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Manage Data and Subscription Policies

Policy API reference guide

The policy endpoint allows you to manage and review policies in Immuta. This page outlines the endpoint and its request and response parameters.

Additional fields may be included in some responses you receive; however, these attributes are for internal purposes and are therefore undocumented.

Policy workflow

  1. Create and manage policies.

  2. Search for, review, and compare policies.

  3. Delete Global Policies.

Create and manage policies

MethodPathPurpose

POST

/policy/global

Create a Global Policy with a given entityType.

POST or PUT

/policy/handler/{dataSourceId}

Create (POST) or update (PUT) a policy for the specified data source.

POST

/policy/global/applyPolicy

Apply a Global Policy to a data source.

PUT

/policy/global/{policyId}

Update the specified Global Policy.

Create a global policy with a specified entity type

POST /policy/global

Create a Global Policy with a given entityType.

Query parameters

AttributeDescriptionRequired

body

array Contains Global Policy metadata.

Yes

Payload parameters

See the Policy Handler Objects tutorial for payload examples and details.

Response parameters

When successful, the response returns the body of the request payload.

Request example

This example request creates a Global Policy (saved in the example-payload.json file) in the Immuta tenant.

curl \
    --request POST \
    --header "Content-Type: application/json" \
    --header "Authorization: Bearer dea464c07bd07300095caa8" \
    --data @example-payload.json \
    https://demo.immuta.com/policy/global

Request payload example

{
  "type": "data",
  "template": false,
  "ownerRestrictions": null,
  "actions": [{
    "type": "masking",
    "rules": [{
      "type": "masking",
      "exceptions": null,
      "config": {
        "fields": [{
          "name": "Discovered.Passport",
          "displayName": "Discovered > Passport",
          "hasLeafNodes": false,
          "source": "curated"
        }],
        "maskingConfig": {
          "type": "Consistent Value",
          "metadata": {}
        }
      }
    }],
    "description": ""
  }],
  "circumstances": [{
    "operator": "or",
    "type": "columnTags",
    "columnTag": {
      "name": "Discovered.Passport",
      "displayName": "Discovered > Passport",
      "hasLeafNodes": false,
      "source": "curated"
    }
  }],
  "name": "Mask Passports",
  "certification": {
    "text": "This certifies that all columns containing passports in this data source have been tagged appropriately.",
    "label": "Certified",
    "tags": [],
    "recertify": true
  },
  "staged": false
}

Response example

{
  "id": 8,
  "policyKey": "Mask Passports",
  "name": "Mask Passports",
  "type": "data",
  "template": false,
  "staged": false,
  "systemGenerated": false,
  "deleted": false,
  "certification": {
    "tags": [],
    "text": "This certifies that all columns containing passports in this data source have been tagged appropriately.",
    "label": "Certified",
    "recertify": true
  },
  "actions": [{
    "type": "masking",
    "rules": [{
      "type": "masking",
      "config": {
        "fields": [{
          "name": "Discovered.Passport",
          "source": "curated",
          "hasLeafNodes": false
        }],
        "maskingConfig": {
          "type": "Consistent Value",
          "metadata": {}
        }
      },
      "exceptions": null
    }],
    "description": null
  }],
  "circumstances": [{
    "type": "columnTags",
    "operator": "or",
    "columnTag": {
      "name": "Discovered.Passport",
      "hasLeafNodes": false
    }
  }],
  "metadata": null,
  "clonedFrom": null,
  "createdBy": 2,
  "createdAt": "2021-09-21T18:35:48.615Z",
  "updatedAt": "2021-09-21T18:35:48.615Z",
  "createdByName": "Katie",
  "ownerRestrictions": null
}

Create or update a policy for a specific data source

POST or PUT /policy/handler/{dataSourceId}

Create (POST) or update (PUT) a policy for the specified data source.

Query parameters

AttributeDescriptionRequired

dataSourceId

integer The ID of the data source.

Yes

jsonPolicies

array[object] An array of JSON rules objects.

Yes

Response parameters

AttributeDescription

id

integer The policy handler ID.

url

string The URL of the Immuta tenant.

dataSourceId

integer The ID of the data source the policy is applied to.

createdBy

integer The ID of the user who created the policy.

ca

string The certificate authority.

jsonPolicies

array[object] Policy metadata, including the policy type (visibility, masking, time, minimization, exemption, external, prerequisite, customWhere, showRowsNever, or rowOrObjectRestriction), rules, and description.

rules

string The conditions of the policy.

createdAt

timestamp The date the policy was created.

updatedAt

timestamp The date the policy was modified.

Request example

This example request applies the policy specified in the payload to the data source with the ID 2.

curl \
    --request POST \
    --header "Content-Type: application/json" \
    --header "Authorization: Bearer dea464c07bd07300095caa8" \
    --data @example-payload.json \
    https://demo.immuta.com/policy/handler/2

Request payload example

{
  "jsonPolicies": [{
    "type": "masking",
    "rules": [{
      "type": "masking",
      "config": {
        "fields": ["amount"],
        "maskingConfig": {
          "type": "Consistent Value",
          "metadata": {
            "constant": null
          }
        }
      },
      "exceptions": null
    }],
    "createdAt": "2021-09-20T20:03:18.001Z",
    "createdBy": 2,
    "description": null
  }, {
    "type": "masking",
    "rules": [{
      "type": "masking",
      "config": {
        "fields": ["geo_latitude"],
        "maskingConfig": {
          "type": "Consistent Value",
          "metadata": {}
        }
      },
      "exceptions": null
    }],
    "createdAt": "2021-09-20T20:02:02.213Z",
    "createdBy": 2,
    "description": null
  }, {
    "type": "prerequisite",
    "rules": [{
      "type": "prerequisite",
      "exceptions": null,
      "config": {
        "qualifications": {
          "operator": "and",
          "conditions": [{
            "type": "purposes",
            "value": "Re-identification Prohibited"
          }]
        }
      }
    }],
    "description": ""
  }],
  "dataSourcePolicyHandler": {
    "handlerId": 26,
    "visibilitySchema": {
      "fields": []
    }
  }
}

Response example

{
  "id": 42,
  "dataSourceId": 2,
  "createdBy": 2,
  "ca": ["-----BEGIN CERTIFICATE-----\ncertificatedata\n-----END CERTIFICATE-----"],
  "jsonPolicies": [
    {
      "type": "masking",
      "rules": [
        {
          "type": "masking",
          "config": {
            "fields": [
              "amount"
            ],
            "maskingConfig": {
              "type": "Consistent Value",
              "metadata": {
                "constant": null
              }
            }
          },
          "exceptions": null
        }
      ],
      "createdAt": "2021-09-20T20:03:18.001Z",
      "createdBy": 2,
      "description": null
    },
    {
      "type": "masking",
      "rules": [
        {
          "type": "masking",
          "config": {
            "fields": [
              "geo_latitude"
            ],
            "maskingConfig": {
              "type": "Consistent Value",
              "metadata": {}
            }
          },
          "exceptions": null
        }
      ],
      "createdAt": "2021-09-20T20:02:02.213Z",
      "createdBy": 2,
      "description": null
    },
    {
      "type": "prerequisite",
      "rules": [
        {
          "type": "prerequisite",
          "config": {
            "qualifications": {
              "operator": "and",
              "conditions": [
                {
                  "type": "purposes",
                  "value": "Re-identification Prohibited"
                }
              ]
            }
          },
          "exceptions": null
        }
      ],
      "createdAt": "2021-09-20T20:05:35.925Z",
      "createdBy": 2,
      "description": null
    }
  ],
  "createdAt": "2021-09-21T18:49:34.021Z",
  "updatedAt": "2021-09-21T18:49:34.021Z"
}

Apply a global policy to a data source

Note: Global policies that contain the condition "with columns tagged" or "on all data sources" will automatically apply to relevant data sources when the policy is created. The endpoint detailed below can be used to apply Global Policies that contain the condition "when selected by data owners," as these policies are not automatically applied to data sources.

POST /policy/global/applyPolicy

Apply the Global Policy to the specified data source.

Query parameters

AttributeDescriptionRequired

payload

array Contains Global Policy and data source metadata.

Yes

Payload parameters

AttributeDescriptionRequired

policyID

integer The ID of the Global Policy.

Yes

dataSourceID

integer The ID of the data source to apply the policy to.

Yes

merged

boolean Default false.

Yes

Response parameters

None. When successful, no message will display.

Request example

This example request applies the specified Global Policy to the specified data source (saved in the example-payload.json file) in the Immuta tenant.

curl \
    --request POST \
    --header "Content-Type: application/json" \
    --header "Authorization: Bearer dea464c07bd07300095caa8" \
    --data @example-payload.json \
    https://demo.immuta.com/policy/global/applyPolicy

Request payload example

The following payload will apply the Global Policy with the ID 1 to the data source with ID 1.

{
  "policyId": 1,
  "dataSourceId": 1,
  "merged": false
}

Update a global policy

PUT /policy/global/{policyId}

Update the specified policy.

Query parameters

AttributeDescriptionRequired

policyID

integer The ID of the Global Policy you want to update.

Yes

payload

array Contains Global Policy and metadata.

Yes

Payload parameters

See the Policy Handler Objects tutorial for payload examples and details.

Response parameters

When successful, the response returns the body of the request payload.

Request example

This example request updates the specified Global Policy (8) with changes to the metadata saved in the example-payload.json file.

curl \
    --request PUT \
    --header "Content-Type: application/json" \
    --header "Authorization: Bearer dea464c07bd07300095caa8" \
    --data @example-payload.json \
    https://demo.immuta.com/policy/global/8

Request payload example

In this payload, the user updated the description attribute to update the policy.

{
  "id": 8,
  "policyKey": "Mask Passports",
  "name": "Mask Passport",
  "type": "data",
  "template": false,
  "staged": false,
  "systemGenerated": false,
  "deleted": false,
  "certification": {
    "tags": ["Discovered.Passport"],
    "text": "This certifies that all columns containing passports in this data source have been tagged appropriately.",
    "label": "Certified"
  },
  "actions": [{
    "type": "masking",
    "rules": [{
      "type": "masking",
      "config": {
        "fields": [{
          "name": "Discovered.Passport",
          "source": "curated",
          "hasLeafNodes": false,
          "displayName": "Discovered > Passport"
        }],
        "maskingConfig": {
          "type": "Consistent Value",
          "metadata": {}
        }
      },
      "exceptions": null
    }],
    "description": "This policy masks all passports for data sources with columns tagged Discovered.Passport."
  }],
  "circumstances": [{
    "type": "columnTags",
    "operator": "or",
    "columnTag": {
      "name": "Discovered.Passport",
      "hasLeafNodes": false,
      "displayName": "Discovered > Passport"
    }
  }],
  "metadata": null,
  "clonedFrom": null,
  "createdBy": 2,
  "createdAt": "2021-09-21T18:35:48.615Z",
  "updatedAt": "2021-09-21T18:41:36.054Z",
  "createdByName": "Katie",
  "ownerRestrictions": null
}

Response example

{
  "id": 6,
  "policyKey": "mask-passports",
  "name": "Mask Passports",
  "type": "data",
  "template": false,
  "createdBy": 2,
  "createdByName": "Kate",
  "createdAt": "2021-09-14",
  "updatedAt": "2021-09-15",
  "actions": [
    {
      "type": "masking",
      "rules": [
        {
          "type": "masking",
          "exceptions": null,
          "config": {
            "fields": [
              {
                "name": "Discovered.Passport",
                "hasLeafNodes": false,
                "source": "curated"
              }
            ],
            "maskingConfig": {
              "type": "Consistent Value",
              "metadata": {}
            }
          }
        }
      ],
      "description": "This policy masks all passports for data sources with columns tagged Discovered.Passport."
      }
    ],
      "circumstances": [
        {
          "operator": "or",
          "type": "columnTags",
          "columnTag": {
            "name": "Discovered.Passport",
            "hasLeafNodes": false
          }
        }
      ],
  "clonedFrom": 0,
  "staged": false,
  "systemGenerated": false,
  "deleted": false,
  "certification": {
    "label": "string",
    "text": "string",
    "tags": [
      "string"
    ],
    "recertify": false
  }
}

Review policies

MethodPathPurpose

POST

/policy/search

Search all policies.

GET

/policy/global/{policyId}

Find the policy with the specified ID.

GET

/policy/global

Find a list of Global Policies with the specified entityType.

GET

/policy/global/appliedTo/{policyId}

Find the number of data sources the specified policy is currently applied to.

GET

/policy/dataSourcePolicies/{dataSourceId}

Get the policy information for the specified data source.

GET

/policy/diff/{dataSourceId}

Get the differences between two policy handler versions.

GET

/policy/handler/{dataSourceId}

Get the policy handler metadata for a specific data source.

Search for policies

POST /policy/search

Searches for specified policies.

Query parameters

AttributeDescriptionRequired

body

array[object] Facets of the policy to search by, including the rule type, where the policy applies, exceptions, and policy circumstances.

No

type

string The type of policy to search for: data or subscription.

No

scope

string Indicates whether the policy is global or local.

No

size

integer Pages results by default; size is the number of results to return per page.

No

offset

integer Used in combination with size to fetch pages.

No

sortField

string Indicates which field to sort the policies by: name, createdBy, createdAt, state, isNotApplied, or scope.

No

sortOrder

string Indicates whether to sort policies in ascending or descending order: asc or desc.

No

searchText

string Searches text; this will filter policies by name.

No

countOnly

boolean When true, will only return the number of policies found in the search.

No

mode

string Attribute options include similarPolicies, impactedUsers, or impactedDataSources.

No

excludedPolicies

array[integer] Global Policy IDs to exclude.

No

Response parameters

AttributeDescription

Count

integer The number of policies found that match the search criteria.

Hits

array Policy metadata, including the name, scope, type, and data sources it applies to.

Request example

This example request searches for a Global Policy that contains the text mask in Immuta.

curl \
    --request POST \
    --header "Content-Type: application/json" \
    --header "Authorization: Bearer dea464c07bd07300095caa8" \
    https://demo.immuta.com/policy/search?scope=global&searchText=mask

Response example

{
  "count": 1,
  "hits": [{
    "name": "Mask Passports",
    "createdBy": "Katie",
    "state": "active",
    "isNotApplied": false,
    "scope": "global",
    "type": "data",
    "globalPolicyId": 8,
    "policyId": null,
    "dataSourceId": null,
    "createdAt": "2021-09-21T18:35:48.615Z",
    "detailLabels": {
      "ruleType": ["masking"],
      "tags": ["Discovered.Passport"]
    },
    "enforcedOn": {
      "count": 1,
      "hits": [{
        "id": 1,
        "name": "Public Credit Accounts"
      }]
    }
  }]
}

Find policies by policy ID

GET /policy/global/{policyId}

Find the policy with the specified ID.

Query parameters

AttributeDescriptionRequired

policyId

integer The ID of the Global Policy.

Yes

Response parameters

The response returns a policy object.

Request example

This example request returns the Global Policy with the ID 1.

curl \
    --request GET \
    --header "Content-Type: application/json" \
    --header "Authorization: Bearer dea464c07bd07300095caa8" \
    https://demo.immuta.com/policy/global/1

Response example

{
  "id": 1,
  "policyKey": "New Column Added",
  "name": "New Column Added",
  "type": "data",
  "template": false,
  "staged": false,
  "systemGenerated": true,
  "deleted": false,
  "certification": null,
  "actions": [
    {
      "type": "masking",
      "rules": [
        {
          "type": "masking",
          "config": {
            "fields": [
              {
                "name": "New",
                "source": "curated",
                "hasLeafNodes": false
              }
            ],
            "maskingConfig": {
              "type": "Consistent Value",
              "metadata": {
                "constant": null
              }
            }
          },
          "exceptions": null
        }
      ],
      "description": null
    }
  ],
  "circumstances": [
    {
      "type": "columnTags",
      "operator": "or",
      "columnTag": {
        "name": "New",
        "hasLeafNodes": false
      }
    }
  ],
  "metadata": null,
  "clonedFrom": null,
  "createdBy": 1,
  "createdAt": "2021-09-09T13:47:03.448Z",
  "updatedAt": "2021-09-16T14:10:05.694Z",
  "createdByName": "Immuta System Account",
  "ownerRestrictions": null
}

Find policies by entity type

GET /policy/global

Find the policy with the specified entity type.

Query parameters

AttributeDescriptionRequired

offset

integer Used in combination with size to fetch pages.

No

size

integer Pages results by default; size is the number of results to return per page.

No

sortField

string Indicates which field to sort the policies by: name or createdAt. Default createdAt.

No

sortOrder

string Indicates whether to sort policies in ascending or descending order: asc or desc. Default desc.

No

searchText

string Searches text; this will filter policies by name.

No

type

string The type of policy to search for: data or subscription.

No

scope

string Indicates whether the policy is global or local.

No

nameOnly

boolean When true, only returns the policy name, type, and ID.

No

templates

boolean When true, returns templates only. When false, returns non-templates only. When omitted, returns both.

No

Response parameters

AttributeDescription

name

string The name of the policy.

id

integer The policy ID.

type

string The type of policy: data or subscription.

hits

array Policy metadata, including the name, scope, type, and dataSources it applies to.

Request example

This example request returns the name, type, and ID of all policies.

curl \
    --request GET \
    --header "Content-Type: application/json" \
    --header "Authorization: Bearer dea464c07bd07300095caa8" \
    https://demo.immuta.com/policy/global?nameOnly=true

Response example

[
  {
    "name": "Mask Passports"