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A project may contain multiple Policy Sets. Each Policy Set groups together a set of Rules, can be tagged to a regulation it helps satisfy, and goes through a review workflow before it takes effect.

Creating a Policy Set

When creating a Policy Set, you can set:
  • Policy Set Name (required, 3–128 characters)
  • Description (optional) — what AI workflows it governs and what risks it addresses
  • Regulation (optional) — tag it against a compliance framework: GDPR, HIPAA, SOC 2, ISO 27001, PCI DSS, CCPA, NIST AI RMF, EU AI Act, DORA, FedRAMP, PIPEDA, LGPD, MAS TRM, or APRA CPS 234
  • Owner (optional) — the email or team responsible for the Policy Set
  • Data Classification (optional)
  • Scheduled Review (optional) — a date to revisit the Policy Set

Rules

Each Policy Set contains one or more Rules. A Rule defines:
  • Controls — one or more Controls the rule enforces
  • Scope — whether it applies to input, output, or both
  • Action — what happens on a match: block, flag, redact, or human_review
  • Ordering — the sequence rules are evaluated in
human_review routes the request to the Review Queue for a human decision instead of an automatic block or pass.

Lifecycle

A Policy Set moves through these statuses:
Draft → Pending Review → Active ⇄ Inactive → Archived
  • Draft — fully editable. Can be submitted for review or deleted.
  • Pending Review — awaiting an approver. The creator can cancel the review (returns to Draft); an approver can approve (→ Active) or send it back with a reason (→ Draft).
  • Active — enforced on live traffic. Can be deactivated (→ Inactive). Active Policy Sets cannot be deleted directly — deactivate first.
  • Inactive — not enforced, but retained. Can be reactivated or archived.
  • Archived — terminal state, cannot be reactivated. Kept for audit history.
Policy Sets can be duplicated from any status, which is useful for iterating on an Active set without affecting live enforcement until the copy is reviewed and activated.

How enforcement works

Each AI Agent can be assigned a Policy Set. Every request that agent handles is evaluated against the Active Policy Set’s Rules, in order, against the configured scope (input, output, or both). If a Rule matches:
  • block stops the request and returns an error
  • flag lets the request through but records the match for review in the Audit Log
  • redact removes or masks the matched content before continuing
  • human_review holds the request in the Review Queue until a reviewer approves or rejects it
If you need help aligning your Policy Sets to meet strict latency requirements, reach out to [email protected].