{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-products/wallet/sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":["admonition"]},"type":"markdown"},"seo":{"title":"Manage policies","description":"User guides, API reference, and support resources.","siteUrl":"https://docs.ripple.com/products/custody","lang":"en-US","llmstxt":{"hide":false,"sections":[{"title":"Table of contents","includeFiles":["**/*"],"excludeFiles":[]}],"excludeFiles":[]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"manage-policies","__idx":0},"children":["Manage policies"]},{"$$mdtype":"Tag","name":"Admonition","attributes":{"type":"warning","name":"Prerequisite"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["You must create a policy for an asset before an outgoing transaction can be made with that asset."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"create-a-policy","__idx":1},"children":["Create a policy"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In your wallet, locate the ‘Policies’ tab and click ‘Add Policy’"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select which digital asset you want the policy to govern",{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Only assets you currently hold in your wallet will be displayed as options. If you wish to create a policy in relation to an asset not held in your wallet, select ‘switch to non-standard asset’ and you will be prompted to enter the ‘contract’ and ‘symbol’ for your desired asset"]}]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select the policy type"," ","The Wallet-as-a-Service (Palisade) policy engine currently supports three type of policy:",{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Max total value"," ","A 'max total value' policy will limit the total amount of an asset that can ever be withdrawn"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Rolling duration"," ","A 'rolling duration' policy will limit the amount of an asset that can be withdrawn within a certain timeframe. Timeframes can be set based on a number of preset options or customised"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Per transaction"," ","A 'per transaction' policy sets the maximum amount of an asset that can be withdrawn on any single transaction"]}]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Set your ‘value limit’"," ","This is the total maximum value that can be transacted on this wallet"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select a counterparty or address"," ","You may choose to send assets to:",{"$$mdtype":"Tag","name":"ul","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["All counterparties (including all their addresses) and all wallets"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Selected counterparties and all their addresses"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Selected addresses from your address book"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Selected wallets from your organization"]}]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Optional: add an ‘initiator’"," ","You can limit transactions to a single user or set of API credentials"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Optional: add a ‘sign for address’"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Optional: select a transaction type"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Once all relevant sections of the form have been completed, click ‘Add Policy’."]}]},{"$$mdtype":"Tag","name":"Admonition","attributes":{"type":"warning","name":"Important"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Adding a policy will immediately affect all outgoing transactions. Any transaction exceeding the value in the policy will be stopped."]}]},{"$$mdtype":"Tag","name":"Admonition","attributes":{"type":"info","name":"Multiple policies"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["It's possible to create multiple policies for the same digital asset in Wallet-as-a-Service (Palisade)."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["When you initiate a transaction, the system automatically finds the policy that matches your transaction details."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Don't worry about having similar policies. Only one exact match is needed for the transaction to pass policy checks."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"edit-a-policy","__idx":2},"children":["Edit a policy"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Create a new policy for the same asset"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Set the same conditions with different values"]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["On creation, this will override the previous policy"]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"delete-a-policy","__idx":3},"children":["Delete a policy"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Policies can be deleted from the ‘actions’ bar in your table of policies."]},{"$$mdtype":"Tag","name":"Admonition","attributes":{"type":"info","name":"API documentation"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["See our ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"/products/wallet/api-docs/palisade-api/palisade-api"},"children":["Wallet-as-a-Service (Palisade) API reference"]}," for information on how to use policies via the API."]}]}]},"headings":[{"value":"Manage policies","id":"manage-policies","depth":1},{"value":"Create a policy","id":"create-a-policy","depth":2},{"value":"Edit a policy","id":"edit-a-policy","depth":2},{"value":"Delete a policy","id":"delete-a-policy","depth":2}],"frontmatter":{"title":"Manage policies","seo":{"title":"Manage policies"}},"lastModified":"2026-01-29T15:53:00.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/products/wallet/user-interface/policies/policies-manage","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}