CALL-DATA RETENTION WORKSHEET
Original Call Nerd operational planning aid, checked 13 October 2026.
This is not a legal retention schedule or a compliance certification.
Use fictional, consented test calls; do not put real customer details here.

FOR EACH RECORD TYPE
- Pending audio on the phone
- Audio in processing storage, including failed work
- Transcript and any translation
- Questions, analysis and call references
- Each external provider's copies, inputs and logs
- Reports, email attachments, exports and backups

Record type / system or provider:
Purpose:
Who has access:
Deletion trigger or review period / why:
Who performs and checks removal:
Exception or unresolved-failure owner:
Evidence of completion / limits / unknowns:
Backup expiry and restore handling:

PROVIDER QUESTIONS
Which endpoint and region does the actual route use?
Which account/project retention and data-sharing settings apply?
What does API deletion remove? What has a separate lifecycle?
Does TTL start deletion or establish its completion?
What exceptions and approvals apply? Who verified them and when?

STAGED LIFECYCLE TEST
Test reference / date / operator:
Phone: pending -> upload acknowledged -> removed or cleanup pending
Server: active -> transcript/analysis committed -> source removal confirmed
Failed processing: retained source / next review / owner
Provider transcript: deletion request / result / remaining copies or unknowns
Retained call record: access / per-call deletion checked
Sent report / exported copy: removal responsibility
Restore plan: how deleted or expired records stay excluded

CALL NERD BOUNDARIES
Audio cleanup follows successful processing and can retry after failure.
Failed/incomplete processing keeps source audio until resolved.
Transcripts and analysis remain; no general age-based call-record expiry
setting is supplied by the currently reviewed product.
External provider retention, backups and sent reports need separate handling.
OpenAI store:false is not proof of approved Zero Data Retention controls.
Deleting source audio removes the ability to replay/retranscribe it without
supplying that audio again. Confirm that tradeoff before choosing the workflow.

Guide: https://callnerd.xyz/blog/call-analysis-recording-retention/