Retention decisions can preserve compliance while changing what history remains usable.
A smaller durable record may not support every prior interpretation in the same way.
Who you’d be doing this for
“If I look back at a plan, it should still make sense to me.”
Jawad Mohammadi · Interest-free plan customer
May need to review a prior purchase, payment sequence, or account history after data retention changes.
What is at stake
Dozens of derived tables read from raw plan events, and some of those links were inferred rather than observed. You have to decide what counts as proof before the old history is gone for good.
Why it isn’t already fixed
Every obvious fix costs something else. That’s the part you’d have to decide.
- retention compliance vs. historical usability
- fixed cutover vs. verification depth
- financial reconstruction vs. data minimization
- managed archive safety vs. unified data semantics
Why Affirm
At Affirm, plan records often need to remain understandable across the life of a customer relationship.
Written with these in mind
Not your kind of problem? 17 more at Affirm, or browse every organization.
This is the setup. The work is inside.
Running it puts you in the room: the full situation and its constraints, stakeholders who push back in their own words, and the decisions that are yours to make. What you produce becomes a Day One Plan — work you can show someone instead of describing.