Review Supplied Record Retention Rules

The problem

Managing record retention across conflicting policies, contracts, and trackers is manual and error-prone. Misinterpreting deletion triggers or missing a legal hold can lead to premature disposal risks or regulatory non-compliance.

What it does

• Analyzes supplied policies, contracts, and trackers to extract record types, retention periods, and deletion triggers.
• Identifies material conflicts between different sources like HR policies versus legal hold memos.
• Flags unsupported deletion claims where evidence like destruction certificates or backup expiry is missing.
• Produces a draft retention matrix and human validation scenarios to guide authorized decision-making.
• Categorizes records across domains including customer data, payroll archives, and investigation files.

Why this beats prompting it yourself

This tool enforces a strict read-only boundary and standardized output structure that a basic prompt often ignores. It systematically separates retention states, such as "active" versus "restricted", and prevents the hallucination of deletion confirmation by requiring specific evidence for every claim.

Use cases

• Reviewing customer closure packs to ensure billing and support records meet contract obligations before deletion.
• Analyzing employee offboarding materials to resolve conflicts between HR retention and active investigation holds.
• Auditing disposal trackers against master retention policies to identify unauthorized or premature disposal risks.
• Drafting standardized retention matrices from disparate source materials for legal or compliance review.

Known limitations

Cannot access live databases, backups, or production systems. It only reviews materials directly supplied or accessible via the Read tool.