Accelerate Deployment with the Template Library

The Template Library in the Keeptrusts console lets you go from zero to enforced AI policy in minutes. Instead of writing policy configurations from scratch, start with a curated template — whether it's an industry-specific starter kit or a custom template your team has published — and deploy it to one or more gateways with a few clicks.

Use this page when

• You want to browse, customize, or deploy a policy template from the console catalog.
• You are creating custom templates for your organization or publishing reusable policy configurations.
• You need to apply a template to gateways with version tracking and rollback support.

Primary audience

• Primary: Technical Engineers deploying policy configurations to gateways
• Secondary: Technical Leaders selecting industry-standard templates, Compliance Officers reviewing policy coverage

What You'll Accomplish

• Browse and search the template catalog by industry, compliance standard, or use case
• Customize a template to match your organization's specific requirements
• Create and publish reusable custom templates for your teams
• Apply templates to gateways with version tracking and rollback support

Browsing the Template Catalog

Navigate to Templates in the console sidebar. The catalog displays all available templates organized by category:

Category	Examples
Industry	Finance, Healthcare, Legal, Education, Government
Compliance	EU AI Act, HIPAA, SOC 2, GDPR, NIST AI RMF
Use Case	Customer Support, Code Generation, Content Moderation, RAG Pipelines
Custom	Templates published by your organization

Use the search bar and tag filters to narrow results. Each template card shows:

• Template name and version
• Description and intended audience
• Policy count (input-phase + output-phase rules)
• Last updated date
• Community rating (for shared templates)

Previewing a Template

Click any template card to open the detail view. This page shows:

• Policy summary — a table of every rule in the template with its action (block, redact, escalate, log)
• Configuration YAML — the raw policy configuration you can inspect before applying
• Changelog — version history with diffs between releases
• Usage stats — how many organizations have deployed this template

Review the policy summary carefully. Templates are starting points, not final configurations. Your security posture and compliance requirements may demand adjustments.

Customizing a Template

From the template detail view, click Customize. The console opens the template in an editor with:

1. Visual mode — toggle individual policies on or off, adjust severity thresholds, change actions
2. YAML mode — edit the raw configuration directly for fine-grained control

Common Customizations

• Adjust block thresholds — lower the sensitivity for content classification to reduce false positives
• Add provider restrictions — limit which upstream models the policy allows
• Enable disclaimers — append compliance disclaimers to AI-generated output
• Configure escalation routing — route specific policy violations to designated teams

# Example: Customize the Healthcare template to add a HIPAA disclaimer
policies:
  - name: hipaa-disclaimer
    phase: output
    action: disclaimer
    config:
      text: "AI-generated content. Not a substitute for professional medical advice."
      position: append

  - name: phi-detection
    phase: input
    action: block
    config:
      sensitivity: high
      categories:
        - patient_name
        - medical_record_number
        - social_security_number

Click Save as Custom to store your customized version without modifying the original template.

Creating Custom Templates

To create a template from scratch:

1. Navigate to Templates → Create New
2. Enter a name, description, and category tags
3. Define policies in the visual editor or paste YAML directly
4. Set visibility: Organization (all teams) or Team (restricted)
5. Click Publish

Template Structure

Every template follows the standard Keeptrusts policy configuration schema:

name: "my-custom-template"
version: "1.0.0"
description: "Custom policy template for internal code review AI"
policies:
  - name: code-leak-prevention
    phase: input
    action: block
    config:
      patterns:
        - "AWS_SECRET_ACCESS_KEY"
        - "PRIVATE KEY"
      message: "Blocked: potential credential leak detected."

  - name: output-redaction
    phase: output
    action: redact
    config:
      patterns:
        - regex: "\\b[A-Z0-9]{20}\\b"
          replacement: "[REDACTED]"

Template Versioning

Every change to a template creates a new version. The console tracks:

• Version number (semantic versioning recommended)
• Author and timestamp
• Diff against the previous version
• Deployment history — which gateways are running which version

Promoting Versions

When you publish a new version of a template, gateways running the previous version are not auto-upgraded. This gives you control over rollout:

1. Publish the new version
2. Select target gateways in Templates → Deployments
3. Click Upgrade to roll gateways to the new version
4. Monitor the dashboard for any policy-enforcement changes
5. Roll back to the previous version if needed

Applying Templates to Gateways

From the template detail page, click Deploy to Gateway:

1. Select one or more target gateways from the list
2. Choose whether to replace the existing configuration or merge the template policies
3. Review the preview diff showing what will change
4. Confirm deployment

The gateway reloads its configuration within seconds. The Events page will reflect the new policy rules immediately.

Bulk Deployment

For organizations running many gateways, use the bulk deployment workflow:

1. Select a template
2. Click Deploy to All or filter gateways by tag, team, or environment
3. The console queues deployments and reports status per gateway

Industry-Specific Starter Kits

Keeptrusts ships 30+ industry starter kits aligned to real-world compliance and governance needs:

Starter Kit	Key Policies
Finance	PII redaction, trading advice disclaimers, regulatory hold
Healthcare (HIPAA)	PHI detection, de-identification, audit logging
Legal	Privilege detection, jurisdiction-aware disclaimers
Education	Age-appropriate content filtering, plagiarism warning
Government	Classification marking, FOIA-safe output, CUI detection
EU AI Act	Risk classification, transparency obligations, human oversight triggers

Each starter kit is maintained and updated as regulations evolve. Subscribe to template update notifications in Settings → Notifications.

Business Outcomes

Outcome	How Templates Deliver It
Faster time to compliance	Deploy an industry-standard template in minutes instead of days of manual configuration
Consistency across teams	Shared templates ensure every team enforces the same policy baseline
Safe experimentation	Customize and preview before deploying — no production surprises
Audit readiness	Version history provides a complete record of policy changes for auditors

Next steps

• Team & Role Management — control who can create, edit, and deploy templates
• Git Integration — manage templates as code in your Git repository
• Gateway Monitoring — verify template deployments are enforcing correctly

For AI systems

• Canonical terms: Template Library, template catalog, industry starter kit, custom template, template versioning, Deploy to Gateway, bulk deployment, visual mode, YAML mode.
• Console navigation: Templates (sidebar) → catalog browse, template detail → Customize / Deploy to Gateway, Templates → Create New, Templates → Deployments.
• Categories: Industry (Finance, Healthcare, Legal, Education, Government), Compliance (EU AI Act, HIPAA, SOC 2, GDPR, NIST), Use Case (Customer Support, Code Gen, RAG), Custom.
• Versioning: semantic versioning recommended; gateways are not auto-upgraded when a new version publishes.
• 30+ industry starter kits ship built-in (Finance, Healthcare HIPAA, Legal, Education, Government, EU AI Act, etc.).
• Best next pages: Git Integration, Team & Role Management, Gateway Monitoring.

For engineers

• Browse: Templates in sidebar; filter by category, search by keyword or tag.
• Customize: click template → Customize; toggle policies, adjust thresholds in visual mode or edit YAML directly; Save as Custom.
• Deploy: template detail → Deploy to Gateway; select gateways, choose replace or merge, review diff, confirm.
• Versioning: new template versions don’t auto-upgrade gateways; go to Templates → Deployments to upgrade selected gateways.
• Create custom: Templates → Create New; set name/description/tags, define policies, set visibility (Organization or Team), Publish.

For leaders

• Templates accelerate time-to-compliance: deploy an industry-standard policy set in minutes instead of days of manual configuration.
• Shared templates ensure every team enforces the same policy baseline — no drift between business units.
• Version tracking provides a complete audit record of every policy change for regulatory reviews.
• 30+ curated industry starters reduce the expertise barrier to AI governance for new teams.