Draft profile
Separate format, algorithms, TSA sources, retention and permissions, with accountable ownership.
Versioned policy configuration, effective conditions and record-level history.
Keep preservation decisions consistent by revision and scope without silently changing record history.
| Prepare | Receive |
|---|---|
| Versioned period rules, algorithms, TSA selection, end-of-period handling, principal rights and storage configuration. | Applicable policy snapshot per object and change history without overwriting prior versions. |
Participants: Policy owners, approvers and tenant administrators.
Separate format, algorithms, TSA sources, retention and permissions, with accountable ownership.
Review effects on new and existing records. Resolve conflicts using an approved precedence policy.
Separate authoring/approval and record scope/effective time. A REVIEW website document is not an active configuration.
Records retain applied revisions; rollback creates a new decision instead of erasing history.
| Current | Guard | Actor | Next | Artifact / recovery |
|---|---|---|---|---|
| DRAFT | Accountable ownership and impact scope documented | Policy owner | REVIEW | Retain diff and impacted-object scope. |
| REVIEW | Independent approver accepts | Approver | APPROVED | Not automatically effective; time/environment conditions remain. |
| APPROVED | Approved activation conditions met | Configuration administrator | EFFECTIVE / SUPERSEDED | Objects retain applied revision; rollback is a new decision. |
| Situation | Action | Boundary |
|---|---|---|
| Conflicting policies | Block unresolved decisions or apply approved precedence. | Do not automatically choose the least restrictive option. |
| Retroactive change | Require explicit scope and approval. | Retain before/after history. |
| No policy-write API | Describe the target administrative workflow. | Publish only interfaces present in the current contract. |
Apply only EFFECTIVE policies with a release record. Separate internal approval from public publication; never auto-promote status.
Return an explicit error for unsupported policyId. Restore an approved configuration; existing objects retain historical policy references.
Retain intake-time policy snapshots, revision history and decisions activating the profile.
| API | Application scope | Documentation |
|---|---|---|
| GET /v1/profiles | policies:read | Policy and Profile API |
GET /v1/profiles/{profileId} | policies:read | Policy and Profile API |
GET /v1/policies/{policyId} | policies:read | Policy and Profile API |
POST /v1/archives/{archiveId}/holds | holds:write | Policy and Profile API |
| Element | Definition |
|---|---|
| Input | Versioned period rules, algorithms, TSA selection, end-of-period handling, principal rights and storage configuration. |
| Output | Applicable policy snapshot per object and change history without overwriting prior versions. |
