Data residency
Define storage and processing boundaries.
An explicit constraint
Residency defines where data may be stored and processed. It applies to Surface resources and connections used for work. A preferred region for latency is different from a mandatory residency boundary.
| Parameter | Expected value | Effect |
|---|---|---|
| Authorized region | Effective organization boundary | Restricts processing |
| Storage | Compatible resources | Retains content within scope |
| AI provider | Compatible endpoint and conditions | Respects the execution constraint |
| Diagnostic | Compatibility or refusal reason | Explains unavailable operations |
Example
If an organization requires European Union processing, its quote drafting profile selects compatible resources. Better latency elsewhere does not permit crossing that boundary. If no authorized compatible resource exists, work identifies what is missing.
Check the whole journey
Review storage, processing, exports and external services. An interface selection alone does not prove residency. Connections and profiles require configuration consistent with organizational policy.
Encryption addresses protection; profiles select execution resources.
Applied examples : Prepare processing with its sources
Declare required sources and connection capabilities. Effective residency remains configured and enforced in Surface.
Configuration
Fragment placed in contextPolicies[]. Properties and accepted values.
{
"key": "quote-context",
"targetDefinitionPaths": [
"workspace/quotes/surface/quote"
],
"sources": [
{
"key": "client",
"kind": "relation",
"definitionPaths": [
"workspace/clients/surface/client"
],
"linkTypePaths": [
"application/client"
],
"queryKey": null,
"required": true,
"revision": "current",
"priority": 1,
"maximumItems": 1,
"maximumCharacters": 8000
}
],
"maximumCharacters": 16000
}
Variation and connection
Fragment placed in publication. Properties and accepted values.
{
"kind": "workspace-application",
"license": "Proprietary",
"requiredCapabilities": [],
"requiredConnections": [
"document.export"
]
}
UI layout example
The illustrative layout below places this configuration in the Clients/Quotes app. Insert each fragment at the stated location, with Field, Query and Action references matching the Model declarations.
- Runtime profile
- Connections
- Residency
- Save
- Processing region
- Region selected in Surface
- Storage
- According to account policy
- Authorized access
- Authorized members