---
id: chunkmap-policy-to-pipeline
name: ChunkMap Policy to Pipeline
version: 1.0.0
tags: [agentic, enterprise, policy, pipeline, recursive-chunks, audit, citation-ids]
related_skills:
  - chunkmap-agent-blackboard
  - chunkmap-persuasion-flow
---

# ChunkMap Policy to Pipeline

**Purpose:** Take unstructured natural-language policy documents (SOPs, playbooks, tribal knowledge) and compile them into **version-controlled, machine-readable logic blocks** with strict citation IDs for AI pipelines.

## When to use / audience

Use when enterprise logic is trapped in PDFs, slides, or “ask Maria,” and AI produces generic output because nothing modular was ingested.

**Audience:** enterprise leaders, solution architects, transformation owners, risk/compliance partners.

Feed resulting chunks into [chunkmap-agent-blackboard.md](./chunkmap-agent-blackboard.md) for agent evaluation steps.

## Inputs required

| Input | Required | Notes |
|---|---|---|
| Outcome / disposition set | Yes | e.g. AUTO_APPROVE \| ESCALATE \| DENY |
| Source documents | Yes | Policies, SOPs, authority matrices |
| Owners / stewards | Yes | Who approves each domain of rules |
| Non-negotiables | Yes | Regulatory holds, fraud blocks |
| Example cases | Recommended | Regression scenarios for versioning |

## Step-by-step procedure (ChunkMaps method)

### 1. Chunk up: name the enterprise outcome

```text
L0 Outcome: <decision the pipeline must make>
Options: <enum dispositions>
Non-negotiables: <hard constraints>
```

### 2. Chunk across: inventory logic silos

Sibling knowledge domains (contracts, SOPs, authority, fraud, CX overrides, …).

```text
L1 Knowledge domains
├── Policy wording
├── Adjuster playbook
├── Authority matrix
├── Fraud heuristics
└── Customer promise rules
```

### 3. Chunk down recursively until leaves are machine-testable

Stop when each leaf is a boolean/threshold/override a system can evaluate-not a paragraph of prose.

### 4. Encode chunks as an auditable schema

| Chunk ID | Type | Rule / content | Owner |
|---|---|---|---|
| AUTH-01 | threshold | property auto ≤ 2500 | Claims Ops |
| AUTH-02 | hard_block | prior_fraud_flag ⇒ no auto | SIU |

**ID rules:** stable prefix by domain (`AUTH-`, `REG-`, `CX-`); never reuse IDs with new meaning-version instead.

### 5. Wire the AI step to consume chunks, not slides

```text
INPUT: record + active_chunk_set[]
PROCESS:
  1. hard_blocks first
  2. thresholds
  3. overrides
  4. emit disposition + cited Chunk IDs
OUTPUT: {disposition, citations[], rationale_chunks[]}
```

### 6. Govern like software

Change a threshold → version that Chunk ID → re-run regression cases → publish the map. Strategy stays human-owned; execution stays modular.

## Output schema / templates

```yaml
map_version: "1.0.0"
outcome: ""
dispositions: []
chunks:
  - id: AUTH-01
    type: threshold   # threshold | hard_block | override | hold | procedure
    rule: ""
    owner: ""
    source_doc: ""
    source_anchor: ""  # page/section if known
    version: "1.0.0"
regression_cases:
  - id: CASE-01
    input: {}
    expect_disposition: ""
    expect_citations: []
```

## Worked mini-example: Claims exception policy

**L0:** Decide exception disposition with audit trail → `AUTO_APPROVE | ESCALATE | DENY`.

Authority matrix leaves (examples from site guide):

- Auto ≤ $2,500 (property) → `AUTH-01`
- Never auto if prior fraud flag → `AUTH-02`
- VIP retention path → escalate → `CX-04`
- Legal hold → deny auto path → `REG-12`

Agent must cite Chunk IDs in every disposition.

## Guardrails / failure modes

| Failure | Fix |
|---|---|
| Leaving rules as prose paragraphs | Keep chunking down to testable leaves |
| Unowned chunks | Assign steward before publish |
| Silent rule edits | Semver + changelog per Chunk ID |
| AI citing “policy” without IDs | Reject output missing citations |
| Mixing domains in one ID | Split; use domain prefixes |

## Related skills / site articles

- Related skill: [chunkmap-agent-blackboard.md](./chunkmap-agent-blackboard.md)
- Related skill: [chunkmap-persuasion-flow.md](./chunkmap-persuasion-flow.md)
- Site (TEMP): [enterprise_architects_chunkmaps.html](../enterprise_architects_chunkmaps.html), [chunking_down.html](../chunking_down.html), [index.html#agentic-age](../index.html#agentic-age)