---
template: "page.peb"
title: "Data Management Policy"
displayName: "Data Management Policy"
description: "Data lifecycle policy covering collection, classification, storage, retention, deletion, backup, and governance."
category: "security"
contentType: "policy"
audience: "end-user"
tags: "security,data-management,retention,governance"
section: "security"
seoTitle: "Data Management Policy"
seoDescription: "Data lifecycle policy covering collection, classification, storage, retention, deletion, backup, and governance."
---

## Data Management Policy

Version: **1.0**  
Last updated: **March 2025**

This policy defines iDialogue standards for managing customer and internal data throughout the lifecycle.

## Lifecycle coverage

- Collection and storage
- Classification and access controls
- Retention and deletion
- Backup and recovery
- Governance and periodic review

## Data domains in scope

- Structured CRM records (standard and custom Salesforce objects)
- Semi-structured AI context and memory data
- Unstructured files and document outputs

## Control summary

- Encryption in transit and at rest
- Tenant-aware access boundaries
- Configurable deletion controls
- Documented retention and service-termination deletion timelines