How long do you keep core-level and custom data?

Core iQ is refreshed each time a new set of nightly import files are received and processed by the platform. Historical data is only retained for the following categories:

  • Outcomes - All email and survey outcome data is kept for a minimum of one year in order to allow you to preserve this information for future analysis.
  • Communications - Information relating to the communications that are sent from Core iQ, as well as contact information for those communications is kept for a minimum of one year.
  • Balance History - Loan, Core Deposit, and Time Deposit balances are retained for a minimum period of six months.
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