The Data Deletion feature has been enhanced to ensure that entity records with outbound associations (i.e. where the entity is a Related Party to another entity) are not fully deleted. Instead, Client-specific data and documents are removed, while Related Party information is preserved. This ensures compliance with data protection regulations while maintaining critical relationship data.
Key Detailsβ
- Related Party-mapped data, documents (and corresponding audit records) are retained, even if they are also mapped to Client requirements. Client-only data, documents, and audit records are deleted.
- Global policy is automatically reinstated and marked In Scope on the entity profile.
- Associations (inbound and outbound) are retained.
- Related Party Launchpad journeys are preserved while Client journeys are deleted.
- The Data Deletion Execution task applies the rules for Full Deletion, Partial Deletion, and Related Party Preservation.
Implicationsβ
- Related Party records remain available for downstream processes, reporting, and integrations, even after Client-specific data is removed.
- Some Related Party data may still be deleted if it was only in scope due to another Clientβs jurisdiction. All Global and explicitly in-scope Related Party requirements are preserved.
- No new configurations or feature flags are required.