A retention change affects many records; preview impact, approve it and retain the policy version.
Trusted Records · Trust
Policy, privacy and audit
Simulate and approve policy impacts before applying changes to records.
Inputs and starting conditions
Policy versions, record scopes, processing grounds, holds/retention, roles and audit requirements.
Workflow and control gates
- 01Draft version
- 02Simulate impact
- 03Review conflicts
- 04Approve / apply
- 05Audit / corrective action
Retain the policy version used for each decision. Consent applies only where appropriate; retention duties and holds need separate analysis. Audit exports enforce access and data scope.
Exceptions and recovery
A new policy conflicting with holds or privacy remains unapplied pending documented analysis and authorized review. Corrective actions need an owner, deadline and closure evidence.
Roles, outputs and states
| Responsibilities | Evidence and states |
|---|---|
| Compliance officers coordinate; owners/legal approve; platform administrators configure; auditors inspect history/evidence. | Policy/version, impact simulations, approvals, audit exports and corrective-action receipts. States: draft → in review → approved → effective / superseded. |
Scenario and acceptance criteria
Complete only when
Each record identifies the applicable policy and effective context.
Interfaces for this workflow
Integration handoff
End-to-end integration workflows
Connect technical states to business decisions instead of merely listing endpoints.
Read detailsOpenAPI and Swagger Reference
The proposed contract is rendered from one local specification; no network Try-It or real credentials.
Read detailsErrors and next actions
A consistent error envelope guides recovery without disclosing sensitive data.
Read detailsContinue the workflow
Proposed service policies
Policy content for project discussion; it is not confirmed as issued policy.
Read detailsTwo journeys, one records lifecycle
Connect paper and born-digital records through persistent identifiers, policies and evidence.
Read detailsIntegration quickstart
Exercise ingest → job tracking → registration → verification with synthetic data.
Read detailsStart with a verifiable scope.
Agree record classes, quality criteria, permissions and evidence before scaling.
Plan assessment