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