User Manual

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Data Retention Rules

Use data retention rules to comply with the Data Protection Act, etc by: - destroying unsuccessful loan and membership applications after a set time (typically 3 months) - redacting personal data from successful applications after a set time (typically 18 months) - archiving non-personal data from successful applications to allow trend analysis, etc - destroying data from all miscellaneous forms after a set time (typically 3 months)

Data retention rules are set in three ways:

1. At system level you can set the retention periods to be applied: - Long retention period (months until successful applications are redacted and archived) - Short retention period (months until unsuccessful applications and misc forms are destroyed)

2. At form level, you select the specific retention rules to apply to completed forms: - credit application - redact, purge and archive - misc form - purge without archive

3. At field level, you can define which fields on application forms are treated as personal data - standard library fields marked [PD] are always treated as personal data - other fields are treated as personal data if PERSONAL_DATA is added to special treatment

1. At system level you can set the number of months after which personal data is redacted data is destroyed