#Data Governance

3 min read
RoleAccess Level
Client AdminNot available in client Settings
Client ManagerNot available in client Settings
Client StaffNo section

#Overview

Data Governance is the partner-managed retention policy surface for your organisation. The current portal does not expose this section in the client Settings shell for Client Admin, Client Manager, or Client Staff roles.

Partner administrators manage retention policy changes. If you need to review the policy that applies to your organisation, or request a change to the jurisdiction profile or retention durations, contact your AiDial delivery partner.

#Prerequisites

  • You are signed in to the AiDial portal. See Signing In for instructions.
  • Client roles do not receive a Data Governance Settings section in the current portal shell.
  • Opening /settings?section=data-governance with a client role resolves to the first Settings section allowed for your role before the Data Governance panel can load.
  • You do not need to enter or send an API key from the browser.

#What Client Users See

  1. Open Settings from the sidebar.
  2. Review the sections available for your role.
  3. Data Governance is not listed for client roles. This is expected.
  4. If you open a saved or shared Data Governance link, the portal redirects the Settings section to an allowed client section.
  5. Contact your AiDial delivery partner if you need the current retention policy details.

Client roles cannot edit retention policy settings from the portal.

#Field Reference

These retention policy fields exist in the partner-managed data governance workflow, but they are not shown in the current client Settings UI.

Field NameCurrent Client Settings UI
Jurisdiction profileNot shown
Effective sinceNot shown
Compliance statusNot shown
Call recordings retentionNot shown
Call transcripts retentionNot shown
Analytics / usage data retentionNot shown

#Access and Scope

The Settings sidebar entry is generated from the signed-in session role. For client roles, the Data Governance section is omitted from the section list, and direct links are normalised to an allowed Settings section.

Navigation visibility is not the security boundary. The portal BFF route at /api/settings/data-governance performs its own session, role, and tenant checks before forwarding a server-side bearer token to aidial_api. Browser requests do not send X-API-Key.

The underlying BFF/API contract still has tenant-scoped read handling for supported roles and keeps unsupported or out-of-scope access non-enumerating. Retention policy writes are restricted to partner administrators and are not available to client roles.

#Common Issues

IssueResolution
Data Governance is missing from SettingsThis is expected for current client roles. Contact your AiDial delivery partner for retention policy details.
A direct Data Governance link opens another Settings sectionThe portal resolves hidden or unavailable sections to the first allowed section for your role.
I cannot edit the policyClient roles cannot edit retention policy settings. Contact your AiDial delivery partner to request changes.
No retention policy details have been providedContact your service provider for details.
I want to change the jurisdiction profile or retention durationsThese changes must be arranged through your AiDial delivery partner. They cannot be changed by client roles from the portal.