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Folder Structure for Regulatory Compliance

Use folders for human orientation and broad access boundaries, but push most compliance logic into metadata and policy engines.

High-Level Pattern (Top 2-3 Levels)

Level 1: Domain

  • /clinical/ - Care delivery policies, protocols, order sets
  • /administrative/ - HR, operations, facilities
  • /security-privacy/ - HIPAA, GDPR, security policies
  • /billing-revenue/ - Coding, billing, collections
  • /research/ - IRB, study procedures
  • /risk/ - Risk management, AML, KYC
  • /trading/ - Trading procedures, disclosures
  • /finance/ - Financial reporting, products

Level 2: Jurisdiction

  • /us/ - United States
  • /eu/ - European Union
  • /uk/ - United Kingdom
  • /br/ - Brazil
  • /multi-jurisdiction/ - Cross-border

Level 3: Document Type

  • /policy/ - High-level policies
  • /procedure/ - Detailed procedures
  • /sop/ - Standard operating procedures
  • /work-instruction/ - Step-by-step instructions
  • /form/ - Forms and templates
  • /guideline/ - Best practice guidelines

Usage Examples

# Basic usage
/command-name

# With options
/command-name --option value

# Advanced usage
/command-name path/to/target --recursive --verbose

Invocation

/command-name [arguments] [options]

Separate Working vs Controlled Content

FolderPurpose
/draft/Authoring and review
/controlled/Approved/official
/archive/Obsolete/superseded

Example Paths

clinical/us/policy/hipaa-privacy-officer.md
risk/eu/procedure/aml-kyc-review.md
trading/us/policy/sec-17a4-electronic-records.md

Naming Conventions

Include IDs and versions in filenames:

DOC-CLN-001-hipaa-privacy-v3.2.md
DOC-SEC-015-breach-notification-v2.1.md
DOC-FIN-003-trading-records-v1.0.md

Format: DOC-{DOMAIN}-{NUMBER}-{slug}-v{major}.{minor}.md

Automation Requirements

Use RPA/agents to normalize:

  • Folder placement
  • Filenames on ingest
  • Metadata extraction

Key Principle

Folders provide human-readable organization. The authoritative compliance data lives in metadata and retention tables.

References