Dartmouth Advisory Partners (DAP) is an advisory and embedded engineering firm. It builds technology around an institution’s own policy: written policies, mandates and operating knowledge become approved rules, accountable review and inspectable decision evidence inside a working system the institution owns. DAP works primarily with institutional financial services: asset managers, OCIOs, pensions, insurers and family offices.
Living Policy Architecture is DAP’s framework for turning written policy into governed, executable logic. Policy sources become validated rules that keep their source clause and version. Actions run inside those rules. When information is missing or judgment is required, the system pauses with an explicit route to a person. Every outcome keeps its input, approved rule, source version and result in a record that can be inspected.
A policy owner validates the translation. Each rule retains its source clause and version, and interpretation is reviewed before it becomes authority. Approved rules then shape what proceeds, what pauses and what cannot happen.
The system pauses with an explicit route to a person. The workflow separates permission from uncertainty: a hard limit stops the action, and an incomplete assessment routes to its accountable owner.
No. Judgment has a place in the design. Accountable people validate the rules, own the escalations and review the outcomes. Reviewed outcomes and expert corrections inform the next validated improvement, so approved knowledge becomes reusable.
The system itself: configuration, working components, decision history, documentation and the operating understanding to run and improve it. DAP transfers these as part of the work, so future changes build on what has already been validated.
