Policy

Learn Policy concepts, complete author and reviewer workflows, operate the service, and recover safely.

Policy brings authoring, review, revision history, and delivery into one governed workflow. Authors prepare Data or artificial intelligence (AI) policies. Authorized reviewers return work or approve the exact submitted draft. Background services publish approved artifacts and collect target-specific delivery evidence.

Policy Panel is the web interface. Policy Library is its policy-listing workspace. An artifact is generated configuration for a target integration, not the author’s editable draft. Data policies describe protection for discovered data. AI policies describe runtime permissions for selected classifications and principals.

Approval, publication, and observed protection answer different questions. Use these guides to identify your responsibility and verify the relevant outcome. Use the glossary for shared terminology.

Choose Your Path

The following sections follow the Team Edition documentation order:

  1. Introduction introduces Policy and the author-to-reviewer workflow.
  2. Architecture explains components and integrations.
  3. Installation guides prerequisites, Helm chart installation, and verification.
  4. Configuration describes required, optional, and security settings.
  5. Backup and Restore covers backup verification and database recovery.
  6. Uninstallation separates retaining data from removing it.
  7. API Reference documents authentication, requests, responses, and examples.
  8. Usage guides authoring, review, approval, and delivery verification.
  9. Troubleshoot provides recovery instructions for failed tasks.
  10. Additional Information collects concepts, terminology, system operations, and common questions.

Introduction to Policy

Choose a Policy learning path and prepare accounts, catalogs, and example inputs.

Policy Architecture

Understand Policy components, integration responsibilities, and the boundaries between governance and delivery.

Install

Install the Policy Helm chart with prepared credentials, then sign in and open the Policy Library.

Configure Policy

Choose deployment values, runtime settings, and identity controls for Policy.

Back Up and Restore Policy

Take a logical backup, select a recovery snapshot, restore the database, and resume Policy safely.

Uninstall Policy

Remove Policy workloads while keeping recoverable data, or explicitly delete approved storage and the dedicated namespace.

Policy Application Programming Interface

Find Policy API contracts, an ordered lifecycle example, and authorized recovery references.

Work With Policies

Author policies, hand off review, and verify target-specific delivery.

Troubleshoot Policy

Choose a safe recovery path using symptoms, available evidence, and your authority.

Additional Information

Find Policy concepts, terminology, system operations, and frequently asked questions.

Last modified : November 03, 2026