Proxy Authorisation
Authorises a proxy to act on behalf of a testator — information gathering, communication, negotiation, or full decision-making. Includes consent record with cultural consent methods
Authorises a proxy to act on behalf of a testator — information gathering, communication, negotiation, or full decision-making. Includes consent record with cultural consent methods
Required fields
iddelegateTypetestatorPersonIdscopeconsentRecord
Fields
| Field | Type | Req | Description |
|---|---|---|---|
| activationDate | string | For on_date trigger | |
| activationTrigger | enum | The condition that activates this delegation Sovrin guardianship: conditional delegation; MOSIP death registration; Google Inactive Account Manager uses inactivity-based delegation | |
| activationVerificationMethod | enum | Method used to verify that the activation condition has been met MOSIP integrates with civil registration for death verification | |
| activationVerifiedAt | string | When the activation condition was verified | |
| activationVerifiedBy | string | Who verified the activation condition was met | |
| agentCapabilities | array | What the agent is permitted to do under this authorisation. The schema records the authorised capabilities; the application enforces whether they are exercised | |
| agentId | string | Identifier for the AI agent delegate. Required when delegateType is agent. Format is intentionally flexible to accommodate different agent identity schemes as they emerge | |
| agentIdDisplay | string | Human-readable display name for the agent | |
| auditLog | array[object] | Structured log of delegation actions — complements the auditTrailEnabled boolean FHIR AuditEvent pattern | |
| auditTrailEnabled | boolean | Whether all actions taken by the proxy should be logged for audit purposes | |
| authenticationMethod | enum | How the delegate proves its identity when exercising this authorisation api_key: authenticated via API key. oauth_token: authenticated via OAuth 2.0. verifiable_credential: W3C Verifiable Credential (VC Data Model 2.0). delegation_protocol: authenticated via a standards-body delegation protocol (OpenID Foundation or equivalent). mcp_session: authenticated via MCP session. human_verified: identity verified by a human (e.g. in-person identification). | |
| consentRecord | Consent record | Record of the testator's consent to this proxy authorisation | |
| credentialRef | string | URI pointing to an external delegation credential (W3C Verifiable Credential 2.0, OpenID Foundation, or other delegation protocol). Protocol-agnostic When a delegation protocol standard is published, this field holds the credential URI | |
| dealerNegotiationPermitted | boolean | Whether the proxy is specifically authorised to negotiate with dealers and third parties interested in estate assets | |
| delegateType | enum | The type of entity being delegated authority. Determines which identity fields are required person: a human delegate (executor, solicitor, family member) — proxyPersonId is required. agent: an AI agent acting on behalf of the testator (Arthur, Operations AI) — agentId is required. organisation: a corporate entity acting as delegate (law firm, trust company) — proxyPersonId references the organisation's representative. | |
| delegationConstraints | object | Constraints limiting how this delegation may be exercised | |
| delegationType | enum | The type of delegation — on-behalf-of preserves principal/agent distinction, impersonation collapses it OpenID Unfinished Digital Estate report; OAuth RFC 8693 act claim | |
| expiryDate | string | Date on which the proxy authorisation expires, if time-limited | |
| externalConsentRef | string | URI pointing to an external consent record (FHIR Consent resource, or any external consent management system) FHIR R5 Consent resource reference. Generic — works with any consent system, not just FHIR. | |
| healthcareRecordAccess | boolean | Whether this delegation includes authority to access the deceased's medical records. Relevant for FHIR integration and healthcare interoperability | |
| id | string | Unique identifier for this proxy authorisation within the INHERIT document | |
| notes | string | Free-text notes about this proxy authorisation | |
| provenance | Provenance | Consolidated provenance metadata — how this entity was created, by whom, and whether a human has verified it | |
| proxyPersonId | string | Reference to the Person.id of the authorised proxy. Required when delegateType is person or organisation | |
| proxyPersonIdDisplay | string | Human-readable display name for the referenced proxy person | |
| revocation | object | Structured revocation record — models revocation as a mechanism, not just a date Cross-jurisdiction revocation requires knowing who revoked, under which jurisdiction's authority, and whether a challenge period applies | |
| revocationDate | string | Date the proxy authorisation was revoked by the testator, if applicable | |
| scope | enum | The scope of authority granted to the proxy full: proxy may act in all capacities. information_gathering: proxy may only gather information about the estate. communication: proxy may communicate with professionals and family on the testator's behalf. negotiation: proxy may negotiate with dealers, professionals, and other parties. decision_making: proxy may make binding decisions on the testator's behalf. | |
| startDate | string | Date from which the proxy authorisation is effective | |
| subDelegation | object | Whether the delegate can re-delegate authority. Supports delegation chains (executor → solicitor → paralegal) Delegation chains are a core requirement for digital estate access — executor → solicitor → paralegal | |
| testatorPersonId | string | Reference to the Person.id of the testator granting the authorisation | |
| testatorPersonIdDisplay | string | Human-readable display name for the referenced testator person |
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