Data Retention Rules
Use data retention rules to comply with the Data Protection Act, etc by:
Data retention rules are set in three ways:
1. At system level you can set the retention periods to be applied:
2. At form level, you select the specific retention rules to apply to completed forms:
note: form level retention rules are applied based on the last time a form was changed or actioned in workflow, applications are treated as unsuccessful if ANY workflow field starts with Decline, Withdraw, W/D or Fail (eg Declined, Withdrawn, W/D Dup will all be included)
3. At field level, you can define which fields on application forms are treated as personal data
note: sensitive personal data is destroyed when the short retention period has passed from the date the customer submitted their form, not from the date of any credit or ID searches
Encryption of sensitive personal data (new in release 6.8)