Retention and Removal Requests

Retention Policy

Prospect records in the private partner workspace are retained while commercial discussions remain active and for a standard 12-month review window following the last activity. Indefinite retention of personal information is not promised or practiced.

Removal Request Workflow

To maintain audit integrity and prevent accidental data loss, partners cannot unilaterally delete prospect records or change prospect ownership directly from the interface. Instead, partners can submit a structured Removal Request specifying the rationale.

The platform owner reviews all removal requests to ensure compliance with statutory audit standards and applicable legal obligations. For general inquiries, email Platform Administration.