Proactively Set Guardrails for Data

Protect sensitive or regulated data by applying policies that automatically follow your content. When you set guardrails for data collection and retention, you make adhering to governance requirements much easier on your teams.

To-Do	SignalWire Data Management Checklist	Details
	Implement a “Big Bucket” Strategy	Group communication records (e.g., call recordings, messages, user logs) into larger categories based on compliance requirements. For example, categorize call logs and recordings under a single retention policy to simplify management and minimize risk.
	Self-Governing Communication Data	Ensure retention and security policies follow your data across all SignalWire resources (call flows, IVRs, messages). Automate this process so users don’t have to manage retention manually or rely on disconnected systems.
	Classification Cues for Sensitive Data	Automatically classify and label sensitive communication data—such as calls containing payment details (PCI) or health information (HIPAA)—with visual or system-generated cues. Trigger appropriate security measures, including encryption and retention policies.
	Defensible Preservation	Preserve communication records (e.g., call recordings or chat logs) when subject to subpoenas or regulatory audits. Implement automated legal holds without interrupting ongoing processes or user productivity.
	Retention and Disposition Control	Define appropriate retention periods for all types of communication data. When data is no longer needed, automate disposition processes to ensure secure, compliant deletion.c
	Continuous Monitoring and Updates	Regularly assess retention policies, security settings, and regulatory changes to ensure compliance with evolving standards like GDPR, HIPAA, and PCI-DSS.