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What are KOR Reporting Services' Production Data Retention Policies?

KOR Reporting Services retains production data with varying retention periods based on data type and state. Policy is for all clients and all jurisdictions in the shared environment and is the default policy for clients in a dedicated environment.

Data Type State / Status Retention

Ingestion

(client raw file/message for any data type)

n/a At least 3 months from submission date

Submission of trade and related data

(includes related data)

Submissions with no purpose At least 3 months from submission date
Submission with at least one purpose At least 5 years after close date
Eligibility decision Submissions with no reportability At least 1 year from submission date
Submissions with reportability At least 5 years after close date

Regulatory messages

(includes related data)

Open n/a
Closed At least 5 years after close date

Output messages

n/a

At least 3 months

Configurations

Active

(if a rule has not been invoked for 1 year, then must be reviewed and set to active - else inactive)

n/a

Inactive

(latest and prior versions)

At least 5 years

Product Static

Active

(Products with no reporting activity or open related regulatory messages for 12 months must be reviewed and accepted to remain active)

n/a

Inactive

At least 3 months

Archive

At least 1 year

Entity Static

Active

(Entities with no reporting activity or open related regulatory messages for 12 months must be reviewed and accepted to remain active)

n/a

Inactive

At least 3 months

Archive

At least 1 year

Reports

(definitions and related historical jobs)

Definitions At least 1 year from last job time
Jobs At least 3 months
Reconciliations Batch At least 1 year from last run time
Runs At least 3 months 
Metrics n/a At least 1 year

Entity/User data

(KOR Central data)

Active

(Users not logging in for the past 12 months must be reviewed and accepted to remain active)

n/a
Inactive At least 12 months