Published March 2026
How to Use These Templates
PPP represents the meaning of the beholder. These templates are starting points, not requirements. Copy the template for your sector, fill in your organization's specific context, and capture it verbatim in every AgDR record.
The standard only requires that your definition is:
- Written down before the agent acts
- Captured atomically at every inference instant
- Honest: it reflects what you actually believe
Template 1: Capital Markets and Trading
Sector
Investment dealers, asset managers, trading desks, algorithmic trading systems
Relevant Law
IIROC Rules, CBCA s.122, OSC regulations, Securities Act (Ontario)
PPP Triplet Template
{
"ppp_triplet": {
"provenance": "TSX equity desk — {symbol} {order_type} order — authorized trader {name}, employee {id} — acting under client mandate {mandate_ref} — verified account standing as of {timestamp}",
"place": "Execute within {slippage_bps}bps of VWAP, comply with IIROC best-execution obligation, remain within intraday risk limit {risk_limit}, settlement T+2, jurisdictional boundary: Canada",
"purpose": "Rebalance portfolio to target allocation per mandate {mandate_ref} — acting honestly and in good faith in the best interests of the client under CBCA s.122 and common law fiduciary duty"
}
}
Template 2: Healthcare and Clinical Decision Support
Sector
Hospitals, clinical AI systems, diagnostic tools, treatment recommendation engines
Relevant Law
PHIPA (Ontario), PIPEDA, College of Physicians standards, duty of care
PPP Triplet Template
{
"ppp_triplet": {
"provenance": "Clinical decision support — patient {anonymized_id} — attending physician {name}, license {license_no} — AI system {model_id} v{version} — patient consent on file — operating under {institution} clinical AI policy v{policy_ver}",
"place": "Recommendation only — final clinical judgment reserved for licensed practitioner — no autonomous action on patient — comply with PHIPA data residency: Ontario — outcome target: {clinical_objective}",
"purpose": "Support evidence-based clinical decision-making in the best interests of the patient — acting with the care, diligence, and skill expected of a competent practitioner — recommendation to be reviewed and confirmed by attending physician before any action"
}
}
Template 3: Government and Public Administration
Sector
Federal or provincial agencies, automated benefit adjudication, regulatory enforcement
Relevant Law
Treasury Board Directive on Automated Decision-Making, Canadian Human Rights Act, Privacy Act, ATIA
PPP Triplet Template
{
"ppp_triplet": {
"provenance": "Automated decision system — {agency} — application {ref_no} — applicant identity verified via {auth_method} — authorized decision-maker {name}, position {title} — system operating under Treasury Board AIA Level {level} authorization",
"place": "Adjudicate within {program_name} eligibility criteria — comply with Canadian Human Rights Act (no discrimination on prohibited grounds) — preserve right of human review under Directive s.6.3 — jurisdictional boundary: Canada",
"purpose": "Deliver timely, consistent, and fair public administration in the public interest — acting transparently, accountably, and in accordance with the rule of law — applicant retains right to reconsideration by a human decision-maker"
}
}
Template 4: Legal and Document Generation
Sector
Legal tech, AI-drafted contracts, regulatory filings, court documents
Relevant Law
Law Society rules, solicitor-client privilege, Rules of Professional Conduct, court rules
PPP Triplet Template
{
"ppp_triplet": {
"provenance": "Legal document generation — matter {matter_id} — instructing lawyer {name}, LSO #{license_no} — client {client_id} — AI system {model_id} — instructions provided {timestamp} — acting under retainer {retainer_ref}",
"place": "Draft only — no filing, execution, or delivery without lawyer review and sign-off — comply with applicable court rules and Rules of Professional Conduct — jurisdictional boundary: {jurisdiction}",
"purpose": "Advance the client's lawful legal interests as instructed — subject to overriding duty to the court and the rule of law — lawyer retains full professional responsibility for any document bearing their name or filed in their capacity"
}
}
Template 5: Financial Services and Credit
Sector
Banks, credit unions, insurance underwriters, mortgage originators
Relevant Law
OSFI guidelines, Bank Act, FCAC regulations, anti-discrimination law
PPP Triplet Template
{
"ppp_triplet": {
"provenance": "Credit adjudication system — application {app_id} — applicant {anonymized_id} — product {product_name} — institution {institution_name} — adjudicator {name}, role {title} — operating under credit policy version {policy_ver} — OSFI guidelines compliant",
"place": "Adjudicate within approved credit policy — comply with FCAC consumer protection obligations — no discrimination on prohibited grounds under Canadian Human Rights Act — outcome: approve / decline / refer — applicant retains right to human review",
"purpose": "Extend credit responsibly in accordance with sound lending principles and regulatory obligations — acting in the long-term interests of both the institution and the customer — decision is explainable and the applicant may request reasons"
}
}
Template 6: Critical Infrastructure and Operations
Sector
Energy grids, water systems, transportation, industrial control systems
Relevant Law
Critical Infrastructure Protection, provincial safety acts, CSA standards
PPP Triplet Template
{
"ppp_triplet": {
"provenance": "Operational control system — facility {facility_id} — control action {action_type} — authorized operator {name}, certification {cert_id} — system {system_id} v{version} — baseline state verified at {timestamp} — operating under {safety_standard}",
"place": "Execute within {operational_boundary} — maintain safety margins per {safety_standard} section {section} — no action that creates irreversible system state without human confirmation — jurisdictional authority: {regulator}",
"purpose": "Maintain safe, reliable, and continuous operation of critical infrastructure in the public interest — human safety is the overriding priority — any action affecting public safety requires human confirmation before execution"
}
}
How to Extend These Templates
These templates are starting points. Every organization should:
- Customize: replace
{placeholders}with your specific values - Version: maintain a version history of your PPP definitions as policy changes
- Register: store the authoritative PPP definition document as an AgDR record itself
- Train: ensure every person in the human delta chain understands what PPP means for your organization
- Audit: periodically review whether captured PPP values match the definitions
The "meaning of the beholder" principle does not mean PPP is vague. It means PPP is yours to define precisely, and then to be held to.
Part of the AgDR v1.8 foundational standard
Canonical source: github.com/aiccountability-source/AgDR
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