Create and manage stored policy rules

Save rule configuration with the guided builder and inspect its history. Stored rules, approvers, and schedules are not evaluated by the project-policy preview.

Purpose

Record rule configuration without mistaking it for enforced behavior. The project-policy preview reads the project's approval policy, not tenant-authored rules.

Who this is for

Workspace owners and admins maintaining saved policy configuration.

Prerequisites

A verified workspace owner or admin session.
The intended conditions, schedule, and approval settings you want to record.
At least one configured approver if the saved rule requires approval.

Steps

Open Policy Studio and wait for the saved configuration to load.
Choose Use template or New rule.
Name the rule and set its applies-to, risk, provider-readiness, schedule, approval, and block fields as configuration.
Review the builder's summary; it describes settings, not the outcome of an evaluator.
Choose Create rule to save it with Stored disabled status.
If intended, choose Enable stored rule. Stored enabled records a setting; it does not establish enforcement or change the project-policy preview.

Expected result

The rule appears with its stored status and configured fields. No provider action or approval request is created by saving this configuration.

Verification

Reopen the rule and confirm the saved fields match your choices.
The status says Stored enabled or Stored disabled, not enforced.
History lists the saved versions. Tenant-authored rules remain not evaluated by the project-policy preview.

If something goes wrong

The rule will not save: Resolve highlighted fields, including the rule name and required approvers, and check your owner or admin access.
Enabling a rule does not change a preview: That is expected: this preview has no evaluator for tenant-authored rules, their approvers, or schedules. Do not disable safeguards to seek a permissive result.
Configuration cannot be loaded: Check the current session and choose Refresh policy configuration. Do not rely on details from a previous workspace.

Permissions

Only workspace owners and admins can create, edit, duplicate, enable, or roll back stored rules. Preview access is separate: owners, admins, developer API users, and integration managers may preview project policy.

Support

If a rule will not save or enable, confirm your role first, then contact LumenReach support, which can help with Policy Studio configuration without accessing your content or credentials.