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The Data Management tool is enabled in the UI for all organizations. Because this tool can be used for permanent deletion of customer data, we’ve chosen to initially disable the delete function on the backend until a customer is comfortable with the tool. During the initial phase and customer can configure jobs, and they will “run” nightly, however no data will be deleted by default. Once comfortable, a customer can request a feature flag be toggled, which will then make the nightly jobs active, and data will be permanently deleted.
Use Cases, Exceptions, scenarios
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Note that Data Management settings can incur additional monthly cost based on how the customer chooses to configure/retain data. |
Customers onboarded after Jan 1 2022 - For all new customers, Data Management will be pre-configured with one global job. That job will purge all data older than 400 days. This allows Insights reports to be run for a year, up to the previous full month.
Customers onboarded before Jan 1 2022 - existing customers will not have a job created for them. Account reps will be working with customers to define the best data retention policies
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