Policies

Policies allow you to create versioned, structured rulesets that agents use for document processing, compliance checking, and classification tasks. Instead of embedding rules directly in agent prompts, policies provide a centralized way to manage guidelines, instructions, and classification dispositions.

Use Cases

Compliance checking: Define rules and red/green flags for reviewing documents against regulatory requirements
Document classification: Create disposition categories for agents to classify documents into
Structured extraction: Provide hierarchical guidelines that agents follow when extracting information
Audit workflows: Maintain versioned policies for traceability and rollback capabilities

How Policies Work

Create a policy at the organization level with a name and description
Add versions to the policy, each containing structured content (guidelines, instructions, dispositions)
Link the policy to one or more agents via the agent’s engine configuration
Run agent jobs - agents apply the policy’s current version when processing documents
Update policies by creating new versions without breaking existing agent configurations

Policy Versioning

Policies use a versioning model similar to agents:

Each policy has multiple versions containing the actual content
One version is marked as the current version
Agents reference a specific policy version via policy_version_id
Creating a new version automatically sets it as current
You can switch back to previous versions at any time

Policy Content Structure

Each policy version contains structured JSON content with four optional sections:

Guidelines

A hierarchical structure for organizing rules:

{
  "guidelines": {
    "categories": [
      {
        "title": "Document Verification",
        "description": "Rules for verifying document authenticity",
        "rules": [
          {
            "title": "Check signatures",
            "description": "Verify all required signatures are present",
            "flag": "RED_FLAG",
            "sub_rules": [
              {
                "title": "Authorized signatories",
                "description": "Signatures must match authorized personnel list"
              }
            ]
          }
        ]
      }
    ]
  }
}

Field	Description
`categories`	Top-level groupings of related rules
`rules`	Individual rules within a category
`sub_rules`	Nested rules for additional detail
`flag`	Optional `GREEN_FLAG` or `RED_FLAG` indicator

Instructions

Free-form text instructions for the agent:

{
  "instructions": "Review all documents for compliance with company policy. Flag any discrepancies and provide detailed reasoning for each decision."
}

Dispositions

Classification options for agent outputs:

{
  "dispositions": {
    "classifications": [
      {
        "name": "Approved",
        "description": "Document meets all requirements",
        "prompt": "Select this when all compliance checks pass"
      },
      {
        "name": "Rejected",
        "description": "Document fails one or more requirements",
        "prompt": "Select this when any critical rule is violated"
      },
      {
        "name": "Needs Review",
        "description": "Document requires manual review",
        "prompt": "Select this for edge cases or unclear situations"
      }
    ]
  }
}

Summary Template

A Handlebars-style template for generating structured summaries:

{
  "summary_template": {
    "template": "## Review Summary\n\n**Decision**: {{disposition}}\n\n**Findings**:\n{{#each findings}}\n- {{this}}\n{{/each}}"
  }
}

Linking Policies to Agents

Policies are linked to agents through the agent’s engine configuration. When creating or updating an agent version, specify the policy_version_id to use:

{
  "engine_config": {
    "policy_version_id": "123e4567-e89b-12d3-a456-426614174000"
  }
}

Policies cannot be deleted while they are in use by any agent. You must first unlink all agents before deleting a policy.

API Reference

List Policies

Get all policies in your organization

Create Policy

Create a new policy with initial version

Create Version

Add a new version to an existing policy

Set Current Version

Change which version is active

Get Started

Agents

SQL Workspace

Data Resources

Webhooks

MCP Server

Enterprise

Use Cases

Release Notes

Policies

Use Cases

How Policies Work

Policy Versioning

Policy Content Structure

Guidelines

Instructions

Dispositions

Summary Template

Linking Policies to Agents

API Reference

List Policies

Create Policy

Create Version

Set Current Version

​Use Cases

​How Policies Work

​Policy Versioning

​Policy Content Structure

​Guidelines

​Instructions

​Dispositions

​Summary Template

​Linking Policies to Agents

​API Reference

List Policies

Create Policy

Create Version

Set Current Version

Use Cases

How Policies Work

Policy Versioning

Policy Content Structure

Guidelines

Instructions

Dispositions

Summary Template

Linking Policies to Agents

API Reference