Platform Policy Rule Generate

Authoring Policy Rule Definitions

Gating: requires the EnforceOMatic and PolicyRuleMDAPI org permissions. Min API version: 64.0 (66.0 for conditions using PolicyJsonExpression).

This skill covers the on-disk metadata XML format for authoring policies. Use it whenever a task asks to write a *.policyRuleDefinition or *.policyRuleDefinitionSet file, or ship a metadata package containing them. The runtime side (RuleProvider, hooks) is out of scope.

Eval coverage: This skill is exercised by the team's ADK eval framework, not by tests/evals/ under the skill directory. Five datasets covering the ACCESS / GOVERNANCE / RECORD / TRANSFORM variants live in packages/adk-eval/eval/domains/platform-policy-rule-generate/datasets/.

1. Package Layout

A deployable package always contains:

<fixture>/
  package.xml
  policyRuleDefinitionSets/<setName>.policyRuleDefinitionSet
  policyRuleDefinitions/<ruleName>.policyRuleDefinition

package.xml template (use <version>[ftest]</version> for ftests, 64.0 or higher for real orgs):

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>Rule0</members>
        <name>PolicyRuleDefinition</name>
    </types>
    <types>
        <members>Set1</members>
        <name>PolicyRuleDefinitionSet</name>
    </types>
    <version>64.0</version>
</Package>

2. PolicyRuleDefinitionSet Schema

<PolicyRuleDefinitionSet xmlns="http://soap.sforce.com/2006/04/metadata">
    <label>Set1</label>
    <description>Optional free text</description>
    <replicated>false</replicated>             <!-- MinAppVersion 260 -->
    <builderCompatible>true</builderCompatible> <!-- MinAppVersion 262, author-settable -->
    <!-- builderValidated: server-managed — do not set in authored XML -->
</PolicyRuleDefinitionSet>

3. PolicyRuleDefinition — Core Fields

4. Category Decision Tree

Category names a domain (where in the platform's enforcement layers the rule applies). Effect names the action (allow / deny / transform). They are independent except for TRANSFORM.

The only Category × Effect rule the platform validates:

• effect=Transform ⇔ category=TRANSFORM_POLICY_RULE_DEFINITION (bidirectional; mismatched throws INVALIDFORCATEGORY).
• All other categories (ACCESS, GOVERNANCE, RECORD, IDENTIFIED_RECORD) accept either Permit or Forbid.

Note on the platform's auto-fill default: When <category> is omitted from authored XML, the server fills it in from effect: Permit→ACCESS, Forbid→GOVERNANCE, Transform→TRANSFORM. This is a default-fill, not a validation. If you author an explicit category that contradicts this default, it is accepted and persisted as-is.

Picking the category

What kind of policy?
│
├── OLS/FLS allow/deny on tagged or classified resources
│     category = ACCESS_POLICY_RULE_DEFINITION (allow/deny attestation in the access plane)
│              | GOVERNANCE_POLICY_RULE_DEFINITION (governance-audited)
│     effect = Permit | Forbid (chosen independently from category)
│     resourceScopeType = ANY | FIELD | DATASPACE
│     NO <policyRuleResourceDomains>
│     condition: resourcePath=TAG|CLASSIFICATION CONTAINS_ANY <ref>
│     For "objects AND all their fields" → action=TupleRead + OR-of-ENTITYTYPE clause (§7)
│     Note: "Block access to Foo object" → tag Foo with <yourTag>, write rule on tag
│        Do NOT use <resourceDomain>Foo</resourceDomain> — forbidden for ACCESS/GOVERNANCE
│
├── Row-level filter on a DMO/DLO
│     category = RECORD_POLICY_RULE_DEFINITION
│     effect = Permit | Forbid
│     resourceScopeType = RECORD
│     <policyRuleResourceDomains> = the DMO/DLO API name  ← entity targeting allowed here
│
├── Identified-Guest record access
│     NOT authorable via MDAPI — SESSION_CONSUMER_ID is not in RuleContextPathType
│        Must be implemented as a runtime RuleProvider.
│
└── Field masking
      category = TRANSFORM_POLICY_RULE_DEFINITION   ← required by RuleBuilder validator
      effect = Transform                            ← required by RuleBuilder validator
      resourceScopeType = FIELD (structured) or SPAN (unstructured)
      <policyRuleResourceDomains> = the DMO whose field is masked
      <resourceTransform> required (e.g. NULL_RESOURCE_TRANSFORM, LAST_N_CHARS_RESOURCE_TRANSFORM)

ACCESS vs GOVERNANCE — how to choose

Both legally accept Permit and Forbid. Pick by which enforcement layer should record/audit the rule and what the prompt literally asks for:

Important — honor the explicit category in the prompt. If the prompt says "ACCESS policy rule that denies …" or "GOVERNANCE policy rule that permits …", emit exactly that category. Do not silently swap to the auto-fill default just because effect is Forbid (or Permit). The platform accepts both. The agent must not override the user's stated intent.

Scope × category compatibility — any combination outside this matrix throws INVALIDFORCATEGORY:

5. Condition Patterns (Quick Reference)

Every <conditions> block needs all four: <clause>, <operator>, one path element, and the value.

<conjunctionExpression> is 1-indexed prefix notation: 1, (AND 1 2), (OR 1 2), (AND (OR 1 2) (AND 3)). A bare top-level index like 1 is valid for deploy but crashes the Data Governance Policy Builder UI — see §7 if UI editability matters.

For full path enums (RulePrincipalPathType, RuleResourcePathType, RuleContextPathType), operators, and JSON expressions (PROJECTION / ARGLIST / SOQLTARGETLISTEXPR), see references/policy-schema-full.md. For copy-paste templates for all policy variants, see references/templates.md.

6. Validation Guardrails

1. Every <conditions> needs an <operator>. Missing operator → reject.
2. Every <conditions> needs at least one path element (<resourcePath>, <principalPath>, <contextPath>, or <valueDomain>).
3. <contextPath> is exclusively SESSION_DATASPACE. Never put a resource path value there.
4. Scope × category must be in the §4 matrix. Common offenders: ACCESS/GOVERNANCE + RECORD scope; RECORD + ANY/FIELD scope; TRANSFORM + ANY/RECORD scope. (Effect is independent of category except for TRANSFORM — see §4.)
5. <resourceTransform> and effect=Transform are coupled. Transform effect needs a resourceTransform. Permit/Forbid must not have one.
6. <policyRuleResourceDomains> is required for RECORD (RLS) and FIELD-scope TRANSFORM; forbidden on ACCESS/GOVERNANCE.
7. <conjunctionExpression> indices must match actual <conditions> count. Off-by-one → reject.
8. <clause> inside <conditions> must match the wrapper (WHEN inside <when…>, UNLESS inside <unless…>).
9. JSON literals in <valueString> must escape " to ". Wrong escaping silently corrupts the literal.
10. Reference targets (<valueReference>, <resourceDomain>) must exist in the target org at deploy time.
11. SCALAR_ATTRIBUTE / PLURAL_ATTRIBUTE are not in RulePrincipalPathType — not in MDAPI contract. Use a runtime RuleProvider for those shapes.
12. IDENTIFIED_RECORD is not authorable via MDAPI — SESSION_CONSUMER_ID not in RuleContextPathType.
13. Standard tag/classification dev names are fully-qualified dotted paths (e.g. DataGovernanceTags.ExternalData.Visibility.Public). Retrieve an existing rule to get the exact string before authoring.
14. Min API versions: PolicyRuleDefinition = 64.0; PolicyJsonExpression conditions = 66.0; <replicated> = 260+; <builderCompatible> / <builderValidated> = 262+.

Note on <conjunctionExpression> shape: A bare top-level index (e.g. <conjunctionExpression>1</conjunctionExpression>) deploys cleanly — the server-side parser accepts bare tokens at the top level. It is not a deploy-time validation error. It does, however, crash the Data Governance Policy Builder UI on load — see §7.