docs(idm): complete delegation lifecycle guidance
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@@ -35,6 +35,34 @@ authority must clear it, or whether only the authority can initiate and grant
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it. Recipient acceptance can be required or waived only by an explicit policy
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with recorded provenance.
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## Delegation, Substitution, And Acting In Place
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These modes are explicit assignment sources; ordinary group membership never
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creates them:
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- A **delegated assignment** is a bounded substitution. For example, a registry
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lead may delegate the same delegable function to a deputy until Friday. The
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deputy acts as themself, and Access receives both the derived assignment ID
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and its source assignment ID.
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- An **acting-for assignment** is a bounded representation context. For example,
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an assistant may select an active acting context for the represented function
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holder. Access records the real account, the selected assignment, and the
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represented account on the session and in audit evidence. No acting-for
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authority is effective until that exact context is selected.
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- A **direct assignment** is the holder's own function fact and has no source
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assignment or represented account.
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The Organizations function must permit the requested mode. The source and
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derived assignments must belong to the same tenant and function, and the
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source must be current and active. An actor also needs the assignment-write
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scope; where a governance profile is enabled, Policy must authorize the
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request/grant or an administrator must use the recorded emergency-override
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path. Validity windows make substitutions expire automatically. Deactivation
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revokes an assignment without deleting its provenance. IDM emits changed,
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revoked, and expired lifecycle events and writes the normal assignment audit
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record; effective-directory reads immediately exclude inactive, future,
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expired, or source-invalid derived assignments.
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## Grant Profiles
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The first policy profiles are:
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