Exporting smart policies

Once you have made changes to a policy, you can export these changes and import the policy to another institution, sharing those changes automatically. 

 An export includes your entire configuration, this includes: data providers, checks, tasks, risk models, products, application flows, forms, and custom fields. Any relationships or dependencies are persisted.

Live, archived, and draft policies can be exported.

  • You have Read and write permission for the Policy builder as well access permissions for Policy import and export.
  • You are using policy versioning.

To export a policy:

  1. Navigate to the Policy Builder tab. 
  2. Go to Version history and click the Export icon next to the policy you want to export.
  3. Follow the onscreen instructions to export the policy into a ZIP file. 
    You can then import the policy to another institution. 

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