data-retention-archiving-planner

Data Retention & Archiving Planner

Manage data lifecycle with automated retention and archiving.

Retention Policy Document

# Data Retention Policy

## Retention Periods

| Data Type             | Hot Storage | Cold Storage | Total Retention | Reason            |
| --------------------- | ----------- | ------------ | --------------- | ----------------- |
| User accounts         | Active      | N/A          | Indefinite      | Business need     |
| Order history         | 2 years     | 5 years      | 7 years         | Tax compliance    |
| Logs                  | 30 days     | 90 days      | 120 days        | Operational       |
| Analytics events      | 90 days     | 1 year       | 15 months       | Business insights |
| Audit trails          | 1 year      | 6 years      | 7 years         | Legal compliance  |
| User sessions         | 30 days     | None         | 30 days         | Security          |
| Failed login attempts | 90 days     | None         | 90 days         | Security          |

## Compliance Requirements

### GDPR (EU)

- Right to erasure (right to be forgotten)
- Data minimization
- Storage limitation

### HIPAA (Healthcare)

- Minimum 6 years retention
- Secure archival required

### SOX (Financial)

- 7 years retention for financial records
- Immutable audit trails

### PCI DSS (Payments)

- 1 year minimum for audit logs
- 3 months minimum for transaction logs

Archive Schema Design

-- Hot database: Current active data
CREATE TABLE orders (
  id BIGSERIAL PRIMARY KEY,
  user_id BIGINT NOT NULL,
  total DECIMAL(10,2) NOT NULL,
  status TEXT NOT NULL,
  created_at TIMESTAMP NOT NULL DEFAULT NOW(),
  updated_at TIMESTAMP NOT NULL DEFAULT NOW()
);

-- Cold database: Archived historical data
CREATE TABLE orders_archive (
  id BIGINT PRIMARY KEY,
  user_id BIGINT NOT NULL,
  total DECIMAL(10,2) NOT NULL,
  status TEXT NOT NULL,
  created_at TIMESTAMP NOT NULL,
  updated_at TIMESTAMP NOT NULL,
  archived_at TIMESTAMP NOT NULL DEFAULT NOW()
);

-- Create partition for time-based archival
CREATE TABLE orders_2024_q1 PARTITION OF orders
  FOR VALUES FROM ('2024-01-01') TO ('2024-04-01');

CREATE TABLE orders_2024_q2 PARTITION OF orders
  FOR VALUES FROM ('2024-04-01') TO ('2024-07-01');