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:
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
| 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 |