Improved

Production Release: 2/26/26

Policy Manager 2.0: Cross‑Step Evaluation and New Rule Operators

We’ve significantly upgraded Policy Manager to help teams build more powerful decisioning rules. With Policy Manager 2.0, you can now evaluate data across workflow steps, use a new set of rule operators for more precise decisioning, and rely on updated transaction data that ensures downstream reporting reflects nuances of policy configuration.

Cross‑Step Policy Evaluation: Policies can now evaluate data collected across multiple workflow steps. This makes it possible to compare values captured in one step against values collected in another step within a workflow, helping you triangulate more data and detect discrepancies sooner and enforce stronger identity and risk controls.

Example use cases:

  • Assess whether required fields are present (not null) then route those with null values to an additional challenge.
  • Compare device characteristics across steps, like location or timezone, to detect and prevent Man in the Middle attacks or Phishing attempts.

Expanded Rule Operators: To support cross‑step evaluation (and more flexible rule configuration overall), we’ve added new comparison operators:

  • Null (Returned value is null)
  • Not Null (Returned value is not null)
  • Blank (Returned value is empty or whitespace only)
  • Not Blank (Returned value contains non whitespace characters)
  • Match (Returned value exactly matches selected step field)
  • Not Match (Returned value does not match selected step field)

Updated Transaction Data: We’ve updated the transaction data structure to support the new policy decision structure. This improves auditability and enables more granular analytics, and ensures that complex policy conditions are consistently reflected in downstream reporting.