Data retention period

Quoted on this wiki

Every place a page here uses this source, in the order the words come in it.

1. 1) In the record “Enter a readable rule per dataset: "3 years after last active contact (prospect), then deletion"” Add the triggering criterion (e.g. "date of last CRM activity", "contract end date")

   In Retention documentation and audits

2. ✅ Controlling implementation (audits) “Periodically verify: relevance of periods, purge execution, archiving access, anonymisation” Log operations: disposal records, purge reports, logs

   In Retention documentation and audits

3. a fixed period (or a set of periods per phase), “and/or an objective criterion for calculating it (e.g. "+3 years after the last active contact").” 🔄 The data lifecycle

   In Retention trigger rules

4. Identity, contact, opt-in trace “3 years after last active contact, then deletion” HR – Candidates

   In Retention trigger rules

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