Privacy & Security for Governed Accounting Intelligence
Control how accounting intelligence data is retained, reviewed, exported, and deleted.
ZoikoLogia™ helps organizations manage retention for AI-assisted accounting workflows with tenant-approved policies, access controls, audit logs, deletion controls, legal hold handling, and evidence-ready records.
Designed to support governed retention workflows. Retention configuration, deletion, export, and legal hold handling remain subject to customer policy, applicable law, and authorized review.
Retention Control Summary
Five things procurement checks first.
Policy-Driven Retention
Configured around approved tenant policies, workspace boundaries, and data categories — not a hidden default.
Data Protection →Deletion & Export Workflows
Authorized users can request, track, and review deletion and export actions.
Access Controls →Legal Hold Handling
Legal hold requires controlled review and permission checks before any deletion proceeds.
Governance Overview →Evidence-Ready Records
Retention-related actions produce audit-friendly records for review and procurement.
Audit Logs →Kriton™ Boundary Awareness
Kriton™ operates within configured retention boundaries — it does not override policy on its own.
Responsible AI →Retention Lifecycle
Six governed steps, not a static policy document.
Data Collection
Prompts, files, sources, responses, review actions, and admin activity enter the workflow.
Data ProtectionClassification
Source materials, workspace records, interactions, and artifacts are categorized.
Privacy BriefingRetention Schedule
Tenant-approved schedules and enterprise configuration are set and reviewed.
Trust PackLegal Hold & Review
Investigation or hold workflows require authorized review and may pause deletion.
Speak With Trust TeamData Category Matrix
Not all data is treated identically.
What buyers actually ask, mapped to the category and controls that answer it.
| Data Category | Retention Consideration | Controls Shown | Buyer Concern Resolved |
|---|---|---|---|
| Prompts & Kriton™ Interactions | May require workspace-level retention, review, export, and deletion policy. | Role access, tenant policy, review status, audit logs. | "Does the platform retain AI conversations indefinitely?" |
| Uploaded Documents & Sources | Tied to workspace policy, source eligibility, and licensing. | Approved source controls, retention tags, delete/export workflows. | "Can we control files and source packs?" |
| Generated Answers & Citations | May be retained as evidence, review artifacts, or workspace records. | Evidence log, reviewer status, citation trail, retention label. | "Can we prove what the AI produced?" |
| Audit Logs & Admin Actions | Often require separate security and compliance retention treatment. | Tamper-evident logging design, role-scoped access. | "Can admin and deletion actions be reviewed?" |
| Integration Metadata | Includes system identifiers, workflow status, timestamps, connector events. | Integration controls, data minimization, access controls. | "What happens when HRIS/ERP/DMS systems connect?" |
| Support & Procurement Records | Governed by separate support or contract processes. | Support boundaries, trust pack, DPA-link, legal pack. | "Will support data be mixed with workspace data?" |
How You Stay in Control
The admin-facing side of retention.
Retention Policy Summary
Default retention posture, configurable enterprise areas, legal hold status, and last policy review date, all visible to admins.
Workspace Retention Settings
Workspace and tenant-level policy can be reviewed by authorized admins — built for multi-client accounting firms.
Deletion Request Workflow
Request, review, approve/deny, dependency check, hold check, execution, and audit record — every step tracked.
Export & Evidence Drawer
An export package concept for permitted records, logs, and evidence references — supports audits and offboarding.
Legal Hold Banner
A visible signal when deletion is paused due to authorized hold or investigation policy.
Kriton™ Context Boundary
Kriton™ cannot bypass retention, access, source, or legal-hold boundaries — policy authority stays with the tenant.
Role-Based Value
Wherever you sit in the review, there's a proof point.
| Role | Value Promise | Proof Module |
|---|---|---|
| DPO / Privacy Officer | Clear view of retention scope, deletion workflows, export controls, and policy boundaries. | Retention Lifecycle + FAQ |
| CISO / Security Lead | Retention linked to access control, encryption, logging, and admin review. | Retention Control Summary |
| Legal / Compliance | Legal hold, evidence preservation, and deletion explained with bounded language. | Trust & Legal Boundaries |
| Accounting Firm Partner | Client workspace retention, evidence records, and review boundaries support practice trust. | Workspace Retention Settings |
| Enterprise Finance Controller | Finance records and AI-assisted outputs governed within defined retention workflows. | Data Category Matrix |
| Procurement Lead | Trust Pack, privacy briefing, and legal pack make due diligence faster. | Final CTA Panel |
Trust & Legal Boundaries
What we don't claim — stated plainly.
Retention and deletion workflows are designed to support customer policy, contract terms, applicable law, and authorized review — not a universal compliance guarantee.
Authorized deletion is subject to retention policy, legal hold, backups, evidence requirements, and operational constraints — not an instant, unconditional action.
Legal hold handling is designed to prevent deletion where authorized hold policies require preservation.
Backup retention and purge behavior is addressed in enterprise documentation and contractual materials, not overspecified here.
Retention events are logged in audit-ready records with role, timestamp, policy reference, and outcome — described as tamper-evident, not "immutable," unless formally verified.
Kriton™ respects configured platform controls and does not independently override retention or legal-hold policy.
ZoikoLogia™ supports operational governance; legal determinations remain with the customer and their authorized advisors.
Frequently Asked
Retention and deletion questions, answered plainly.
Through tenant-approved retention policy, data categorization, access controls, audit logs, and deletion/export workflows working together.
Before You Deploy
Evaluate data retention controls for governed accounting intelligence.
See how ZoikoLogia™ and Kriton™ can support tenant-controlled retention, deletion, export, legal hold, and evidence-ready audit workflows for AI-assisted accounting operations.
Retention, deletion, legal hold, backup, and export behavior remain subject to customer configuration, contract terms, applicable law, and authorized review.