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Logs-and-Handoffs Policy

Goal

Keep a source’s restrictions attached to its content across every boundary. Restrictions decided at use time are worthless if they are dropped the moment the content moves to a log, a trace, another agent, another thread, or another task.

This policy specifies how restrictions are carried forward. It is enforced together with the restricted-knowledge-usage-policy (which sets the per-level limits) and the data-leakage-checklist (which checks a single emission).


The carry-forward rule

When governed content crosses any boundary, its restrictions cross with it. A boundary is any of:

  • agent → agent (handoff)
  • thread → thread (continuation, restart package)
  • task → task (reuse of resolved context)
  • runtime → log / trace / telemetry sink
  • session → long-term memory
  • workspace → export / external deliverable

If the receiving side cannot honor a restriction, the content does not cross — downgrade to capsule + id + version, or refuse. Restrictions never weaken by transit.


Restriction labels that must travel

These labels are set by the resolver and the restricted-context-check skill, and must be preserved on every handoff:

Label Meaning
no_verbatim The content may be summarized but not quoted verbatim.
no_export The content must not leave the workspace.
citation_required Use must cite source id + version.
mask_in_logs Restricted segments are masked before any log/trace write.
capsule_only Only the capsule may be carried; full source and excerpts are stripped.
summary_only Only a summary may cross; no excerpt.

A handoff payload that includes governed content must include its restriction set. A payload missing the restriction set is treated as untrusted and held.


Logs and traces

  • Write identifiers, versions, scope, and decisions — never restricted excerpts.
  • Mask restricted segments in any captured prompt/response pair.
  • Mask incidental sensitive content too: a client name or secret that surfaces mid-reasoning is masked at the boundary, not only in the final answer.
  • Do not persist restricted excerpts into agent or session long-term memory.

Handoffs

  • Strip restricted excerpts; replace with capsule + pack id + version.
  • Attach the restriction set (table above) to the handoff payload.
  • A restart package or continuation inherits the same restrictions as the originating task.
  • The receiving agent re-applies the data-leakage-checklist before emitting anything derived from the carried content.

Conflict and review records

When a source conflict is resolved or a review is requested, the record crosses boundaries even though the restricted content does not:

  • The conflict record (prevailing / suppressed sources, decision) is preserved and handed forward — see the knowledge-conflict-resolution skill.
  • A pending human-review request blocks production of a final deliverable until it returns; the pending state travels with the handoff.

Failure posture

Fail closed. If a boundary cannot carry the restriction set or apply masking, the governed content does not cross it. Degrading silently to an unrestricted form is a policy violation, not a fallback.


See also

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