Currency conversion and Masking of data in description

Server-Side Components/Business Rules/Currency conversion to USD/Readme.md

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+This script automates the conversion of an annual budget value from a selected currency to USD using exchange rates stored in the fx_rate table. It performs the following steps:
+
+Extracts the currency code from the budget_currency field.
+Validates the input amount and currency.
+Checks if the currency is already USD; if so, it directly stores the amount.
+Queries the fx_currency table to confirm the currency exists.
+Retrieves the most recent exchange rate for both the selected currency and USD.
+Calculates the converted amount using the formula:
+USD Amount = (Original Amount / Source Rate) × USD Rate
+Stores the result in the u_annual_budget_usd field.
+Includes error handling for missing or invalid data.

Server-Side Components/Business Rules/Currency conversion to USD/currency conversion.js

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+(function executeRule(current, previous /*null when async*/) {
+
+    // Extract the first 3 characters of the budget currency code (e.g., "INR", "EUR")
+    var currencyCode = current.budget_currency ? current.budget_currency.toString().substring(0, 3) : '';
+
+    // Convert the annual budget value to a float
+    var amount = parseFloat(current.annual_budget);
+
+    // Validate input: If currency code is missing or amount is not a valid number, clear the USD field and exit
+    if (!currencyCode || isNaN(amount)) {
+        current.u_annual_budget_usd = '';
+        return;
+    }
+
+    // If the currency is already USD, no conversion needed — store the original amount
+    if (currencyCode === 'USD') {
+        current.u_annual_budget_usd = amount;
+        return;
+    }
+
+    // Check if the currency exists in the fx_currency table
+    var currencyGR = new GlideRecord('fx_currency');
+    currencyGR.addQuery('code', currencyCode);
+    currencyGR.query();
+
+    // If currency is not found, clear the USD field and exit
+    if (!currencyGR.next()) {
+        current.u_annual_budget_usd = '';
+        return;
+    }
+
+    // Get the latest exchange rate for the selected currency from fx_rate table
+    var fxGR = new GlideRecord('fx_rate');
+    fxGR.addQuery('currency.code', currencyCode);
+    fxGR.orderByDesc('sys_updated_on'); // Sort by most recent update
+    fxGR.setLimit(1); // Limit to the latest record
+    fxGR.query();
+
+    // If no exchange rate found, clear the USD field and exit
+    if (!fxGR.next()) {
+        current.u_annual_budget_usd = '';
+        return;
+    }
+
+    var rate = parseFloat(fxGR.getValue('rate')); // Exchange rate for selected currency
+
+    // Get the latest exchange rate for USD from fx_rate table
+    var fxGR1 = new GlideRecord('fx_rate');
+    fxGR1.addQuery('currency.code', 'USD');
+    fxGR1.orderByDesc('sys_updated_on'); // Sort by most recent update
+    fxGR1.setLimit(1); // Limit to the latest record
+    fxGR1.query();
+
+    // If no USD exchange rate found, clear the USD field and exit
+    if (!fxGR1.next()) {
+        current.u_annual_budget_usd = '';
+        return;
+    }
+
+    var usdRate = parseFloat(fxGR1.getValue('rate')); // USD base rate
+
+    // Perform conversion only if both rates are valid and non-zero
+    if (!isNaN(rate) && !isNaN(usdRate) && rate !== 0) {
+        var convertedAmount = (amount / rate) * usdRate; // Convert to USD
+        current.u_annual_budget_usd = convertedAmount; // Store the converted value
+    } else {
+        gs.info("Invalid exchange rate values");
+        current.u_annual_budget_usd = '';
+    }
+
+})(current, previous);
+``

Server-Side Components/Business Rules/Mask Sensitive Data in Description

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+

Server-Side Components/Business Rules/Mask Sensitive Data in Description Field/MaskSensitiviteData.js

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+(function executeRule(current, previous /*null when async*/) {
+
+
+
+    // Only run if description has a value
+    if (current.description) {
+        var desc = current.description.toString();
+
+
+        // Regex patterns for sensitive data
+        var ccRegex = /\b\d{13,16}\b/g;                     // 13–16 continuous digits
+        var ccSpaced = /\b(\d{4}[- ]?){3}\d{4}\b/g;         // 4-4-4-4 with spaces/dashes
+        var ssnRegex = /\b\d{3}-\d{2}-\d{4}\b/g;            // US SSN
+        var phoneRegex = /(\+?\d{1,2}[- ]?)?\(?\d{3}\)?[- ]?\d{3}[- ]?\d{4}/g; // phone
+
+        var masked = desc;
+
+        // Apply masking with messages
+        if (ccRegex.test(desc)) {
+            gs.addInfoMessage("Credit card pattern found → masking");
+            masked = masked.replace(ccRegex, "****-****-****-****");
+        }
+
+        if (ccSpaced.test(desc)) {
+            gs.addInfoMessage("Spaced/dashed credit card pattern found → masking");
+            masked = masked.replace(ccSpaced, "****-****-****-****");
+        }
+
+        if (ssnRegex.test(desc)) {
+            gs.addInfoMessage("SSN pattern found → masking");
+            masked = masked.replace(ssnRegex, "***-**-****");
+        }
+
+        if (phoneRegex.test(desc)) {
+            gs.addInfoMessage("Phone number pattern found → masking");
+            masked = masked.replace(phoneRegex, "**********");
+        }
+
+        // If changes were made, update the description
+        if (masked !== desc) {
+            current.description = masked;
+            gs.addInfoMessage("Final masked description: " + masked);
+            gs.log("Masking rule triggered on record: " + current.number, "MaskingRule");
+        } else {
+            gs.addInfoMessage("No sensitive data detected, nothing masked.");
+        }
+    }
+
+})(current, previous);

Server-Side Components/Business Rules/Mask Sensitive Data in Description Field/readme.md

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+

Server-Side Components/Business Rules/Readme.md

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+Automatically replaces sensitive patterns (like credit card numbers) with masked text