Stored data, audit continuity and security
Understand installed tables, ownership, permanent history, deactivation preservation and privacy controls.
Service Journeys
Open guide →GuideUnderstand installed Service Journeys tables
Applications, answers, activities, tasks, messages, documents, workflow stages and notification logs store the workflow.
Open guide →GuideUnderstand structured intake answers
Type-specific intake values are stored separately from the application.
Open guide →GuideUnderstand permanent activity history
Status, workflow and user actions add history rather than replacing all prior evidence.
Open guide →GuideUnderstand customer/contact ownership
Client endpoints filter by the signed-in customer and visible flags.
Open guide →GuideProtect internal notes
Internal notes must not be copied to client-visible activities/messages.
Open guide →GuideProtect personal data
Contact details, messages and documents require least privilege and retention governance.
Open guide →GuidePreserve audit continuity on deactivation
Module records remain when disabled.
Open guide →GuideUnderstand record-retention limitation
No user-facing delete/hard-delete workflow is supplied.
Open guide →GuideUnderstand public page indexing
Public form/success views include noindex,nofollow metadata.
Open guide →GuideAudit a complete journey
Review source, answers, workflow, activities, tasks, messages, documents and notification logs.
Open guide →