KBP-004 · Knowledge base · wealth

Wealth knowledge base restricted to licensed advisers

Compiled into the runtime gateway and evaluated inline on every prompt, tool call and completion in scope. Owned by Wealth Compliance.

Simulate this policymediumenforcingEdit in rule builder

Triggers / 30d

18

blocks, masks and escalations

Integrations bound

0

enforced at each connection

Severity

medium

owner Wealth Compliance

Added latency

7 ms

p99 within the 60 ms budget

Rule definition

Compiled expression

When

  • collection = kb/wealth-products
  • requester lacks adviser entitlement

Then

  • deny retrieval
  • log entitlement gap

Policy as code

apiVersion: truint.ai/v1
kind: KnowledgeBasePolicy
metadata:
  id: KBP-004
  name: "Wealth knowledge base restricted to licensed advisers"
  owner: "Wealth Compliance"
  scope: "Knowledge base · wealth"
spec:
  severity: medium
  mode: enforce
  knowledgeBase:
    sources:
      - "kb/wealth-products/factsheets"
      - "kb/wealth-products/suitability"
    classification: Confidential
    maxAgeDays: 60
    minCitationCoverage: 85
    retentionMonths: 60
    audiences:
      - "Licensed advisers"
  when:
    - "collection = kb/wealth-products"
    - "requester lacks adviser entitlement"
  then:
    - "deny retrieval"
    - "log entitlement gap"

Knowledge base scope

Collections and grounding thresholds

Sources
kb/wealth-products/factsheets, kb/wealth-products/suitability
Classification
Confidential
Max source age
60 days
Min citation coverage
85%
Retention
60 months
Permitted audiences
Licensed advisers

Governance metadata

Policy ID
KBP-004
Owner
Wealth Compliance
Scope
Knowledge base · wealth
State
Enforcing inline
Catalog version
2026.07.3
Last change
2026-07-22 · approved by AI Council

Bound integrations

Where this rule executes

Applies estate-wide rather than to a specific connection.

Recent evaluations

Decisions where this rule fired

No evaluations from this rule in the current buffer.