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[Docs] Add docs guide for using policies (#20914)
* init schema with TAGS * ui: add policy test * resolvePoliciesCall * add_policy_sources_to_metadata + headers * types Policy * preview Impact * def _describe_match_reason( * match based on TAGs * TestTagBasedAttachments * test fixes * add policy_resolve_router * add_guardrails_from_policy_engine * TestMatchAttribution * refactor * fix * fix: address Greptile review feedback on policy resolve endpoints - Track unnamed keys/teams as separate counts instead of inflating affected_keys_count with duplicate "(unnamed key)" placeholders. Added unnamed_keys_count and unnamed_teams_count to response. - Push alias pattern matching to DB via _build_alias_where() which converts exact patterns to Prisma "in" and suffix wildcards to "startsWith" filters. - Gate sync_policies_from_db/sync_attachments_from_db behind force_sync query param (default false) to avoid 2 DB round-trips on every /policies/resolve request. - Remove worktree-only conftest.py that cleared sys.modules at import time — no longer needed since code moved to main repo. - Rename MAX_ESTIMATE_IMPACT_ROWS → MAX_POLICY_ESTIMATE_IMPACT_ROWS. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * fix: eliminate duplicate DB queries and fix header delimiter ambiguity - Fetch teams table once in estimate_attachment_impact and reuse for both tag-based and alias-based lookups (was querying teams twice when both tag_patterns and team_patterns were provided). - Convert tag/team filter functions from async DB queries to sync filters that operate on pre-fetched data (_filter_keys_by_tags, _filter_teams_by_tags). - Fix comma ambiguity in x-litellm-policy-sources header: use '; ' as entry delimiter since matched_via values can contain commas. - Use '+' as the within-value separator in matched_via reason strings (e.g. "tag:healthcare+team:health-team") to avoid conflict with header delimiters. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com> * docs v1 guide with UI imgs * docs fix --------- Co-authored-by: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
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5 changed files with 310 additions and 35 deletions
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@ -1,3 +1,7 @@
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import Image from '@theme/IdealImage';
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import Tabs from '@theme/Tabs';
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import TabItem from '@theme/TabItem';
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# [Beta] Guardrail Policies
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Use policies to group guardrails and control which ones run for specific teams, keys, or models.
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@ -10,6 +14,9 @@ Use policies to group guardrails and control which ones run for specific teams,
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## Quick Start
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<Tabs>
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<TabItem value="config" label="config.yaml">
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```yaml showLineNumbers title="config.yaml"
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model_list:
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- model_name: gpt-4
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@ -43,6 +50,26 @@ policy_attachments:
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scope: "*" # apply to all requests
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```
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</TabItem>
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<TabItem value="ui" label="UI (LiteLLM Dashboard)">
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**Step 1: Create a Policy**
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Go to **Policies** tab and click **+ Create New Policy**. Fill in the policy name, description, and select guardrails to add.
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</TabItem>
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</Tabs>
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Response headers show what ran:
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```
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@ -58,6 +85,9 @@ x-litellm-applied-guardrails: pii_masking,prompt_injection
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You have a global baseline, but want to add extra guardrails for a specific team.
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<Tabs>
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<TabItem value="config" label="config.yaml">
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```yaml showLineNumbers title="config.yaml"
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policies:
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global-baseline:
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@ -81,6 +111,30 @@ policy_attachments:
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- finance # team alias from /team/new
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```
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</TabItem>
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<TabItem value="ui" label="UI (LiteLLM Dashboard)">
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**Option 1: Create a team-scoped attachment**
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Go to **Policies** > **Attachments** tab and click **+ Create New Attachment**. Select the policy and the teams to scope it to.
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**Option 2: Attach from team settings**
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Go to **Teams** > click on a team > **Settings** tab > under **Policies**, select the policies to attach.
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<Image img={require('../../../img/policy_team_attach.png')} />
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</TabItem>
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</Tabs>
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Now the `finance` team gets `pii_masking` + `strict_compliance_check` + `audit_logger`, while everyone else just gets `pii_masking`.
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## Remove guardrails for a specific team
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@ -201,6 +255,60 @@ policy_attachments:
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- "test-*" # key alias pattern
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```
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**Tag-based** (matches keys/teams by metadata tags, wildcards supported):
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```yaml showLineNumbers title="config.yaml"
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policy_attachments:
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- policy: hipaa-compliance
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tags:
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- "healthcare"
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- "health-*" # wildcard - matches health-team, health-dev, etc.
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```
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Tags are read from key and team `metadata.tags`. For example, a key created with `metadata: {"tags": ["healthcare"]}` would match the attachment above.
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## Test Policy Matching
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Debug which policies and guardrails apply for a given context. Use this to verify your policy configuration before deploying.
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<Tabs>
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<TabItem value="ui" label="UI (LiteLLM Dashboard)">
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Go to **Policies** > **Test** tab. Enter a team alias, key alias, model, or tags and click **Test** to see which policies match and what guardrails would be applied.
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<Image img={require('../../../img/policy_test_matching.png')} />
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</TabItem>
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<TabItem value="api" label="API">
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```bash
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curl -X POST "http://localhost:4000/policies/resolve" \
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-H "Authorization: Bearer <your_api_key>" \
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-H "Content-Type: application/json" \
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-d '{
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"tags": ["healthcare"],
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"model": "gpt-4"
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}'
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```
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Response:
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```json
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{
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"effective_guardrails": ["pii_masking"],
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"matched_policies": [
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{
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"policy_name": "hipaa-compliance",
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"matched_via": "tag:healthcare",
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"guardrails_added": ["pii_masking"]
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}
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]
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}
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```
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</TabItem>
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</Tabs>
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## Config Reference
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### `policies`
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@ -233,14 +341,18 @@ policy_attachments:
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scope: ...
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teams: [...]
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keys: [...]
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models: [...]
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tags: [...]
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```
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| Field | Type | Description |
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|-------|------|-------------|
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| `policy` | `string` | **Required.** Name of the policy to attach. |
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| `scope` | `string` | Use `"*"` to apply globally. |
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| `teams` | `list[string]` | Team aliases (from `/team/new`). |
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| `teams` | `list[string]` | Team aliases (from `/team/new`). Supports `*` wildcard. |
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| `keys` | `list[string]` | Key aliases (from `/key/generate`). Supports `*` wildcard. |
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| `models` | `list[string]` | Model names. Supports `*` wildcard. |
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| `tags` | `list[string]` | Tag patterns (from key/team `metadata.tags`). Supports `*` wildcard. |
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### Response Headers
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@ -248,6 +360,7 @@ policy_attachments:
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|--------|-------------|
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| `x-litellm-applied-policies` | Policies that matched this request |
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| `x-litellm-applied-guardrails` | Guardrails that actually ran |
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| `x-litellm-policy-sources` | Why each policy matched (e.g., `hipaa=tag:healthcare; baseline=scope:*`) |
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## How it works
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139
docs/my-website/docs/proxy/guardrails/policy_tags.md
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139
docs/my-website/docs/proxy/guardrails/policy_tags.md
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@ -0,0 +1,139 @@
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# Tag-Based Policy Attachments
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Apply guardrail policies automatically to any key or team that has a specific tag. Instead of attaching policies one-by-one, tag your keys and let the policy engine handle the rest.
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**Example:** Your security team requires all healthcare-related keys to run PII masking and PHI detection. Tag those keys with `health`, create a single tag-based attachment, and every matching key gets the guardrails automatically.
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## 1. Create a Policy with Guardrails
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Navigate to **Policies** in the left sidebar. You'll see a list of existing policies along with their guardrails.
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Click **+ Add New Policy**. In the modal, enter a name for your policy (e.g., `high-risk-policy2`). You can also type to search existing policy names if you want to reference them.
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Scroll down to **Guardrails to Add**. Click the dropdown to see all available guardrails configured on your proxy — select the ones this policy should enforce.
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After selecting your guardrails, they appear as chips in the input field. The **Resolved Guardrails** section below shows the final set that will be applied (including any inherited from a parent policy).
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Click **Create Policy** to save.
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## 2. Add a Tag Attachment for the Policy
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After creating the policy, switch to the **Attachments** tab. This is where you define *where* the policy applies.
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Click **+ Add New Attachment**. The Attachments page explains the available scopes: Global, Teams, Keys, Models, and **Tags**.
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In the **Create Policy Attachment** modal, first select the policy you just created from the dropdown.
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Choose **Specific (teams, keys, models, or tags)** as the scope type. This expands the form to show fields for Teams, Keys, Models, and Tags.
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Scroll down to the **Tags** field and type the tag to match — here we enter `health`. You can enter any string, or use a wildcard pattern like `health-*` to match all tags starting with `health-` (e.g., `health-team`, `health-dev`).
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## 3. Check the Impact of the Attachment
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Before creating the attachment, click **Estimate Impact** to preview how many keys and teams would be affected. This is your blast-radius check — make sure the scope is what you expect before applying.
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The **Impact Preview** appears inline, showing exactly how many keys and teams would be affected. In this example: "This attachment would affect **1 key** and **0 teams**", with the key alias `hi` listed.
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Once you're satisfied with the impact, click **Create Attachment** to save.
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The attachment now appears in the table with the policy name `high-risk-policy2` and tag `health` visible.
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## 4. Create a Key with the Tag
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Navigate to **Virtual Keys** in the left sidebar. Click **+ Create New Key**.
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Enter a key name and select a model. Then expand **Optional Settings** and scroll down to the **Tags** field.
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In the **Tags** field, type `health` and press Enter. This is the tag the policy engine will match against.
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The tag `health` now appears as a chip in the Tags field. Confirm your settings look correct.
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Click **Create Key** at the bottom of the form.
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A dialog appears with your new virtual key. Click **Copy Virtual Key** — you'll need this to test in the next step.
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## 5. Test the Key and Validate the Policy is Applied
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Navigate to **Playground** in the left sidebar to test the key interactively.
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Under **Virtual Key Source**, select "Virtual Key" and paste the key you just copied into the input field.
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Select a model from the **Select Model** dropdown.
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Type a message and press Enter. If a guardrail blocks the request, you'll see it in the response. In this example, the `testing-pl` guardrail detected an email pattern and returned a 403 error — confirming the policy is working.
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**Using curl:**
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You can also verify via the command line. The response headers confirm which policies and guardrails were applied:
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```bash
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curl -v http://localhost:4000/chat/completions \
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-H "Authorization: Bearer <your-tagged-key>" \
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-H "Content-Type: application/json" \
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-d '{
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"model": "gpt-4o",
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"messages": [{"role": "user", "content": "say hi"}]
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}'
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```
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Check the response headers:
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```
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x-litellm-applied-policies: high-risk-policy2
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x-litellm-applied-guardrails: pii-pre-guard,phi-pre-guard,testing-pl
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x-litellm-policy-sources: high-risk-policy2=tag:health
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```
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| Header | What it tells you |
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|--------|-------------------|
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| `x-litellm-applied-policies` | Which policies matched this request |
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| `x-litellm-applied-guardrails` | Which guardrails actually ran |
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| `x-litellm-policy-sources` | **Why** each policy matched — `tag:health` confirms it was the tag |
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BIN
docs/my-website/img/policy_team_attach.png
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BIN
docs/my-website/img/policy_team_attach.png
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After Width: | Height: | Size: 225 KiB |
BIN
docs/my-website/img/policy_test_matching.png
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BIN
docs/my-website/img/policy_test_matching.png
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Binary file not shown.
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After Width: | Height: | Size: 200 KiB |
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@ -42,49 +42,62 @@ const sidebars = {
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label: "Guardrails",
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items: [
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"proxy/guardrails/quick_start",
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"proxy/guardrails/guardrail_policies",
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"proxy/guardrails/guardrail_load_balancing",
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"proxy/guardrails/test_playground",
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"proxy/guardrails/litellm_content_filter",
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{
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type: "category",
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"label": "Contributing to Guardrails",
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label: "Providers",
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items: [
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...[
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"proxy/guardrails/qualifire",
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"proxy/guardrails/aim_security",
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"proxy/guardrails/onyx_security",
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"proxy/guardrails/aporia_api",
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"proxy/guardrails/azure_content_guardrail",
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"proxy/guardrails/bedrock",
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"proxy/guardrails/enkryptai",
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"proxy/guardrails/ibm_guardrails",
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"proxy/guardrails/grayswan",
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"proxy/guardrails/hiddenlayer",
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"proxy/guardrails/lasso_security",
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"proxy/guardrails/guardrails_ai",
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"proxy/guardrails/lakera_ai",
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"proxy/guardrails/model_armor",
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"proxy/guardrails/noma_security",
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"proxy/guardrails/dynamoai",
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"proxy/guardrails/openai_moderation",
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"proxy/guardrails/pangea",
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"proxy/guardrails/pillar_security",
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"proxy/guardrails/pii_masking_v2",
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"proxy/guardrails/panw_prisma_airs",
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"proxy/guardrails/secret_detection",
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"proxy/guardrails/custom_guardrail",
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"proxy/guardrails/custom_code_guardrail",
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"proxy/guardrails/prompt_injection",
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"proxy/guardrails/tool_permission",
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"proxy/guardrails/zscaler_ai_guard",
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"proxy/guardrails/javelin"
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].sort(),
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],
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},
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{
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type: "category",
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label: "Contributing to Guardrails",
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items: [
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"adding_provider/generic_guardrail_api",
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"adding_provider/simple_guardrail_tutorial",
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"adding_provider/adding_guardrail_support",
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]
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},
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"proxy/guardrails/test_playground",
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"proxy/guardrails/litellm_content_filter",
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...[
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"proxy/guardrails/qualifire",
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"proxy/guardrails/aim_security",
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"proxy/guardrails/onyx_security",
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"proxy/guardrails/aporia_api",
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"proxy/guardrails/azure_content_guardrail",
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"proxy/guardrails/bedrock",
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"proxy/guardrails/enkryptai",
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"proxy/guardrails/ibm_guardrails",
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"proxy/guardrails/grayswan",
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"proxy/guardrails/hiddenlayer",
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"proxy/guardrails/lasso_security",
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"proxy/guardrails/guardrails_ai",
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"proxy/guardrails/lakera_ai",
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"proxy/guardrails/model_armor",
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"proxy/guardrails/noma_security",
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"proxy/guardrails/dynamoai",
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"proxy/guardrails/openai_moderation",
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"proxy/guardrails/pangea",
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"proxy/guardrails/pillar_security",
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"proxy/guardrails/pii_masking_v2",
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"proxy/guardrails/panw_prisma_airs",
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"proxy/guardrails/secret_detection",
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"proxy/guardrails/custom_guardrail",
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"proxy/guardrails/custom_code_guardrail",
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"proxy/guardrails/prompt_injection",
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"proxy/guardrails/tool_permission",
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"proxy/guardrails/zscaler_ai_guard",
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"proxy/guardrails/javelin"
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].sort(),
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],
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},
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{
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type: "category",
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label: "Policies",
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items: [
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"proxy/guardrails/guardrail_policies",
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"proxy/guardrails/policy_tags",
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],
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},
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{
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],
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},
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"proxy/caching",
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{
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type: "link",
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label: "Guardrails",
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href: "https://docs.litellm.ai/docs/proxy/guardrails/quick_start",
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},
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{
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type: "link",
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label: "Policies",
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href: "https://docs.litellm.ai/docs/proxy/guardrails/guardrail_policies",
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},
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{
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type: "category",
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label: "Create Custom Plugins",
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