Legal · Canonical action
Sign agreement
Affixing a legally binding signature to a contract or regulated record.
- Prepared work
- Draft an agreement
- Actor
- A named signatory
- Resource
- The agreement and its version
- Context
- Counterparty, value, jurisdiction
- Authority
- Signing authority for this value; MFA
- Evidence
- The approved draft and its hash
- Commit point
- The signing call in your contract or e-signature system.
- Canon
identity.sign CANON-000011
Signing is a human act by design. Software or AI can prepare the agreement; a verified person signs it.
Operations · Custom action today
Submit application
Submitting a completed application to an outside party on the organization's behalf.
- Prepared work
- Complete an application
- Actor
- Applicant, staff member or agent
- Resource
- The application and its attachments
- Context
- Recipient, deadline, program
- Authority
- Who may submit for the organization
- Evidence
- The reviewed application content
- Commit point
- The submit call to the receiving portal or API.
No Canonical Action Record yet. A submission action (submission.submit) is proposed to the Canon and not yet decided. Protected as a custom action until then.
Operations · Custom action today
Schedule appointment
Booking time that commits a person, patient, customer or resource.
- Prepared work
- Find availability
- Actor
- Scheduler or agent
- Resource
- The calendar, room or clinician
- Context
- Who is booked, when, for what
- Authority
- Who may commit this person's or resource's time
- Evidence
- The request the booking answers
- Commit point
- The booking call in your scheduling system.
No Canonical Action Record. Scheduling is proposed to the Canon with a recommendation not to make it a Canon action, since the consequence usually belongs to another action. Protected as a custom action.
Communications · Canonical action
Send message
Sending a message outside the organization, which cannot be recalled once sent.
- Prepared work
- Draft correspondence
- Actor
- Sender or agent
- Resource
- The message and attachments
- Context
- External recipients, data classification
- Authority
- Who may send this content to this recipient
- Evidence
- The approved message and its hash
- Commit point
- The send call in your email or messaging system.
- Canon
communication.external.send CANON-000047
The permit is bound to the exact recipients and content. Change either and it needs a new decision.
Finance · Canonical action
Place purchase
Committing the organization to spend with a supplier. The governed act is the approval that authorizes the order.
- Prepared work
- Prepare an order
- Actor
- Buyer or agent
- Resource
- The order
- Context
- Supplier, amount, cost center
- Authority
- Spend limit and required approvers
- Evidence
- The quote or requisition
- Commit point
- The order submission in your procurement system.
- Canon
workflow.approve CANON-000003 · runs as purchase.approve
Governed as the approval that authorizes the order: the Canon classifies it as workflow.approve, and it runs as its own action, purchase.approve, with its own policy.
Finance · Canonical action
Pay invoice
Releasing payment against an invoice.
- Prepared work
- Reconcile an invoice
- Actor
- AP clerk, workflow or agent
- Resource
- The payment
- Context
- Payee, amount, account
- Authority
- Two-person approval above your threshold
- Evidence
- The reconciled invoice and match record
- Commit point
- The payment release in your ERP or payments system.
- Canon
finance.payment.authorize CANON-000021
The person who initiates the payment cannot be the person who approves it.
Finance · Canonical action
Move money
Sending funds by wire or equivalent transfer.
- Prepared work
- Prepare a transfer
- Actor
- Treasury staff or agent
- Resource
- The transfer
- Context
- Beneficiary, amount, currency, account
- Authority
- Required approvers and separation of duties
- Evidence
- Beneficiary verification and the approved instruction
- Commit point
- The transfer instruction to your bank or treasury system.
- Canon
finance.wire.transfer CANON-000022
The permit is bound to the amount, beneficiary and account that were authorized.
Finance · Canonical action
Issue refund
Returning money to a customer.
- Prepared work
- Analyze a refund
- Actor
- Support agent, workflow or AI agent
- Resource
- The refund
- Context
- Customer, amount, original charge
- Authority
- Refund limit and who may approve above it
- Evidence
- The refund analysis and the original transaction
- Commit point
- The refund call in your billing or payments system.
- Canon
finance.payment.authorize CANON-000021 · runs as customer.refund.issue
The Canon classifies a refund as a payment authorization. It runs as its own action, customer.refund.issue, so its policy is set separately from invoice payments.
Regulatory · Nearest canonical action
Submit filing
Submitting a regulatory, tax or legal filing that carries a certification.
- Prepared work
- Prepare a filing
- Actor
- A qualified certifier
- Resource
- The filing
- Context
- Agency, period, entity
- Authority
- Who may certify and submit for this entity
- Evidence
- The reviewed filing and its supporting records
- Commit point
- The submission to the regulator's or agency's portal.
- Canon
compliance.certify CANON-000017
Nearest Canonical Action Record is compliance certification, which requires a qualified person. A separate submission action (submission.submit) is proposed to the Canon and not yet decided; until then, filings with no certification are protected as a custom action.
Communications · Canonical action
Publish externally
Making content public or sending it to an outside audience.
- Prepared work
- Generate content
- Actor
- Author, marketer or agent
- Resource
- The content and its version
- Context
- Channel, audience, embargo
- Authority
- Who must approve release on this channel
- Evidence
- The approved version and its hash
- Commit point
- The publish call in your CMS, social or campaign tool.
- Canon
content.publish CANON-000010
AtlaSent decides whether the release is authorized. It does not review the copy.
Security · Canonical action
Grant access
Giving a person, service or agent access to a system or data.
- Prepared work
- Evaluate a user
- Actor
- Admin, workflow or agent
- Resource
- The role or entitlement
- Context
- Grantee, scope, duration
- Authority
- Owner approval for this entitlement
- Evidence
- The access request and its justification
- Commit point
- The grant in your identity provider or target system.
- Canon
access.grant CANON-000007
The grantee and the approver are kept as separate identities.
Data · Canonical action
Release data
Exporting or sending records outside the system of record.
- Prepared work
- Prepare records
- Actor
- Analyst, pipeline or agent
- Resource
- The dataset
- Context
- Destination, fields, residency, consent
- Authority
- Data owner approval for this destination
- Evidence
- The request and the approved field list
- Commit point
- The export or transfer job that moves the records.
- Canon
data.export CANON-000028
A separate data release action is proposed for the Canon and not yet minted. Data export governs releases today.
Engineering · Canonical action
Deploy production
Releasing a change to production.
- Prepared work
- Generate or change code
- Actor
- Pipeline, engineer or agent
- Resource
- The service and environment
- Context
- Repository, commit, change plan
- Authority
- Required reviews and separation of duties
- Evidence
- The reviewed change and CI results
- Commit point
- The deploy step in your pipeline.
- Canon
production.deploy CANON-000001
The permit is bound to the repository, commit and environment. Change the commit and it needs a new decision.
Engineering · Canonical action
Change infrastructure
Applying a change to cloud or on-premises infrastructure.
- Prepared work
- Prepare infrastructure change
- Actor
- Pipeline, operator or agent
- Resource
- The account, cluster or stack
- Context
- The reviewed plan, change window
- Authority
- Who may approve changes to this environment
- Evidence
- The plan artifact and its digest
- Commit point
- The apply step, for example terraform apply, in your pipeline.
- Canon
infrastructure.change CANON-000033
The permit is bound to the reviewed plan. A different plan needs a new decision.
Regulated · Canonical action
Unblind / override
Breaking a blind or overriding a safety or security control in an emergency.
- Prepared work
- Determine an emergency action
- Actor
- Investigator or on-call responder
- Resource
- The subject's allocation or the control
- Context
- The emergency and its justification
- Authority
- Who may break the blind or override this control
- Evidence
- The justification and the risk assessment at the time
- Commit point
- The unblinding or override function in the system that holds the control.
- Canon
trial.unblinding.emergency CANON-000020
control.override CANON-000009
Two Canonical Action Records: emergency unblinding in a clinical trial, and a control override elsewhere. Both require a verified person.
Anything else
Custom action
Name the action, point AtlaSent at the system that executes it, and write the authority rules. The same model applies: actor, action, resource, context, authority requirements and evidence, decided as deny, hold or permit.
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