Operation Templates

Templates are starters

An Operation Template describes a reusable action category such as Create Record, Export Records, Read Customer PII, Change Permissions, or Approve Financial Action.

Templates speed up setup by suggesting action type, category, sensitivity, and policy preset. After creation, the protected operation is the runtime object.

Templates are not runtime targets. Sending a template key such as create_record to /api/evaluate fails; create and evaluate a concrete protected operation such as customer.create instead.

Typical flow

• Choose a template such as Create Record.
• Enter a concrete resource type such as customer or payment_transaction.
• Choose an operation key such as customer.create.
• Set sensitivity and assign a reusable policy.