Setting Up Attributes

Setting Up Attributes

Attributes are managed in Policy Engine, not Settings.

1. Open Policy Engine from the main menu.

2. Select the Attributes tab.

3. Click Add category.

4. Enter a Name — this is the unique identifier for the Attribute — then click Create.

5. In the new row, add Accepted Values (the options users can select when tagging content). You can also add a description.

6. Click the checkmark to save. The Attribute is then available for reviews and policy logic.

Using Dynamic Step Execution with Attributes

Dynamic Step Execution enhances policy flexibility by automatically referencing and applying content from a linked database based on Attribute values. This is especially useful for regulatory scenarios that vary by region, product type, or audience.

How It Works:

• Condition-Based Matching:

  Each condition (e.g., a U.S. state, audience type, or product category) can have its corresponding regulatory statement stored in a linked database file — one entry per row.

• Automatic Text Retrieval:

  When a review is triggered, Protege Review replace a variable in the prompt with the content’s Attribute values (e.g., State = California) and fetches the relevant disclosure or text from the database file.

• One Policy, Many Conditions:

  Instead of creating multiple policies for each variation, you can configure a single dynamic policy that checks the database and applies the appropriate rule or disclosure based on context.

Example:

If a product has different disclosures required for California, Texas, and New York:

• You store each disclosure in the database under the respective state.

• The dynamic step automatically retrieves and applies the correct disclosure based on the State Attribute assigned to the content.

This approach reduces duplication, simplifies policy management, and ensures compliance with varying regulatory requirements — all within a single, efficient policy structure.

External Databases for AttributesAdd Variables to Steps