Permissions needed:
Management Console
Policy Management
Important Notice: PDF Format Requirements for Aida Indexing
To ensure that Aida can properly index, search, and retrieve information from policy documents, all PDF files must be created as text-based PDFs.
Please note:
Scanned or image-based PDFs cannot be read by Aida and will result in missing or inaccessible content.
When creating PDFs, ensure the text is selectable and not embedded as an image.
1. Select Management Console > Policy Management > Add policy:
2. Complete the policy details (below) and select Add Policy:
Title | Add your policy title |
Scope | Choose from Global, Local, or Local variation of global policy |
Domain | Choose the policy’s domain |
Keywords (optional) | Add keywords so the policy can be found by users |
Description (optional) | Appears to the users when opening the policy |
Category | Appears on the user’s home page |
Sub-category | Appears on the user’s dashboard, alongside the policy category |
Policy set (if applicable) | How your policies are grouped, often by policy set. For example: Global AML Policy, Additional AML Policy for US, Sanctions Policy |
Audience groups | Select the Audience Groups from the Non Selected Items box. Then choose Add to selected items.
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Related policies (optional) | Select any related policies from the Non Selected Items box. These must have already been added to the Policy Hub. Then choose Add to Selected Items.
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Document version number | Add the relevant number |
Release notes (optional) | Add any information about the policy assignment, launch or release |
Policy document (PDF and DOC fields) | Upload the policy document (PDF) and if your account requires it, also upload the source document (DOC or DOCX) |
3. Your policy is now added. Ready to add an attestation for the policy?