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skills/mohitagw15856/pm-claude-skills/data-retention-policy

data-retention-policy

2
mohitagw15856/pm-claude-skills·Audit passed·Snapshot c0864eaed2dd

Summary

This source did not publish a separate summary. Review SKILL.md before using the skill.

SKILL.md

Data Retention Policy Skill

"Keep everything forever" is a liability, not a strategy — it grows breach exposure, violates data- minimisation rules (GDPR, CCPA), and turns every data subject request into an archaeology project. This skill builds a retention schedule that ties each data category to how long you keep it and why (legal basis), with a concrete deletion trigger — so retention is a defensible policy, not an accident.

Required Inputs

Ask for these only if they aren't already provided:

  • Data categories — the kinds of data you hold (customer records, logs, financial, HR, marketing, backups).
  • Legal/regulatory drivers — anything mandating minimum retention (tax/financial records, employment law) or maximum (GDPR minimisation, sector rules).
  • Business need — why each category is genuinely needed and for how long.
  • Where it lives — systems and backups (backups are the most-forgotten place data outlives its policy).

Output Format

Data Retention Schedule: [organisation]

1. Schedule — the core table, one row per data category:

Data categoryRetention periodBasis (legal/business)Deletion triggerMethodSystem(s)
Customer PII3y after account closureLegitimate interest + GDPR minimisationAccount closed + 3yHard deleteApp DB, backups
Financial records7yTax law (statutory minimum)End of fiscal year + 7yArchive then deleteFinance system

2. Principles — the policy stance: minimise by default, the shortest period that satisfies the basis, and that retention applies to backups and logs too.

3. Deletion mechanics — how deletion actually happens (automated job vs. manual), how it cascades to backups, and how it's evidenced.

4. Flags — categories with no defined period or no legal/business basis (these are the risk — data you can't justify keeping).

Programmatic Helper

scripts/retention_schedule.py (stdlib only) validates a schedule and flags categories missing a period or a basis, and (given a closure/event date) computes the earliest deletion date:

# data.json: [{"category":"Customer PII","retention_months":36,"basis":"GDPR minimisation","event_date":"2024-01-15"}, ...]
python3 scripts/retention_schedule.py data.json
python3 scripts/retention_schedule.py data.json --json

Quality Checks

  • Every category has both a retention period and a documented basis
  • Periods default to the shortest that satisfies the legal/business need (minimisation), not "indefinite"
  • Backups and logs are covered, not just the primary store
  • Each category has a concrete deletion trigger and method, not just a duration
  • Statutory minimums (tax, employment) and maximums (minimisation) are both respected

Anti-Patterns

  • Do not set retention to "indefinite" or leave it blank — undefined retention is the highest-risk, least-defensible state
  • Do not forget backups — data deleted from production that lives on in backups is still data you hold
  • Do not keep data with no legal or business basis — if you can't justify it, deleting it lowers risk for free
  • Do not set a blanket period for all data — tax records and marketing emails have very different drivers
  • Do not present statutory periods as advice — flag where legal/compliance must confirm the minimums

Based On

Data-minimisation practice — GDPR Art. 5(1)(e) storage limitation, sector retention statutes, and defensible-deletion principles.

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capacity-planningcompetitor-teardowncontext-engineering-reviewrunbook-writerreceipts-audit