Control details
Customer schedules
- •Administrators define versioned retention policies by record class and source, with a records-schedule reference and a calculated effective period.
Source restrictions
- •Licensed-source minimums and maximums constrain the effective retention window so a customer schedule cannot override provider or dataset rights.
Legal holds
- •General and operational holds block destructive lifecycle actions for in-scope records until the hold is released.
Disposition
- •Disposition requires an explicit review decision.
- •Long-term archival and non-retainable records require documented policy context.
Export
- •Public-records and e-discovery packages preserve record-level custody hashes and a package checksum.
- •Approved report editions preserve the exact data and definitions used at issuance.
Deletion
- •Deletion is audited.
- •Legal holds, contract terms, source-license rules, backup cycles, and security obligations may affect deletion timing or scope.
Default examples
- •The baseline control model includes seven-year audit retention, social content for the contract term plus one year, and configurable 30-day AI prompt/output retention.
- •Contracted tenant policy is authoritative.
Important: Published durations are baseline control defaults. The signed customer agreement and configured records schedule govern each organization.