Files
policies/Security/data_retention_disposal_policy.md

3.9 KiB

Data Retention & Disposal Policy

Document owner: [Owner/Role]
Approved by: [Steering Committee / CISO]
Effective date: [YYYY-MM-DD]
Review cadence: [Annually]


1. Purpose & Scope

This policy establishes mandatory requirements for how long [Organization] retains data and how it is disposed of at end of life. It applies to all data classified under the Data Classification & Handling Policy, and supports GDPR principles of storage limitation and the right to erasure (Art. 17).


2. Policy Statements

2.1 Retention Schedule

Data Category Classification Retention Period
Financial records TLP:AMBER 7 years (statutory)
Employee HR records TLP:AMBER Duration of employment + 6 years
Customer personal data TLP:AMBER Duration of relationship + 2 years, or per contract
Security/audit logs TLP:AMBER Per Logging, Monitoring & Retention Policy §2.3
Incident forensics TLP:RED → AMBER on closure 3 years from closure
Marketing/public content TLP:CLEAR Business need, no mandated minimum

Retention periods must not exceed what is necessary for the stated business or legal purpose — indefinite retention is a violation of this policy, not a safe default.

  • Data subject to litigation, investigation, or regulatory hold must be preserved regardless of the schedule in §2.1 until the hold is lifted by Legal.

2.3 Disposal & Destruction

  • Disposal method must match the classification level per Data Classification Policy §3.3:
    • TLP:CLEAR/GREEN: standard deletion.
    • TLP:AMBER and above: secure delete/wipe or cryptographic erasure.
    • Physical media holding TLP:AMBER+STRICT/RED data: sanitized per NIST SP 800-88 or physically destroyed.
  • Disposal of AMBER+STRICT/RED data must be logged (what, when, method, who authorized).

2.4 Backup Alignment

  • Backup retention must not silently extend the retention of data otherwise scheduled for deletion; deletion requests (including right-to-erasure) must propagate to backups within a defined window (≤90 days) or be documented as a technical exception.

2.5 Right to Erasure

  • Verified erasure requests must be fulfilled within the statutory window (GDPR: without undue delay, within 1 month, extendable to 3).
  • Exceptions (legal hold, legitimate business need) must be documented and communicated to the requester where required by law.

2.6 Enforcement

  • Data retained past its scheduled disposal date without a documented legal hold or exception must be treated as a policy violation and remediated.

3. Antifragility Alignment

This policy is built to the five pillars of the organization's internal Antifragile Enterprise Manifest.

Pillar Applied In How
1. Structural Decoupling §2.4 Deletion propagating to backups prevents "the vendor's backup system" from becoming a hidden place data outlives its intended lifecycle
2. Optionality Preservation §2.1 Disciplined retention avoids the illusion of value in hoarded data that later becomes a liability with no offsetting benefit
3. Stress-to-Signal Conversion §2.6 Data found past its disposal date is a tracked finding, not a shrug
4. Sovereign Intelligence §2.3 Disposal of sensitive data is logged and owned — auditable proof, not an assumption
5. Asymmetric Payoff Design (Barbell) §2.3 Cryptographic erasure/physical destruction concentrated on AMBER+STRICT/RED; CLEAR/GREEN gets standard deletion — no moderate process applied to everything

4. References