Data Retention and Policy
Data Retention enables organizations to store project data for a defined duration to meet operational, compliance, regulatory, and audit requirements. Once the configured retention period expires, the system securely archives or permanently removes the data based on the defined policy, ensuring controlled and structured data lifecycle management.
Configuration & Management
The retention policy can be configured by the Tenant Administrator at the project level. Each project may have its own retention period based on business or regulatory needs.
Scope of the Policy
The data retention policy specifically governs the storage and retrieval of Interact workflow data only. It does not impact other components inside the Project.
Key Benefits
• Controlled Data Storage: Ensures project data is stored only for the required period.
• Compliance: Helps meet organizational, security, and audit requirements.
• Data Protection: Automatically removes outdated or unnecessary records to safeguard sensitive information.
• System Performance: Manages database size efficiently to maintain smooth operations.
Configuring Data Retention
Data retention settings are configured at the project level. Only users with the Tenant Admin role can manage these settings.
Steps to Enable and Configure:
1. Navigate to the Edit option for the project.
2. Enable the Data Retention option.
3. Configure the retention parameters by selecting values from:
a. Archival Days
b. Purge Days
Default Settings: Archival Days: 90 and Purge Days: 180
Archival Days
1. Defines the period during which data remains fully accessible for review, reporting, and workflow operations.
2. After the archival period ends, data moves to the purge phase.
3. Configurable values: 30, 60, or 90 days
Purge Days
1. Defines the duration after archival during which data is retained in a purged state before permanent deletion.
2. After this period, data is permanently deleted and cannot be recovered.
3. Configurable values: 120, 160, or 180 days
