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    Review Supplied Record Retention Rules

    1

    Review record retention rules in files the user supplies or is authorized to share.

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    Review Supplied Record Retention Rules

    Review Supplied Record Retention Rules

    Example session with this skill installed

    Review this customer contract summary, the retention policy, and this legal hold email. Tell me if I can delete their support tickets and invoices now that they have churned.

    • Read your context and instructions
    • Compiled the review supplied record

    Decision: CONFLICTING RETENTION MATERIALS. The contract summary suggests deletion, but the legal hold email may apply to support tickets. Invoices require finance review for statutory retention. Deletion is blocked until the hold scope is confirmed by a human reviewer.

    Connects securely to your tools. The creator never sees your data.

    About this skill

    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.

    Find more skills like this on the Claude Skills Marketplace, the Codex Skills Marketplace and the Gemini Skills Marketplace, or browse Claude Skills for Finance & Accounting.

    No access to live systems, backups, or CRMs. Cannot execute deletions or release holds. Requires all source documents to be supplied for a complete review.

    How to use

    1. 1

      Connect your agent to the Agensi MCP

      Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup

    2. 2

      Sign in to Agensi

      Your agent shows a sign-in link. Sign in and click Allow.

    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before buying a skill.

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    Permissions

    Read Files

    Permissions are limited to the active local workspace and are used to inspect user-supplied or local workspace files. The skill package does not require bundled credentials, unrestricted external network access, or automatic production changes.

    Listed3 months ago
    Updated9 days ago

    What's inside

    Frequently Asked Questions

    The skill analyzes documents you provide—such as HR policies, legal hold memos, and disposal trackers—to extract retention periods and identify conflicting rules across different sources. It helps prevent premature data disposal and ensures regulatory compliance by flagging gaps in destruction evidence.

    This skill is designed for use within the developer's specific AI agent framework and supports any Large Language Model (LLM) that can handle document analysis via the agent's file reading tools. Check your agent's documentation for compatible file formats like PDF, DOCX, and CSV.

    No, this skill operates within a strict read-only boundary; it can only review files you upload or grant access to via your agent's integrated storage tools. It cannot view live databases, execute deletion commands, or access production system backups.

    Your purchase includes the specialized logic for cross-referencing retention policies, a standardized output template for retention matrices, and predefined validation scenarios for human review. You will also receive any version updates or logic refinements released by the developer.

    This skill excels at resolving conflicts between high-level policies and specific legal holds, and it enforces a rigorous evidence requirement for deletion claims that generic prompts often overlook. It ensures a structured, audit-ready output rather than a conversational summary.

    New in Finance & Accounting