# Author a Minimization Policy

1. Determine your [policy scope](https://documentation.immuta.com/saas/govern/secure-your-data/authoring-policies-in-secure/..#policy-scope):
   * **Global policy**:
     * Click the <i class="fa-shield">:shield:</i> **Policies** icon in the navigation menu and select the **Data Policies** tab. Click **New data policy** and complete the **Policy name** field.
     * Select **Protect** as the policy type.
   * **Local policy**: Navigate to a specific data source and click the **Policies** tab. Scroll to the **Data Policies** section and click **New Policy**.
2. Select **Minimize data source** from the first dropdown.
3. Complete the **enter percentage** field to limit the amount of data returned at query-time.
4. Select **for everyone except** from the next dropdown menu to continue the condition. *Additional options include for everyone and for everyone who*.
5. Use the next field to choose the **attribute**, **group**, or **purpose** that you will match values against.

   *Notes:*

   * *If you choose for everyone who as a condition, complete the Otherwise clause before continuing to the next step.*
   * *You can add more than one condition by selecting **+ Add Another Condition**. The dropdown menu then contains conjunctions for your policy. If you select **or**, only one of your conditions must apply to a user for them to see the data. If you select **and**, all of the conditions must apply.*
6. <i class="fa-sparkles">:sparkles:</i> [**AI-powered feature**](https://documentation.immuta.com/saas/configuration/application-configuration/reference-guides/immuta-ai-faq/immutas-ai-features)**:** Click **Explain this policy** to open the AI assistant side sheet. The [AI assistant](https://documentation.immuta.com/saas/govern/secure-your-data/authoring-policies-in-secure/reference-guides/data-policies#ai-assistant) will generate a textual summary and explanation of the policy behavior on various users using mock data.
7. Opt to complete the **Enter Rationale for Policy (Optional)**, and then click **Add**.
8. For global policies: Click the dropdown menu beneath **Where should this policy be applied**, and select **On all data sources**, **On data sources**, or **When selected by data owners**. If you select **On data sources**, finish the condition in one of the following ways:
   * **tagged**: Select this option and then search for **tags** in the subsequent dropdown menu.
   * **with columns tagged**: Select this option and then search for **tags** in the subsequent dropdown menu.
   * **with column names spelled like**: Select this option, and then enter a **regex** and choose a **modifier** in the subsequent fields.
   * **in server**: Select this option and then choose a **server** from the subsequent dropdown menu to apply the policy to data sources that share this connection string.
   * **created between**: Select this option and then choose a **start date** and an **end date** in the subsequent dropdown menus.
9. Click **Create Policy**. If creating a global policy, you then need to click **Activate Policy** or **Stage Policy**.