Introducing Data Retention

Objective

After completing this lesson, you will be able to explain the purpose of Data Retention in Company Administration for Concur Travel.

Data Retention

The Data Retention feature allows administrators to set a time frame after which Concur Travel automatically deletes user profiles, itineraries, and credit card information. This helps companies comply with data privacy regulations.

Data Retention Terminology

Review the following terms and their respective definitions.

Data Retention
The name of the SAP Concur feature is intended to help clients remove personal data.
Personal Data
Any information related to an identifiable person who can be recognized directly or indirectly by reference to an identifier.
Sensitive Data
A setting of this feature for a subset of personal data that is not needed beyond the termination of an employee and therefore has an expedited retention period. For example, a traveler’s passport number, emergency contact information, travel preferences, driver’s license number, and US Social Security Number.
Removed or Obfuscated
The single term refers to the anonymization or deletion of data by the Data Retention feature. Data that has been rendered unintelligible and thereby useless for identifying a specific person. Also known as deleted data.
Anonymized
Data that has been rendered anonymous and thereby useless for identifying a specific person. This is also known as removed data.
Activated
When the Data Retention configuration takes effect, if no admin intervenes, a new or updated retention period is activated automatically after the mandatory 72-hour waiting period.
Anchor date
The date that the Data Retention feature uses to determine age of a piece of data.
Hold User
An option of this feature for enabling the functionality that exempts a user from being removed by the Data Retention feature.

Note

The maximum number of users that may be put on hold is 1000. If more than 1000 users are required to be put on Hold, a SAP Concur service ticket request must be opened.

Accessing Data Retention

To access Data Retention, select Data Retention from the left menu panel.

Screenshot of the Company Administration page with Data Retention highlighted in the left menu panel.

Note

You can also access the Data Retention feature from the Home menu.

Summary

  • Data retention allows administrators to set a time frame for automatic deletion of user profiles, itineraries, and credit card information
  • Accessible via the left menu panel in the Company Administration page or from the Home menu
  • The retention configuration takes effect after a mandatory 72-hour waiting period
  • Hold User option allows exemption of up to 1000 users from automatic removal
  • Exceeding the hold limit requires a SAP Concur service ticket request