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Data Retention Policy

Introduction

Exigo Data Retention Policy

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Exigo Data Retention Policy

Exigo Office employs a varied data retention policy to better optimize the performance and cost

overhead of customer data. This is performed by classifying data into various categories based on

intended/expected data usage to determine the retention behavior.

This is an ever-evolving policy based on determined usage of the various

Data Retention Categories

Exigo classifies data into multiple categories defined by its intended use. The categories include:

Transactional – This is data that is required for standard business operations. All data in the

Exigo Platform is considered Transactional unless otherwise classified.

Transactional data is never removed from the Production Exigo System without explicit

request/permission from the client.

Disposable – This data is considered disposable as it is intended to be used queues, analytics,

logging, diagnostics, or the like. This data is purged permanently from the Exigo System after a

defined duration. There should never be any long-term business objective associated directly to

this data without consulting Exigo first.

Archivable – This is data that is determined to no longer be relative to business operations after

an established duration. This is data that is maintained by Exigo but archived from the

Production System. This data is available upon special request.

Extended Database Tables

Any Extended database entity can be configured as Archivable or Disposable as appropriate. This is done

by configuring a Date field on the entity to use for a retention calculation based on a configurable

number of days. This is customer defined.

NOTE: An extended entity cannot be marked as both archived and disposable.

Logging

Exigo Data Retention Policy

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Appendix I – Disposable Data Sources

The following table includes the data sources determined to contain Logging data, along with the

retention criteria of the data within:

The Exigo System contains many logging data sources that have a determined relevancy duration.

Table Name

Duration Retained

OrderCommitFailureLog

Default 3-months, Exigo overridable

ReplicationErrorLog

Default 3-months, Exigo overridable

ReplicationEventLog

Default 3-months, Exigo overridable

OutMailLog

Default 3-months, Exigo overridable

BroadcastLog

Default 3-months, Exigo overridable

CacheLog

Default 3-months, Exigo overridable

AutoChargeLog

Default 3-months, Exigo overridable

ErrorLog

Default 3-months, Exigo overridable

ConversationLog

Default 3-months, Exigo overridable

AutoOrderLog

Default 3-months, Exigo overridable

ApiLog

7-days

ApiSession

1-day

AutoOrderQueueLog

Default 3-months, Exigo overridable

PeriodRankScore

3 full period months

OrderRate

7-days moved to archive and purged after 60

ApiSession

3-days

PropertyBag

3-days

tempOrders

7-days

tempOrderDetails

7-days

tempOrderDetailSerial

7-days

tempVendorBill

3-days

tempVendorBillItem

3-days

tempVendorBillDetails

3-days

Communications

Queue Tables – All queue records that exceed 3 days in age that have errored are removed

permanently. This includes the following tables:

o MailDeliveryQueue

MailDeliveryAddress

o BroiadcastQueue

o MailOutQueue

o TableInsertQueue

Commissions

Exigo Data Retention Policy

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Appendix II – Archivable Data Sources

The following table includes the data sources determined to be Date Relative/Archivable:

Custom Commission Tables – Often during commission plan execution, custom tables unique to the

calculations are created to facilitate those calculations. Data within those tables are maintained for

16 full months’ worth of periods.

VolumeDetail Tables – 16 full period months of data is maintained for this table.

RunBinaryTransaction Tables – 16 full period months of data is maintained for this table.

Details of the commission tree for when a particular commission was paid or the research

data of how or why a person was paid a certain amount will be retained for 12 months for

Nano and Express Service Level Clients, 24 months for Standard Service Level Clients, and

36 months for Enterprise 1 Service Level and above.

Unaccepted commission runs retained for 90 days

Periods

Period Volume Tables – A set number of months’ worth of full periods as defined by the Exigo Tier. This

includes both the PeriodVolume and PeriodVolumeDetail tables.

Queue Tables – All queue records that exceed 3 days in age that have errored are removed

permanently. This includes the following tables:

o MailDeliveryQueue

o MailDeliveryAddress

o BroiadcastQueue

o MailOutQueue

o TableInsertQueue

o PushNotificationMessage

Files (Internally known as BinaryData)

-

The File Storage system used for storing binary files within the Exigo database has an infrequent

tendency to collect orphan records when a parent reference from another subsystem is removed

without removing the child File. In lieu of that all orphaned files are Archived when detected as an

orphan.

-

BinaryData that is considered inactive (not accessed or modified) for over 60 days are archived. If

the archived file is requested or modified, it will be pulled back into the production database until it

becomes inactive and hits the threshold again.

Miscellaneous

Exigo Data Retention Policy

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.bak Tables – Tables are often created in a .bak schema within the Exigo System when performing

various operations, including but not limited to: imports, migrations, corrections, etc. Those tables

are maintained in the Live database for 30 days, after which they are moved to the archive

database.

Other Archived Tables:

Table Name

Retained Days

Field Determined By

MerchantLog

RequestDate

VendorCard

RequestDate

AccountChangeLog

ModifiedDate

AutoOrderChangeLog

ModifiedDate

CustomerChangeLog

ModifiedDate

CustomerWall (enabled by request)

EntryDate

MoneyInLog

RequestDate

MoneyInLogDetail

RequestDate

OrderChangeLog

ModifiedDate

VendorCardLog

RequestDate

Database Tuning

Exigo works together with their customers to determine what data is vital to their operations, and

subsequently, where optimizations in the system can be achieved. This is often done by configuring

unique tables for either archiving or purging to help better facilitate the customer’s objectives.

Mobile App and Third-Party Integrations

Exigo retains some data for troubleshooting third party integrations and the Exigo mobile app. The

retention policy is to purge such data after 12 months.