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Working groups designing campaign governance ask the same set of questions about how policies stay synchronized between buyers, sellers, and governance agents. This page captures the operational pattern, in five sections plus an FAQ.

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Can I pin a policy version on my plan?

No — policy_ids[] carries no version qualifier today. A campaign plan references registry policies by ID alone: 
{
  "plan_id": "plan_q1_2027_acme",
  "policy_ids": ["us_coppa", "alcohol_advertising"],
  "policy_categories": ["age_restricted"]
}
At every check_governance call, the governance agent resolves each ID against the registry and uses whatever version is current. There is no plan-level version pin field. If a registry policy version-bumps between two checks on the same plan, the second check evaluates against the new version. If you need a deterministic policy text for the duration of a buy, copy the registry policy into custom_policies[] on the plan — see Pinning by inline copy below. The audit trail records policies_evaluated[] on every check, so the historical version is recoverable per-check via /api/policies/history. This is the same posture taken by other ad-tech protocols (TCF v2’s TC string, OpenRTB GPP) — versions resolve at evaluation time, not at request authoring time. It keeps buyers out of the version-dependency-management business in the 99% case where latest-at-resolution is correct.

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Pinning by inline copy

When a deterministic policy text is required — a regulator pre-clearance, a frozen brand-safety contract, a multi-month brand campaign that must be evaluated against the policy as it was on day one — the available pattern is to copy the registry policy into custom_policies[] at plan creation under a different policy_id: 
{
  "plan_id": "plan_q1_2027_acme",
  "policy_ids": ["us_coppa"],
  "custom_policies": [
    {
      "policy_id": "alcohol_advertising_pinned_2026Q4",
      "version": "2.1.0",
      "name": "Alcohol Advertising Standards (pinned to v2.1.0)",
      "category": "standard",
      "enforcement": "must",
      "policy": "<full natural-language text copied verbatim from the v2.1.0 registry entry>",
      "exemplars": { "...": "copied from registry" }
    }
  ]
}
Use a different policy_id from the registry one. If the buyer reuses the canonical ID alcohol_advertising in custom_policies, governance-agent behavior is undefined by the spec — the policy-entry schema’s additive-only rule pins registry text as authoritative for that ID. A pinning ID like alcohol_advertising_pinned_2026Q4 (or your internal versioning convention) sidesteps the conflict. The plan revision now carries the frozen text. The version field on the inline policy is informational — the text is what gets evaluated — but worth setting for forensic traceability so an auditor can correlate the inline copy back to a specific registry release. Lifecycle. The inline copy is preserved as long as the buyer keeps the entry in custom_policies on each re-sync of the plan. The governance agent’s append-only revisionHistory archives prior plan revisions for audit, but the live evaluation always uses whatever is in the most recent sync_plans payload — so a buyer who drops the inline policy on a re-sync loses the pin on the next check. Tradeoff. Pinned policies don’t pick up registry corrections. If alcohol_advertising v2.2.0 ships a clarification, the pinned plan keeps evaluating against v2.1.0 until someone manually re-syncs custom_policies with new text. That’s the price of stability.

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Inline policies are additive-only relative to registry

Inline custom_policies[] carry a hard invariant from the policy-entry schema: they may only add restrictions on top of registry-sourced policies. Inline policies MUST NOT relax enforcement levels of registry policies, exempt categories that a registry policy mandates, or otherwise weaken the registry baseline. A buyer-authored inline policy that doesn’t intersect with any registry policy is unconstrained — only the relationship to registry policies is governed. Concretely, a governance agent evaluating a plan with both policy_ids: ["us_coppa"] and a custom_policies entry can pin or extend us_coppa (e.g., a brand-specific exemplar set under a renamed ID), but cannot add an inline policy that says “ignore COPPA for this campaign.” Counterparties seeing policies_evaluated: ["us_coppa"] on an audit entry can therefore trust that the registry version of us_coppa was applied at its declared must level — the buyer did not silently downgrade it. Counterparties who want to verify this can request the plan revision and recompute the plan_hash (Campaign Governance specification). The plan binding is the cryptographic surface that makes the additive-only invariant verifiable rather than merely declared. The agent-side enforcement is what prevents a downgrade from happening; the hash is what makes the decision provable after the fact.

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Handling registry version bumps mid-campaign

When a registry policy version-bumps while a plan is active:
Plan stateBehavior
Plan references the policy via policy_ids onlyNext check_governance resolves the new version. Buys already committed remain committed (their audit entry recorded the old version’s resolution timestamp). New checks evaluate against the new text.
Plan pinned the policy via custom_policies (under a renamed ID)Plan keeps evaluating against the inline text. The registry change has no effect on this plan until the buyer re-syncs custom_policies with new text.
Plan was deleted or completedNo ongoing checks; no evaluation. The audit log retains policies_evaluated[] for forensic recovery.
Buyers who care about the version stability of completed buys do not need to do anything — the audit trail captures what was evaluated. Buyers who care about stability for active, in-flight buys should use the inline-copy pattern.

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effective_date for staged adoption

The “minimal restrictions initially” pattern is the registry’s documented behavior, not a per-plan setting. Governance agents honor effective_date automatically across every plan that references the policy ID:
  1. Day 0 — community agrees on a draft policy. Publish it to the registry with effective_date 60+ days in the future.
  2. Day 0–60 — every governance agent evaluating any plan that references the policy ID emits informational findings. Buyers and sellers see exactly what would have been flagged. No buys are blocked.
  3. Day 60 — effective_date passes. The same evaluation now blocks at the policy’s declared enforcement level. No configuration change required on any plan.
  4. Day 60+ — buyers in the staged-adoption window had two months of telemetry to adjust their inventory and creatives. Late starters get a hard cutover.
effective_date is the time axis of staged adoption. Scope-based staging — phasing by channel, jurisdiction, or policy_categories subset — is a separate move done at the registry level: publish a narrower-jurisdiction or narrower-category policy first, then a broader one. The two axes compose; a single policy can sit in a scope-narrowed and time-staged window simultaneously.

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Sunset behavior

When a registry policy reaches its sunset_date, governance agents stop evaluating it on subsequent checks. Existing audit entries that recorded the policy in policies_evaluated[] are unchanged — the trail tells the truth about what was evaluated when. No action is required from buyers; sunsetted policies fall out of every active plan automatically. If a sunsetted policy is replaced by a successor (e.g., a regulation supersedes another), the registry contributor publishes both: the old entry with sunset_date set, the new entry with effective_date set. Buyers update their policy_ids[] in the next plan revision to reference the new entry — the old ID continues evaluating until its sunset date and then quietly stops.

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Common questions

What happens to in-flight buys when a regulation changes mid-campaign? The table under Handling registry version bumps mid-campaign is the answer. Short version: committed buys remain committed; the next check resolves whatever is current; pinning via custom_policies is the way to freeze a specific text. Does my plan re-evaluate when I add a new objective? A plan revision (plan_version on the audit-log entry, recorded each time the plan re-syncs) doesn’t refresh resolved policy text on its own — the next check_governance still hits the registry as configured. To refresh policy text on a revision, change policy_ids[] (or the inline copy in custom_policies) on the new plan revision. How do I prove to a counterparty which version was applied? Three layers: (1) the seller’s governance_context token correlates a specific check, (2) the audit-log entry for that check carries policies_evaluated[] and plan_hash, (3) the registry’s /api/policies/history endpoint returns the full revision sequence for any policy_id so an auditor can replay which version was active at a historical timestamp. Per-jurisdiction overrides. Declare both the global standard and a jurisdiction-specific tightening (e.g., policy_ids: ["alcohol_advertising", "alcohol_advertising_norway"]). The governance agent evaluates both; the additive-only rule means the more restrictive of the two wins. Brand-specific extensions. Use custom_policies[] for rules that don’t belong in the shared registry (competitor exclusions, brand voice guidelines, internal compliance frameworks). Reference them alongside policy_ids[].