Policy & Scope Questionnaires

Pretorin uses questionnaire workflows to capture organizational policy information and system scope details. Both follow a similar lifecycle: answer questions, generate documents, review, and iterate.

Policy Questionnaire Workflow

Organization policies (e.g., Access Control Policy, Incident Response Policy) are defined at the org level and apply across systems.

1. List Available Policies

pretorin policy list

Or via MCP: list_org_policies

2. View Current State

# Show questionnaire state and saved review findings
pretorin policy show --policy <policy-id-or-name>

Or via MCP:

get_pending_policy_questions  # lightweight — only unanswered
get_policy_question_detail    # guidance and examples per question

3. Answer Questions

Via CLI — Draft answers from your workspace:

# Preview proposed answers
pretorin policy populate --policy <policy-id>

# Apply answers to the platform
pretorin policy populate --policy <policy-id> --apply

Via MCP — Answer individually for precise control:

answer_policy_question(policy_id, question_id, answer)

Or batch-update multiple answers:

patch_org_policy_qa(policy_id, updates=[{question_id, answer}, ...])

4. Generate Policy Document

Once questions are answered, trigger AI document generation:

trigger_policy_generation(policy_id)

5. Review

Trigger an AI review of the policy:

trigger_policy_review(policy_id)
get_policy_review_results(policy_id)  # poll for results

Review results include findings with severity levels, affected sections, and recommended fixes.

6. Track Status

get_policy_workflow_state(policy_id)
get_policy_analytics()

Scope Questionnaire Workflow

Scope questionnaires are system+framework specific. They define what’s in scope, what’s excluded, and system boundary details.

1. View Current State

# Show scope questionnaire state and review findings
pretorin scope show --system "My System" --framework-id fedramp-moderate

Or via MCP:

get_pending_scope_questions(system_id, framework_id)
get_scope_question_detail(system_id, framework_id, question_id)

2. Answer Questions

Via CLI — Draft answers from your workspace:

# Preview proposed answers
pretorin scope populate --system "My System" --framework-id fedramp-moderate

# Apply answers to the platform
pretorin scope populate --system "My System" --framework-id fedramp-moderate --apply

Via MCP — Answer individually:

answer_scope_question(system_id, framework_id, question_id, answer)

Or batch-update:

patch_scope_qa(system_id, framework_id, updates=[{question_id, answer}, ...])

3. Generate Scope Document

trigger_scope_generation(system_id, framework_id)

4. Review

trigger_scope_review(system_id, framework_id)
get_scope_review_results(system_id, framework_id)

5. View Full Scope

get_scope(system_id, framework_id)

Returns scope narrative, excluded controls, and Q&A responses.

Bulk Questionnaire Campaigns

For answering many questions at once, use campaigns:

# Answer all incomplete policy questions
pretorin campaign policy --mode answer --all-incomplete

# Answer scope questions
pretorin campaign scope --mode answer --system "My System" --framework-id fedramp-moderate

# Fix review findings
pretorin campaign policy --mode review-fix --policies <policy-id>

See Campaign Workflows for details on the campaign lifecycle.