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Notification Policies

Why This Exists

This document defines policies that govern notification behavior and event response.

Owner

The owner is the Chief Product Officer and Enterprise Architect.

Business Value

Policies make communication consistent. They decide who receives a message, which channel is used, when it is sent, whether it is escalated, and how delivery failure is handled.

Policy Catalogue

Policy When it runs Decision made Outputs
Recipient Resolution Policy When a notification request is received. Which users, roles, teams, or contacts should receive the notification. Recipient list.
Channel Selection Policy Before delivery plan creation. Which channels are allowed and preferred. Channel plan.
Preference Application Policy Before scheduling and delivery. Which preferences apply and whether suppression is allowed. Preference decision.
Priority Policy When priority is missing or AI-assisted priority is proposed. Final notification priority. Priority assignment.
Template Selection Policy Before rendering. Which template version should be used. Template reference.
Scheduling Policy Before send. Whether to send immediately, delay, repeat, or schedule deadline-relative reminders. Schedule record.
Quiet Hours Policy Before channel delivery. Whether delivery should wait, use in-app only, or override due to criticality. Send or delay decision.
Delivery Retry Policy After delivery failure. Whether to retry, switch channel, or stop. Retry plan.
Escalation Policy When unread, undelivered, or unacknowledged thresholds are reached. Whether and how to escalate. Escalation record.
Communication History Policy After any notification event. What history entry must be recorded. History entry.
Consent And Channel Compliance Policy Before SMS, WhatsApp, email, or push delivery. Whether the channel can legally and operationally be used. Allow, block, or alternate channel.

Escalation Policy

Escalation should apply to critical procurement communication such as:

  • Compulsory briefing reminders.
  • Tender close deadlines.
  • Bid approval blockers.
  • Expiring compliance documents needed for a live tender.
  • Contract milestone risks.
  • Payment reminders affecting delivery or subscription access.

Escalation must have a clear reason, target, and threshold. It must not change the source domain's business facts.

Intelligence Assistance Policy

Intelligence may summarize notification content, recommend timing, detect urgency, or suggest grouping. Notification applies final policy decisions and owns delivery state.

Policy Flow

flowchart LR
    Request[Notification request]
    Recipient[Recipient policy]
    Channel[Channel policy]
    Preference[Preference policy]
    Schedule[Scheduling policy]
    Delivery[Delivery policy]
    Escalation[Escalation policy]

    Request --> Recipient
    Recipient --> Channel
    Channel --> Preference
    Preference --> Schedule
    Schedule --> Delivery
    Delivery --> Escalation