Custom Policy Type

Use Custom policies when you need a non-standard policy classification for specialized workflows, integrations, or custom evaluators.

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Step-by-step: Create a Custom policy (via Advanced JSON)

1

Navigate to Endpoint Privilege Manager → Policies

2

Click Create Policy

This will spawn the Create Policy modal form.

3

Define Policy Attributes

Choose a aptly discriptive name for your new policy.

Choose any existing policy type available in the UI for your new policy(this is just a starting template since Update Settings is set in JSON).

Choose a status for your new policy. We recommend monitor mode when initially setting up a policy.

Add one or more Controls by clicking on the "Add Control" button and then selecting the controls that you would like to see applied to your new policy.

Choose a User Group, a Machine Collection, and an Application Collection.

4

Configure Policy Targeting

Configure any targeting you want in the UI (collections/users/machines/apps/platforms). Who or What does your policy apply to?

5

Open the Policy’s Advanced Mode (JSON view)

To open the Policy's Advanced Mode, click on the "Advanced Mode" link in the bottom left corner of the Policy Form.

6

Redefine Policy Type in JSON

Set: PolicyType to "Custom"

7

Add Your Custom Fields

Add any custom fields your internal integration/evaluator expects (this is implementation-specific).

8

Save the Policy

Important Note

“Custom” is intentionally schema-less at the documentation level unless you publish:

• the required JSON schema/keys,

• what component consumes it,

• and how customers verify enforcement.

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Example JSON Snippets

Example 1: Custom policy (baseline allow)

Use this when you want a Custom policy that simply “matches” based on the same built-in checks, but does not require MFA/Justification/Approval.

{
  "PolicyName": "Custom - Baseline Allow",
  "PolicyType": "Custom",
  "PolicyId": "REPLACE_WITH_ID",
  "Status": "on",
  "Actions": {
    "OnSuccess": {
      "Controls": [
        "ALLOW"
      ]
    },
    "OnFailure": {
      "Command": ""
    }
  },
  "NotificationMessage": "A custom policy matched and allowed this action.",
  "NotificationRequiresAcknowledge": false,
  "RiskLevel": 25,
  "Operator": "And",
  "Rules": [
    {
      "RuleName": "UserCheck",
      "ErrorMessage": "This user is not included in this policy",
      "RuleExpressionType": "BuiltInAction",
      "Expression": "CheckUser()"
    },
    {
      "RuleName": "MachineCheck",
      "ErrorMessage": "This Machine is not included in this policy",
      "RuleExpressionType": "BuiltInAction",
      "Expression": "CheckMachine()"
    },
    {
      "RuleName": "ApplicationCheck",
      "ErrorMessage": "This application is not included in this policy",
      "RuleExpressionType": "BuiltInAction",
      "Expression": "CheckFile(false)"
    },
    {
      "RuleName": "DateCheck",
      "ErrorMessage": "Current date is not covered by this policy",
      "RuleExpressionType": "BuiltInAction",
      "Expression": "CheckDate()"
    },
    {
      "RuleName": "TimeCheck",
      "ErrorMessage": "Current time is not covered by this policy",
      "RuleExpressionType": "BuiltInAction",
      "Expression": "CheckTime()"
    },
    {
      "RuleName": "DayCheck",
      "ErrorMessage": "Today is not included in this policy",
      "RuleExpressionType": "BuiltInAction",
      "Expression": "CheckDay()"
    },
    {
      "RuleName": "CertificateCheck",
      "ErrorMessage": "Certificate hash is not included in this policy",
      "RuleExpressionType": "BuiltInAction",
      "Expression": "CheckCertificate()"
    }
  ],
  "UserCheck": [],
  "MachineCheck": [],
  "ApplicationCheck": [],
  "DayCheck": [],
  "DateCheck": [],
  "TimeCheck": [],
  "CertificationCheck": [],
  "Extension": {}
}

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Example 2: Custom policy that requires MFA + Justification + Approval

This mirrors Actions.OnSuccess.Controls, but with multiple controls.

{
  "PolicyName": "Custom - Require MFA + Justification + Approval",
  "PolicyType": "Custom",
  "PolicyId": "REPLACE_WITH_ID",
  "Status": "on",
  "Actions": {
    "OnSuccess": {
      "Controls": [
        "MFA",
        "JUSTIFY",
        "APPROVAL"
      ]
    },
    "OnFailure": {
      "Command": ""
    }
  },
  "NotificationMessage": "This custom policy requires MFA, justification, and approval before continuing.",
  "NotificationRequiresAcknowledge": false,
  "RiskLevel": 75,
  "Operator": "And",
  "Rules": [
    {
      "RuleName": "UserCheck",
      "ErrorMessage": "This user is not included in this policy",
      "RuleExpressionType": "BuiltInAction",
      "Expression": "CheckUser()"
    },
    {
      "RuleName": "MachineCheck",
      "ErrorMessage": "This Machine is not included in this policy",
      "RuleExpressionType": "BuiltInAction",
      "Expression": "CheckMachine()"
    },
    {
      "RuleName": "ApplicationCheck",
      "ErrorMessage": "This application is not included in this policy",
      "RuleExpressionType": "BuiltInAction",
      "Expression": "CheckFile(false)"
    },
    {
      "RuleName": "DateCheck",
      "ErrorMessage": "Current date is not covered by this policy",
      "RuleExpressionType": "BuiltInAction",
      "Expression": "CheckDate()"
    },
    {
      "RuleName": "TimeCheck",
      "ErrorMessage": "Current time is not covered by this policy",
      "RuleExpressionType": "BuiltInAction",
      "Expression": "CheckTime()"
    },
    {
      "RuleName": "DayCheck",
      "ErrorMessage": "Today is not included in this policy",
      "RuleExpressionType": "BuiltInAction",
      "Expression": "CheckDay()"
    },
    {
      "RuleName": "CertificateCheck",
      "ErrorMessage": "Certificate hash is not included in this policy",
      "RuleExpressionType": "BuiltInAction",
      "Expression": "CheckCertificate()"
    }
  ],
  "UserCheck": [],
  "MachineCheck": [],
  "ApplicationCheck": [],
  "DayCheck": [],
  "DateCheck": [],
  "TimeCheck": [],
  "CertificationCheck": [],
  "Extension": {}
}

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Example 3: Custom policy with a custom payload (for a plugin/integration)

This uses the same shape as our templated policies, but puts a structured payload into Extension. Your (plugin/integration) can read this.

{
  "PolicyName": "Custom - Integration Payload",
  "PolicyType": "Custom",
  "PolicyId": "REPLACE_WITH_ID",
  "Status": "on",
  "Actions": {
    "OnSuccess": {
      "Controls": [
        "ALLOW"
      ]
    },
    "OnFailure": {
      "Command": ""
    }
  },
  "NotificationMessage": "Custom policy payload published for integration consumption.",
  "NotificationRequiresAcknowledge": false,
  "RiskLevel": 30,
  "Operator": "And",
  "Rules": [
    {
      "RuleName": "UserCheck",
      "ErrorMessage": "This user is not included in this policy",
      "RuleExpressionType": "BuiltInAction",
      "Expression": "CheckUser()"
    },
    {
      "RuleName": "MachineCheck",
      "ErrorMessage": "This Machine is not included in this policy",
      "RuleExpressionType": "BuiltInAction",
      "Expression": "CheckMachine()"
    },
    {
      "RuleName": "ApplicationCheck",
      "ErrorMessage": "This application is not included in this policy",
      "RuleExpressionType": "BuiltInAction",
      "Expression": "CheckFile(false)"
    }
  ],
  "UserCheck": [],
  "MachineCheck": [],
  "ApplicationCheck": [],
  "DayCheck": [],
  "DateCheck": [],
  "TimeCheck": [],
  "CertificationCheck": [],
  "Extension": {
    "Schema": "com.company.integration.v1",
    "Mode": "monitor",
    "Endpoint": "https://integration.example/api/decision",
    "TimeoutSeconds": 10
  }
}