrete fix list instead of discovering gaps after a real incident.
A Repeatable Validation Playbook
The 45-case test suite is documented and reusable, so the client can re-validate DLP behavior whenever policies change rather than starting from scratch.
Coverage Beyond the Obvious
Testing extended into Copilot-specific scenarios and cross-policy edge cases: areas that a basic DLP policy review typically doesn't reach.
Challenges & Engineering Solutions
The main problems the engagement had to solve, and how KPThink addressed each one.
The Challenge:
DLP policies were being deployed in Microsoft Purview with no structured way to confirm they behaved as intended before real data was on the line.
KPThink's Solution:
Built a 45-case test playbook with safe synthetic data across PII, financial, PCI DSS, and Copilot scenarios, executed before the policies were relied on in production.
The Challenge:
Standard DLP reviews typically stop at the obvious PII cases and don't test how policies behave inside newer surfaces like Copilot or under overlapping policy conditions.
KPThink's Solution:
Added dedicated Copilot DLP test cases and cross-policy/edge-case scenarios so gaps in less-obvious areas were caught during validation, not after.
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