Section navigation

Annex C: Record Surface Map Template

Minimum required fields for a record surface map per Section 7. This template is informative.

Field Description Required
Surface Location Provider storage / tenant storage / local device / integration / backup / cache / archive Yes
Record Classes Which interaction record types exist at this location Yes
Retention Duration How long records persist at this location Yes
Deletion Trigger What causes deletion at this location Yes
User Visibility Whether user can see these records Yes
User Control Whether user can delete these records Yes
Discovery Exposure Whether reasonably susceptible to legal discovery Yes
Custodian Entity with possession, control, or access Yes
Unknown Status Whether this surface is incompletely documented Yes
Last Updated Date of last verification Yes

Completion notes

Unknown surfaces must be documented as unknown, not omitted. An operator claiming Level 4 conformance must have no undocumented surfaces in the normal operating record set.