> For the complete documentation index, see [llms.txt](https://docs.ovaledge.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.ovaledge.com/release8.2/governance-catalog/policy-manager/policy-operations.md).

# Policy Operations

## Policy Associations

Policy associations refer to the connections established between defined policies and the specific assets or components they govern.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfCzY3V_xh4TXU01wEQBateOwRA2bBhVVc7tnOk7ng4KOYOibwDssEunEIo-kGpW34CcecSkEGdBYWYcJsvR8BVvk17BTSuXCRVOvzjDn1HC1K_Jw7mnZG0b1UBc1lKNksgLQl3kQ?key=cAWO76oDf4vLglUKO7kuug" alt=""><figcaption></figcaption></figure>

Policies can be associated with:

* **Data Objects:** Schemas, Tables, Table Columns, Files, File Columns, Reports, Report Columns, Codes, APIs, and API Attributes.

## Related Policies

The related policies refer to a set of interconnected rules or guidelines that collectively support compliance, risk management, and operational consistency across an organization. For example, a data retention policy may be related to a data privacy policy, both of which align with overarching regulatory requirements, such as the General Data Protection Regulation (GDPR).

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXegRlR2oYNV-VWbC1LKx0Roi4tIYt_Un0U5FoMYC1qweBOOYZgK6WCCIfUKo8wCM3PGxjXN4jQwuHYMkJHxnkpmcuzbDmmikhtvgUNE5deAi3p9zi8W7UppJD_7GUmG0ZVAM8e4iQ?key=cAWO76oDf4vLglUKO7kuug" alt=""><figcaption></figcaption></figure>

The related policy displays other policies linked to the current policy for reference. It also helps avoid policy duplication and ensures consistency.

## Additional Information (Custom Fields for Policy)

Users can define custom metadata fields for policies, enabling support for organisation-specific compliance tracking and management.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXegTekdCOyCMqCzv3CrbDfCzrnzA3LQRQ6-cOibW5mUH-NOdue2hFXBKSQYEo6uIN_3N2XXKTwuQm0g4DV_77KR_SqpHOTyh5CypMttIusbPmz8C84oZsaQP-thXvYAEqUZQoVLUg?key=cAWO76oDf4vLglUKO7kuug" alt=""><figcaption></figcaption></figure>

Navigate to Administration > Custom Fields, and select Policy from the Object Type drop-down list. Here, users can configure different custom fields related to Policy Manager.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdnF_UGTuZm1yLT8AHBWG4bLlYp6b1b4I3gudO4cmZzNBihMTxxE7PK4kOYNGOR62WT0JbkYOdFU3L8v84Mfi8w_cFRKKrmnHwcphZikmVAN99iNDHNBBfaXPkNeZvJliy9TEsr?key=cAWO76oDf4vLglUKO7kuug" alt=""><figcaption></figcaption></figure>

## Change Logs

A change log is essential for maintaining transparency, accountability, and traceability within an organization. It provides a detailed record of all modifications made to a policy over time, including the changes made, the individuals responsible, and the implementation period. Moreover, in the event of audits, disputes, or policy breaches, the change log serves as a vital reference point for clarifying intent and establishing responsibility, thereby supporting robust governance and risk management practices. It tracks all modifications, approvals, and user actions, providing an audit trail for compliance and accountability.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXflOne-gPM-YJYK72D-ZW9PWzO9O-17HILsYGi_Y8isES-tRiYpw8_IAqqNY6ORvp4ZY6QDInowdLGqJ5FO7bb2MMU11CkRXrGAUAxxqiBmGdlfm207d8g3G4Spjc8rl7wE_zOdxQ?key=cAWO76oDf4vLglUKO7kuug" alt=""><figcaption></figcaption></figure>

## 9 Dots Operation

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXekdNCPsTcVYB3Yz6ziUXSZcMaGhotbYqMWDSCg1e6BhwkpTqAVpf6-IeAtDNz5AmHHjZ1wkSkH589ydVF5zsA70kuv80PL5TyWVzPJ14iBgYsXbEoJsjTrVotIm7AeN0IJZgsC_g?key=cAWO76oDf4vLglUKO7kuug" alt=""><figcaption></figcaption></figure>

The 9 dots menu provides advanced policy management actions such as the following:

1. Save as Template – This option creates a reusable policy template.
2. Duplicate Policy – This option clones an existing policy for modifications.
3. Update Governance Roles – This option modifies access control and responsibilities.
4. Delete Policy – This option removes policies that are obsolete or no longer in use.

## Integration with Data Catalog

The Policy Manager integrates with the Data Catalog, enabling policy-to-data linkage by associating policies with specific data objects. It supports enforcement monitoring to ensure data assets comply with linked policies.&#x20;

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXemc9FZsH4qCBZTXWTGuhnzGkXUZzqYrGjtuR5Wy1WC1-rsfYpzXBpl09Uj5iCDbLoRWuqHszB_sCQMxGg_dDtX-wxO4jvaGfFzNNOrwb8NkY5eDp9xD9rZm0MkyLI0T8iCM8Q6jg?key=cAWO76oDf4vLglUKO7kuug" alt=""><figcaption></figcaption></figure>

## Audit Trials

Audit Trails capture all changes made to Policies, including updates to policy names, actions (additions or deletions), the user who modified, and the modification date.

Navigate to Administration > Audit Trials > Others. Select the Category (Governance Catalog) and Subcategory (Policy Manager).

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXekH2T0i4zk_bLWCltvnCLDuTRgylrCmfj0l4qzmhDB0GPOA9-lxpNEvStZa3um7iaQL1BJ0uxzznUZ3O0RmM0VI5JAPpKtmkUcdRLQ9bGvkrlhuBk5RZswTHwlGJpkDGINYVKL-w?key=cAWO76oDf4vLglUKO7kuug" alt=""><figcaption></figcaption></figure>

<br>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.ovaledge.com/release8.2/governance-catalog/policy-manager/policy-operations.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
