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Create deletion task when onboarding reaches final stage

Create deletion task when onboarding reaches final stage

Your onboarding final-stage records leave external folders uncleared and customer files outside the platform, exposing privacy and audit gaps. Creates an ops task to delete those folders within the retention window.

Create deletion task when onboarding reaches final stage

Overview

Final-stage onboarding records often leave external drive folders and investor files live, creating avoidable privacy and audit exposure. This flow creates a routed deletion task after your retention delay so operations or privacy can remove files and close the record within the retention window.

Create deletion task when onboarding reaches final stage