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Edit Rule

Click the pencil icon on any existing rule to modify it. All fields are editable. The system checks that your edits do not create a rule with parameters that fully or partially overlap an existing rule. If a conflict is detected, the save is rejected.

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Copy / Duplicate Rule

Click the copy icon to open a pre-filled Add Rule panel with the selected rule’s settings. You must assign a new name before saving. Use this when you want to create a variant of an existing rule. For example, the same policy applied to a different asset or vault. Note: The Edit and Copy buttons currently share the same “Add Rule” panel interface. A UI update is planned to label them “Edit Rule” and “Duplicate Rule” respectively for clarity.

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Validation & Error Handling

The Policy Engine enforces several validation rules to maintain consistency:
  • Duplicate detection:  If a new or edited rule matches the parameters of an existing rule (same vault, action, creator, counterparty, asset, chain combination), the save is blocked with an error.
  • No matching policy: If a transaction is initiated and no active rule matches all criteria, the transaction is automatically blocked.
  • Mandatory approver logic: If a mandatory approver is configured, the transaction will not proceed even if the minimum approval count is reached, until the mandatory approver has signed.
  • Creator’s own signature:  The creator of a transaction is required to sign it as a baseline. This is enforced at the validation layer and is separate from the policy’s minimum approval count.