PlanX services fall into two categories -

Users of either type of service may leave feedback, which this policy covers. Otherwise we do not capture user data on guidance services, so this policy primarily refers to submission services only.


Our agreements with customers ask us to retain a backup copy of submission data for 6 months.

PlanX captures several categories of user data, all of which conform to the above principle. Where appropriate, we sanitise personal data after 6 months but retain metadata.

The above approach offers us the following benefits:

Timeline

Our policy begins once a user has submitted their application. This means that in some instances data may be held for a period slightly longer than 6 months in order to maintain consistency.

gantt
		title Data Retention Policy
    dateFormat  YYYY-MM-DD

    section User Journey
    User completes application: uj1, 2022-01-01, 28d

    section User Data
    Lowcal Session: 2022-01-01, 210d
    Lowcal Session (Sanitised): 2022-12-31
    Uploaded files: 2022-01-14, 210d

    section Audit Logs
    Submission audit logs: after uj1, 182d
    Submission audit logs (Sanitised): 2022-12-31
    Reconciliation audit logs: 2022-01-14, 182d

    section Event Metadata
    Submission Event Metadata: after uj1, 182d
    Reconciliation Event Metadata: 2022-01-14, 182d

    section Feedback
    Feedback: 2022-01-14, 182d
    Feedback Learning Log (anonymised): 2022-01-14, 2022-12-31

Data categories

Category Retention Period
User Data 6 months from submission date, then sanitised and held indefinitely
Uploaded Files 6 months from submission date
Audit Logs Submission Logs - 6 months from submission date, then sanitised and held indefinitely.

Reconciliation Logs - 6 months from submission date, then deleted | | Event Metadata | 6 months from creation date, then deleted | | Feedback | Feedback Records - 6 months from creation date, then deleted

Feedback Learning Log - Indefinitely |

What does "Sanitation" mean?