RetentionFinancialOS lifecycle policy

Data retention and deletion practices for financial records.

FinancialOS retains data only as long as needed to operate the product, preserve auditability, and support user-requested financial planning and review workflows.

Document files

Private storage with lifecycle metadata

Uploaded statements carry retention metadata, scheduled delete timestamps, and owner-scoped temporary access URLs.

Derived records

Supporting product operation

Extracted summaries, reviews, actions, decisions, and scenarios are retained to support product functionality and learning workflows unless deletion or legal requirements dictate otherwise.

Deletion handling

How removal is handled

  • Documents may be scheduled for deletion according to retention metadata
  • Deletion activity should be audit-logged
  • Temporary access URLs expire automatically
  • Retention settings should be reviewed periodically
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