Restrict viewable data with RLS

[kvnbn]

I have a table that lists all payments made from insurance companies to our client. Sample data:

Table Name: Insurance Payments

Insurance	Payment Amount	Payment Date
Delta	$500	09/18/23
Gamma	$1000	08/17/23
Beta	$200	08/19/23

I want to visualize all of the payments in a pie chart, grouped by insurance. However, there are over 100 insurances, so to avoid having 100 slices in the pie chart, I want to group the insurances into a few major companies and the rest will be placed in a "smaller insurance" category. We have multiple clients and I want to do this across all our clients' reports, but I don't want to manually group the insurances on each client's report.

I was thinking of creating a master list of all insurances, grouping them in Excel, adding this list to each client's report, then creating a relationship between this master table and the insurance payments table. This way, whenever we receive payment from a new insurance, I can just add it to the master list and it will be automatically grouped when I refresh the report. Example:

Table Name: Insurance Master List

Insurance	Insurance Group
Delta	1
Gamma	2
Beta	1

For privacy purposes, however, I would like for the client to only know about the insurances that they have payments from. For example, if client A has payments from Delta, and client B has payments from Gamma, I don't want client A to know that Gamma is even an option, which they might find out from looking at the underlying dataset and seeing the master list. So if client A happens to access the master list, they should see: 

Insurance	Insurance Group
Delta	1

Is there a way to accomplish this? I was thinking of RLS but I'm not sure how I would go about doing that with DAX. I don't want to hide the entire master list otherwise the client won't be able to see any groupings whatsoever (correct me if I'm wrong). Please let me know if there is a more elegant solution as well

[parry2k]

@kvnbn RLS is the way to go, first, you have to decide the restriction granularity, is it at the Group level or the Insurance company level?

[kvnbn]

It's at the Insurance company level