Work With Policies

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

Use Policy to propose protection, review changes, and follow delivery. Saving, approving, and protecting data produce different results. A draft holds proposed changes. A governed revision records approved intent. Compilation generates configuration for Policy Integration Manager (PIM) or Federated Guardrails. Publication delivers that configuration. After approval, follow the delivery guide to check whether the receiving product retrieved or applied it. Refer to states and revisions before interpreting a policy’s status.

Usage Pages

Start with access and preparation. Then follow the first-policy journey.

For other common tasks, use these guides:

Authors need edit capability and applicable policy access. Reviewers need review capability. Approvers need approval capability. These responsibilities do not define additional product roles. For an existing policy, ask its owner for owner/editor access in addition to the author role. Refer to roles and permissions.

For orientation, use the workflow map and use cases. For ongoing automation, see automatic recompilation. For failed delivery, follow recovery.


Author Data Policies

Select classified data, assign supported protection permissions, and save a reviewable Data draft.

Author Artificial Intelligence Policies

Configure Federated Guardrails permissions, inspect preview, and save an artificial intelligence policy for governance.

Policy Lifecycle and Governance

Hand off saved policy work between authors, reviewers, and approvers without confusing approval with delivery.

Monitor Delivery and Withdrawal

Separate approval, publication, consumer receipt, and target-specific protection evidence.

Create and Review Your First Policy

Follow a Data policy from a saved draft through separate-user review and delivery checks.

Common Policy Workflows

Choose a canonical journey for authoring, review, delivery, or retirement.

Policy Working Practices

Keep policy scope, review decisions, concurrency evidence, and target verification explicit.

Policy Use Cases

Match reader responsibilities to policy authoring, inspection, governance, and recovery outcomes.

Inspect and Use the Policy Library

Find policies, inspect current content and history, and choose authorized lifecycle actions.

Policy Authoring Procedures

Choose the Data or artificial intelligence authoring lane and follow its canonical tasks.

Policy Lifecycle Operations

Choose a task for editing, submitting, approving, restoring, or archiving a policy.

Policy Integration Flows

Understand how discovery, principal catalogs, native policy context, and target delivery affect policy work.

Last modified : November 03, 2026