> ## Documentation Index
> Fetch the complete documentation index at: https://docs.anchorage.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Deleting rules

> Remove policy rules that are no longer needed.

You can delete rules that are no longer necessary or that aren't being used. When you delete a rule, operations that would have matched that rule now match the next most-specific rule.

## When to delete rules

Consider deleting rules when:

* **Never used** — A rule hasn't matched any operations in months
* **Obsolete** — Business practice has changed and the rule no longer applies
* **Redundant** — Another rule covers the same scenario
* **Too complex** — A rule is causing confusion without clear benefit
* **Org restructure** — After staffing changes, a rule may no longer make sense

## Before deleting a rule

Before deleting, verify:

1. **Check recent operations** — Did this rule apply to any recent transactions?
2. **Confirm redundancy** — Is another rule covering the same scenarios?
3. **Impact analysis** — What operations will be affected by deleting this rule?
4. **Approval path** — Will deleting this rule speed up or slow down approvals?
5. **Compliance** — Does your compliance requirement depend on this rule?

## Delete a rule

<Steps>
  <Step title="Open policy">
    Go to **Settings** > **Policies** > **Vault policy** or **Admin policy**.

    <Frame caption="Rules list in policy editor">
      <img src="https://mintcdn.com/deployment-4/lSVGGJ7Z6F9zIy7U/knowledge-base/images/screenshots/porto-policy-rules-list.png?fit=max&auto=format&n=lSVGGJ7Z6F9zIy7U&q=85&s=57c023d37370daa9b3892323f956311c" alt="Vault policy showing rules with delete options" style={{ maxWidth: "280px", height: "auto" }} width="828" height="1792" data-path="knowledge-base/images/screenshots/porto-policy-rules-list.png" />
    </Frame>
  </Step>

  <Step title="Find the rule">
    Locate the rule you want to delete in the rules list.
  </Step>

  <Step title="Tap delete">
    Select **Delete rule**, **Remove**, or the **trash** icon.
  </Step>

  <Step title="Confirm deletion">
    You'll be asked to confirm you want to delete this rule. Review the rule one more time.
  </Step>

  <Step title="Note the impact (if shown)">
    Some systems show which operations were matched by this rule — review to understand the impact.
  </Step>

  <Step title="Confirm final deletion">
    Tap **Yes, delete** or **Confirm** to finalize.
  </Step>

  <Step title="Submit policy changes">
    Tap **Submit policy** or **Apply changes**. Rule deletion takes effect.
  </Step>

  <Step title="Approve if required">
    If your policy requires approval for policy changes, the deletion must be approved.
  </Step>
</Steps>

## What happens when you delete a rule

**Before deletion:**

* Withdrawal \$150,000 to new address
* Rule "Large withdrawals to new addresses" = 2 approvers
* Result: 2 approvers required

**After deleting that rule:**

* Same withdrawal \$150,000 to new address
* No longer matches the specific rule
* Now matches rule "Large withdrawals (any address)" = 1 approver
* Result: 1 approver required (faster approval)

Operations move to the **next-most-specific matching rule**. Every operation must match some rule — if you delete the last rule, a default rule must exist.

## Safe deletion practices

### Method 1: Replace, don't delete

Instead of deleting a rule, edit it to be less strict:

* **Before:** "Withdrawals > \$100k to new addresses" = 2 approvers (never used)
* **After:** Delete this rule
* **Better:** Edit rule to "Withdrawals > \$500k to new addresses" = 2 approvers (might capture some operations)

### Method 2: Stage the deletion

For important rules, delete in stages:

1. **Week 1:** Remove rule but keep it in draft state (visible but inactive)
2. **Week 2:** Monitor operations — do they route to other rules correctly?
3. **Week 3:** If no issues, permanently delete the rule
4. **Week 4:** Document the deletion

### Method 3: Create fallback rule first

Before deleting a specific rule, ensure a more general rule exists:

* **To delete:** "Withdrawals to untrusted counterparties" = 2 approvers
* **Fallback needed:** "All withdrawals" = 1 approver (catches what specific rule would have)
* **Then:** Delete the specific rule

## Common deletions

### Delete duplicate rules

You might have created rules that overlap:

**Duplicate rules:**

* Rule A: "Withdrawals > \$100k" = 2 approvers
* Rule B: "Large withdrawals" = 2 approvers (same threshold, same requirement)

**Action:** Delete one of them (keep the more specific one if conditions differ).

### Delete overly specific rules

Rules with very narrow conditions might never match:

**Example overly specific rule:**

* "Withdrawal of exactly \$73,452.50 on Tuesdays between 2 PM and 2:15 PM"
* (Probably never matches; delete it)

### Delete obsolete organization rules

After team restructuring, old rules might reference people who no longer work there:

**Obsolete rule:**

* "Requires approval from Bob and Alice"
* (Bob and Alice left; no one can approve; delete it)

## Fallback rule necessity

Every policy must have a **default/fallback rule** with no conditions. Before deleting any rule:

1. **Check if this is the default rule** — If yes, don't delete it unless replacing it
2. **Verify another rule will match** — Ensure operations won't fall through the cracks
3. **Test mentally** — Think through what rule would match if this one is deleted

## Testing before deletion

If possible, test the impact:

1. **Review recent operations** — See which rule each matched
2. **Simulate deletion** — Mentally trace operations through remaining rules
3. **Check no gaps** — Ensure every possible operation matches some rule
4. **Audit trail** — Review the history of what operations matched this rule

## Approval for rule deletion

Deleting rules requires the same approval process as policy changes:

* **Submitter:** The person proposing rule deletion
* **Approvers:** Usually the same policy that governs vault operations
* **Timing:** Deletion takes effect only after approval
* **Audit trail:** Deletion is recorded showing who approved it and when

## Recovering deleted rules

If you accidentally delete a rule:

1. **Check version history** — Some systems keep policy versions; you can roll back
2. **Recreate the rule** — If no backup, manually recreate it with the same conditions
3. **Request recovery** — Contact your administrator or Porto support for help

Keep documented copies of important rules in case you need to recreate them.

## Communication around deletions

When deleting an important rule, notify users:

1. **What's being deleted** — Name and purpose of the rule
2. **Why** — Business reason for the deletion
3. **Effective date** — When the deletion takes effect
4. **Impact** — How will this affect approvals? Faster or slower?
5. **Examples** — Show examples of operations affected

**Example notification:**

* "We're deleting the 'Small deposit' rule (1 approver for deposits under \$5k) because we'll require 1 approver for all deposits going forward."
* "Effective: Jan 15"
* "Impact: Small deposits will now match the default rule (1 approver), so no change."

## Audit trail of deletions

All rule deletions are recorded:

* **Who deleted it** — The user who made the deletion
* **When** — Exact time and date
* **Which rule** — All conditions and requirements of the deleted rule
* **Approval** — Who approved the deletion
* **Reason** — If provided, why the rule was deleted

This trail allows auditors to understand policy evolution.

## Rule deletion checklist

Before deleting a rule, verify:

* [ ] This rule hasn't been used recently
* [ ] Another rule covers similar scenarios
* [ ] No compliance requirement depends on this rule
* [ ] Users have been notified of the planned deletion
* [ ] A fallback rule exists to catch affected operations
* [ ] The deletion has been approved
* [ ] Audit trail shows the deletion
