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Tool Gate · How it works

How the roll-up gate works

How the Retention Purge Scheduler gate works

This tool grades every record class's purge-due date against a pinned evaluation date, then rolls the register up to whether anything is overdue. It reads 5 classes and rolls them into one verdict — the worst, never the average — then a gate that can only make it worse.

The 5 classes

01call recordingsdue 2027-03-01 · 229 days leftWITHIN WINDOW
02chat transcriptsdue 2026-07-09 · 6 days past, inside the 30-day gracePURGE DUE
03lead exportsfix firstdue 2026-03-30 · 107 days past, outside gracePURGE OVERDUE
04disputed-account PII530 days past but under hold · suppressed from the scheduleLEGAL HOLD
05appointment logsdue 2026-09-29 · 76 days leftWITHIN WINDOW
RETENTION CLEAN
every class is within its window or under a legal hold
PURGE BACKLOG
any class is past its purge-due date — due or overdue
Legal-hold override · worsen-only

A record class under a litigation or regulatory hold is suppressed from the purge schedule no matter how far past its retention date — deleting held data is spoliation, so the hold always beats the calendar. Every other class rolls up worst-first: one class past its purge-due date puts the whole register in PURGE BACKLOG.

PURGE BACKLOG

Why: Two of the five classes are safely within their window and one is under legal hold — but two are past their purge-due date. Chat transcripts are 6 days past (still in the 30-day grace) and lead exports are 107 days past. One class past its date puts the register in PURGE BACKLOG. The most overdue class of all — disputed-account PII at 530 days — stays off the schedule entirely because it's under hold; deleting it would be spoliation. 1 due · 1 overdue · 1 held · 2 within window, of 5 classes · worst-not-average.

Fix firstlead exports — 107 days past its purge-due date and outside the grace window, the only class overdue rather than merely due. Purge it in the system that holds it first; chat transcripts are still inside grace.

No single class is the crisis — the clustering is. The roll-up takes the worst, the gate escalates when trouble compounds, and it names the one thing to fix first. Schedules purges from retention periods you supply as policy — it sets no retention periods, deletes nothing, and never schedules a legal-hold class. What to keep and for how long, and what's under hold, are legal questions; confirm them with counsel. It schedules records, not people. Not legal advice.