Create Policy Version

curl --request POST \
  --url "https://api.roe-ai.com/v1/policies/POLICY_ID/versions/?organization_id=YOUR_ORG_ID" \
  --header "Authorization: Bearer YOUR_API_KEY" \
  --header "Content-Type: application/json" \
  --data '{
    "version_name": "version 2",
    "content": {
      "guidelines": {
        "categories": [
          {
            "title": "Updated Verification Rules",
            "rules": [
              {
                "title": "Enhanced signature validation",
                "description": "All signatures must be verified against the authorized signatory list",
                "flag": "RED_FLAG"
              }
            ]
          }
        ]
      },
      "instructions": "Apply enhanced review procedures.",
      "dispositions": {
        "classifications": [
          {"name": "Approved", "description": "Document passes all checks"},
          {"name": "Rejected", "description": "Document fails one or more checks"}
        ]
      }
    }
  }'

{
  "id": "456e7890-e89b-12d3-a456-426614174002",
  "version_name": "version 2",
  "content": {
    "guidelines": {
      "categories": [
        {
          "title": "Updated Verification Rules",
          "rules": [
            {
              "title": "Enhanced signature validation",
              "description": "All signatures must be verified against the authorized signatory list",
              "flag": "RED_FLAG"
            }
          ]
        }
      ]
    },
    "instructions": "Apply enhanced review procedures.",
    "dispositions": {
      "classifications": [
        {"name": "Approved", "description": "Document passes all checks"},
        {"name": "Rejected", "description": "Document fails one or more checks"}
      ]
    }
  }
}

{
  "content": ["This field is required."]
}

{
  "content": ["Invalid new format content: guidelines.categories[0].rules[0].title must be a non-empty string"]
}

POST

policies

{policy_id}

versions

curl --request POST \
  --url "https://api.roe-ai.com/v1/policies/POLICY_ID/versions/?organization_id=YOUR_ORG_ID" \
  --header "Authorization: Bearer YOUR_API_KEY" \
  --header "Content-Type: application/json" \
  --data '{
    "version_name": "version 2",
    "content": {
      "guidelines": {
        "categories": [
          {
            "title": "Updated Verification Rules",
            "rules": [
              {
                "title": "Enhanced signature validation",
                "description": "All signatures must be verified against the authorized signatory list",
                "flag": "RED_FLAG"
              }
            ]
          }
        ]
      },
      "instructions": "Apply enhanced review procedures.",
      "dispositions": {
        "classifications": [
          {"name": "Approved", "description": "Document passes all checks"},
          {"name": "Rejected", "description": "Document fails one or more checks"}
        ]
      }
    }
  }'

{
  "id": "456e7890-e89b-12d3-a456-426614174002",
  "version_name": "version 2",
  "content": {
    "guidelines": {
      "categories": [
        {
          "title": "Updated Verification Rules",
          "rules": [
            {
              "title": "Enhanced signature validation",
              "description": "All signatures must be verified against the authorized signatory list",
              "flag": "RED_FLAG"
            }
          ]
        }
      ]
    },
    "instructions": "Apply enhanced review procedures.",
    "dispositions": {
      "classifications": [
        {"name": "Approved", "description": "Document passes all checks"},
        {"name": "Rejected", "description": "Document fails one or more checks"}
      ]
    }
  }
}

{
  "content": ["This field is required."]
}

{
  "content": ["Invalid new format content: guidelines.categories[0].rules[0].title must be a non-empty string"]
}

Create a new version of an existing policy. The new version is automatically set as the current version for the policy.

Creating a new version does not modify existing versions. All previous versions remain accessible and can be restored using the Set Current Version endpoint.

Path Parameters

Parameter	Type	Required	Description
`policy_id`	uuid	Yes	UUID of the policy to add a version to

Query Parameters

Parameter	Type	Required	Description
`organization_id`	uuid	Yes	UUID of the organization for access control

Request Body

Field	Type	Required	Description
`version_name`	string	No	Name for this version (auto-generated if not provided, e.g., “version 2”)
`content`	object	Yes	Policy content structure (see below)

Content Object

The content field accepts a JSON object with the following optional sections:

Field	Type	Description
`guidelines`	object	Hierarchical structure with `categories` array containing rules
`guidelines.categories[].title`	string	Category title (required)
`guidelines.categories[].description`	string	Category description (optional)
`guidelines.categories[].rules`	array	List of rules in this category
`guidelines.categories[].rules[].title`	string	Rule title (required)
`guidelines.categories[].rules[].description`	string	Rule description (optional)
`guidelines.categories[].rules[].flag`	string	`GREEN_FLAG` or `RED_FLAG` (optional)
`guidelines.categories[].rules[].sub_rules`	array	Nested sub-rules (optional)
`instructions`	string	Free-form text instructions for the agent
`dispositions`	object	Classification options with `classifications` array
`dispositions.classifications[].name`	string	Classification name (required)
`dispositions.classifications[].description`	string	Classification description (optional)
`dispositions.classifications[].prompt`	string	Prompt for when to use this classification (optional)
`summary_template`	object	Template for generating summaries
`summary_template.template`	string	Handlebars-style template string

curl --request POST \
  --url "https://api.roe-ai.com/v1/policies/POLICY_ID/versions/?organization_id=YOUR_ORG_ID" \
  --header "Authorization: Bearer YOUR_API_KEY" \
  --header "Content-Type: application/json" \
  --data '{
    "version_name": "version 2",
    "content": {
      "guidelines": {
        "categories": [
          {
            "title": "Updated Verification Rules",
            "rules": [
              {
                "title": "Enhanced signature validation",
                "description": "All signatures must be verified against the authorized signatory list",
                "flag": "RED_FLAG"
              }
            ]
          }
        ]
      },
      "instructions": "Apply enhanced review procedures.",
      "dispositions": {
        "classifications": [
          {"name": "Approved", "description": "Document passes all checks"},
          {"name": "Rejected", "description": "Document fails one or more checks"}
        ]
      }
    }
  }'

{
  "id": "456e7890-e89b-12d3-a456-426614174002",
  "version_name": "version 2",
  "content": {
    "guidelines": {
      "categories": [
        {
          "title": "Updated Verification Rules",
          "rules": [
            {
              "title": "Enhanced signature validation",
              "description": "All signatures must be verified against the authorized signatory list",
              "flag": "RED_FLAG"
            }
          ]
        }
      ]
    },
    "instructions": "Apply enhanced review procedures.",
    "dispositions": {
      "classifications": [
        {"name": "Approved", "description": "Document passes all checks"},
        {"name": "Rejected", "description": "Document fails one or more checks"}
      ]
    }
  }
}

{
  "content": ["This field is required."]
}

{
  "content": ["Invalid new format content: guidelines.categories[0].rules[0].title must be a non-empty string"]
}

Authorizations

Authorization

string

header

required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Path Parameters

policy_id

string<uuid>

required

Query Parameters

organization_id

string<uuid>

Organization ID. This is required for access control. It can be provided via query or request body depending on the endpoint.

Body

application/json

Serializer for creating a new policy version

content

any

required

version_name

string

Version name (auto-generated if not provided)

Required string length: 1 - 255

base_version_id

string<uuid>

write-only

ID of the version this was derived from

Response

Policy version created successfully.

Serializer for creating a new policy version

string<uuid>

required

read-only

content

any

required

version_name

string

Version name (auto-generated if not provided)

Maximum string length: 255

API Documentation

Agents

Database

Roe Datasets

Policies

Webhooks

Path Parameters

Query Parameters

Request Body

Content Object

Authorizations

Path Parameters

Query Parameters

Body

Response

​Path Parameters

​Query Parameters

​Request Body

​Content Object

Authorizations

Path Parameters

Query Parameters

Body

Response

Path Parameters

Query Parameters

Request Body

Content Object