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Reference

Policies

Heraldic crest — Policies

These are the standing rules the product enforces — not aspirations. Each maps to a concrete enforcement point: an engine check, a blocking gate, or a governed review path. The narrative version, with the reasoning behind each position, is at Design Principles.

Sources & ingest

PolicyWhat it enforces
Feeders feed, they never authorApplication and software inventories carry attribution evidence but can never create device records. Only trusted discovery sources mint new CIs.
Authoritative source owns each attributePer-attribute precedence, authored from evidence at onboarding, recorded field-by-field with the values it beat.

Identity

PolicyWhat it enforces
No hopeful importsRecords below the identity bar are blocked with the specific reason stated — a record you cannot identify is a scheduled duplicate.
Conflicts surface, never absorbOne-serial-many-hosts and one-host-many-serials are flagged for review; silent merging is prohibited.

Classification

PolicyWhat it enforces
Deployable leaf classesAutomatic classification targets only deployable leaf classes; abstract parents are rejected as rule targets at authoring, deployment, and runtime.
Collision-guarded rulesRule authoring checks substring predicates against observed values across all sources; consumer-platform rules require a corroborating condition.
Doubt routes to reviewRecords the rules cannot place with confidence go to a review queue with evidence — never into a catch-all default.

CSDM attribution

PolicyWhat it enforces
Content evidence anchors confirmationA placement is confirmed only on evidence found on the device itself; context can corroborate, never anchor; structural defaults never confirm.
Zero false confirms on the evaluation corpusNo engine release ships unless validation demonstrates zero false confirmations; operator confirms and rejects continuously feed the gate’s labels.
Endpoints park honestlyEnd-user devices attach to the management service that operates them — not force-attributed to business services on weak signals.
Coverage is three numbers, not oneBusiness-attributed / management-service / unassigned, computed by one shared predicate everywhere it appears.
Emission is staged; capture never isWhat ships grows with adoption stage (crawl/walk/run/fly); what the system learns is never gated; promotion is an operator decision on the record.
The workbook is a viewThe CSDM 5.0 workbook is generated from the governed model; hand-edited spreadsheets are never a source of truth.

Export

PolicyWhat it enforces
IRE-ready payloads, never table loadsEverything arrives at the instance as conditioned input to Identification and Reconciliation. Export quality gates block bundles that fail their checks.

Governance

PolicyWhat it enforces
The system authors, the operator reviewsConfiguration is AI-authored with rationale onto the decision record; operator overrides are first-class, attributable, and take precedence.
Recommend, don’t assertEvery recommendation carries a confidence band, evidence, and review status; low-confidence inferences become questions, never silent facts.
Every engine change is regression-provenChanges ship only after verification against pinned full-run baselines — byte-identical, or the difference is explained.
Data stays homeSingle-tenant deployment in your environment; discovery data never leaves it.

Honesty note

Policies differ in how they are held: most are engine-enforced or gate- blocking; a small number are review-doctrine applied by the governed authoring path. We track the difference internally and promote doctrine to engine enforcement as the machinery lands.