SAP Knowledge Base Article - Preview

3796408 - Retention policies across CX and EX, and using exemptions

Symptom

  • Clarification requested on the scope of Data Privacy > Retention Policy > Contact Policies: whether it applies only to XM Directory (Contacts) for CX/Candidate Experience and not to EX Directory (Employees).
  • Clarification requested on Data Privacy > Retention Policy > Response Policies: whether they apply to both CX and EX, and if different retention periods can be achieved by setting a general rule for CX and managing EX via “Create and Manage Exemptions."


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Environment

  • Product: SAP Qualtrics CoreXM
  • Qualtrics Customer Experience Dashboards 

Product

SAP Qualtrics CoreXM all versions

Keywords

retention policy, contact policies, response policies, xm directory, ex directory, cx, ex, exemptions, create and manage exceptions, data privacy, brand-wide policy, survey retention, deletion policy, candidate experience, qualtrics support , KBA , XM-CX-CD , Qualtrics Customer Experience Dashboards / Vocalize , Problem

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