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docs(lending): add CBS report retention policy to Supported Outputs - #1848

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hmansour-codat:patch-3
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docs(lending): add CBS report retention policy to Supported Outputs#1848
hmansour-codat wants to merge 7 commits into
codatio:mainfrom
hmansour-codat:patch-3

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@hmansour-codat

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Documents the two-layer retention behaviour for categorized bank statement reports:

  • Time-based: ~90-day window for all report types
  • Count-based (CBS only): only the latest report is retained; previous reports are removed when a new one is generated

Includes guidance to use /latest endpoint and explains expected 404 behaviour on superseded reportIds.

Refs: MED-814

Documents the two-layer retention behaviour for categorized bank statement reports:
- Time-based: ~90-day window for all report types
- Count-based (CBS only): only the latest report is retained; previous reports are removed when a new one is generated

Includes guidance to use /latest endpoint and explains expected 404 behaviour on superseded reportIds.

Refs: MED-814
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vercel Bot commented Jun 15, 2026

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@hmansour-codat is attempting to deploy a commit to the Codat Team on Vercel.

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hmansour-codat and others added 6 commits June 15, 2026 14:00
…erview

Removed the report retention section detailing time-based and count-based retention policies for categorized bank statement reports.
…orted Outputs

Added report retention details for categorized bank statement reports, including time-based and count-based retention policies.
Removed extra line break before the 'Report retention' section.
Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
@pmckinney-codat

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Closing in favour of #1874, which recreates this change from an in-repo branch. Nothing wrong with the content — CI was failing only because fork PRs cannot access the org secrets (ADO npm feed token for npm install, DOCKERHUB_PAT for the Azure pipeline). Your commit authorship is preserved on the new PR.

— Posted by Claude on Phil's behalf

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2 participants