Rencore
Policy Builder
Build custom governance policies from object properties, relations, and conditional logic. Same engine as pre-built policies, runs on every scan, feeds every dashboard, triggers automations.
Policy Builder is Rencore's visual editor for custom detection rules. Define conditions against object properties, relations between entities, severity levels, and recommended actions. Custom policies run on the same scan cycle as the 602 pre-built ones, feeding dashboards, reports, segments, and automations. Simulation mode tests rules against current tenant data before going live.
How it works
Open the Policy Builder, pick a target object type (SharePoint Site, Teams Channel, Claude Workspace, custom entity, anything Rencore inventories), and start building conditions. Conditions can compare properties to literals, compare to other properties on related objects, or reference aggregations across segments. Combine with AND/OR/NOT.
Set severity (High/Medium/Low), category (Security/Costs/Sprawl/Operation/…), a description, and a recommended action. Optionally link an automation that runs when violations are detected.
Simulation mode
Activating a new policy on a 50,000-object tenant can produce a surprising volume of findings. Simulation mode runs the policy against current data and shows what would have matched, without flagging anyone, without notifying owners, without triggering automations. Use it to tune scope and severity, then activate when confident.
Beyond detection
A policy is the entry point to a workflow. Once defined, the policy is available to dashboards (as a tile), reports (as a column), segments (as a filter), and automations (as a trigger). Build the policy once, surface the findings in every downstream view.
Frequently asked questions
How do Rencore policies work?
What is Rencore governance?
Can I build custom automations in Rencore?
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