Rules packs
The starting catalogue for each state and organisation type, with named reviewers and sourced facts. A Super admin records each review.
1 min readLast updated
Applies to: iComply staff only · iComply Super admin, iComply support, iComply billing
A rules pack is the starting set-up for a state and type of organisation: who it deals with, what credentials they need, and facts such as retention periods and under-18 handling. New organisations start from their state's pack. Support and Billing can read them; a Super admin edits them. Rules packs aren't the packs an organisation switches on.
How to review a rules pack
- Step 1: Open Rules packs and select the pack. It shows its version, state and type.
- Step 2: Update the Name, Last reviewed, Reviewer (name and role), Retention (years) and Under-18 handling.
- Step 3: Under Facts, set each one To confirm or Sourced. A sourced fact needs its source (a URL starting https:// or a document), and can have what it applies to, the date it was checked and a confidence (High, Medium or Low).
- Step 4: Only if you need to, edit the Catalogue (advanced: stakeholder types, credentials, profiles, fees as JSON).
- Step 5: Select Save review.
What happens next
- If anything changed, the pack's version goes up by one. The review is recorded in the platform audit log.
- Organisations that already started from this pack keep their own catalogue. Only new ones use the change.
Never legal advice: every fact is "to be confirmed by reviewer" until a named reviewer records its source.