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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applications are treated as unsuccessful if ANY workflow field starts with Decline, Withdraw, W/D or Fail (eg Declined, Withdrawn, W/D Dup will all be included)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