Policy

Define rules that control how the ledger behaves.

A policy defines a set of rules that control ledger behavior. Different policy types handle different concerns, and they are the primary mechanism for configuring what is allowed, required, or automated in a ledger instance.

Policies cover a wide range of behaviors:

  • Access policies control who can perform actions on records
  • Status policies require multiple approvals before a status change
  • Labels policies validate which labels are allowed on a record
  • Layout policies define record templates that pre-fill fields
  • Schedule policies trigger scheduled actions like report generation
  • Processing policies delegate record operations to bridges via aspects
  • Authentication policies configure OAuth2 access for signers
  • Custom policies are a way to store external rules in ledger

New policy types are added over time as the ledger evolves.

Endpoints

MethodPathDescription
POST/policiesDefine rules that control access, approval requirements, or automated behaviors.
GET/policiesQuery policies with filtering, sorting, and pagination.
GET/policies/{id}Retrieve a policy by its handle or LUID.
PUT/policies/{id}Submit a new version of a policy.
DELETE/policies/{id}Permanently remove a policy from the ledger.
POST/policies/{id}/proofsSubmit a signed proof to a policy record.

Access & History

MethodPathDescription
POST/policies/{id}/access/!checkEvaluate what actions a signer can perform on this policy.
GET/policies/{id}/changesRetrieve the change history of a policy by its handle or LUID.
GET/policies/{id}/changes/{change}Retrieve a change record for a policy by handle or LUID and change number.

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