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docs(lending): add CBS report retention policy to Supported Outputs - #1874

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docs(lending): add CBS report retention policy to Supported Outputs#1874
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med-814-cbs-retention-policy

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Recreation of #1848 from an in-repo branch so CI secrets (npm feed token, Docker Hub PAT) are available — the original fork PR could not access them and all builds failed at install/login. All content authored by @hmansour-codat; commit authorship preserved.


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Includes guidance to use /latest endpoint and explains expected 404 behaviour on superseded reportIds.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

🤖 Generated with Claude Code

Documents the two-layer retention behaviour for categorized bank
statement reports: ~90-day window for all report types, plus
count-based retention for CBS (only the latest report kept). Includes
guidance to use the /latest endpoint and expected 404 behaviour on
superseded reportIds.

Authored by @hmansour-codat in #1848; recreated as an in-repo branch
so CI secrets are available (fork PRs cannot access them).

Refs: MED-814

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

Lending reports are subject to two layers of retention:

- **Time-based:** all reports are retained for approximately 90 days from generation, after which they are automatically removed.

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📝 [vale] <Google.Passive> reported by reviewdog 🐶
In general, use active voice instead of passive voice ('are retained').


Lending reports are subject to two layers of retention:

- **Time-based:** all reports are retained for approximately 90 days from generation, after which they are automatically removed.

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📝 [vale] <Google.Contractions> reported by reviewdog 🐶
Use 'they're' instead of 'they are'.

Suggested change
- **Time-based:** all reports are retained for approximately 90 days from generation, after which they are automatically removed.
- **Time-based:** all reports are retained for approximately 90 days from generation, after which they're automatically removed.

Comment thread docs/lending/features/excel-download-overview.md
Lending reports are subject to two layers of retention:

- **Time-based:** all reports are retained for approximately 90 days from generation, after which they are automatically removed.
- **Count-based (categorized bank statements only):** only the most recent report is retained. When a new report is generated, the previous report is immediately deleted, even if it is still within the 90-day window.

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📝 [vale] <Google.Passive> reported by reviewdog 🐶
In general, use active voice instead of passive voice ('is retained').

Lending reports are subject to two layers of retention:

- **Time-based:** all reports are retained for approximately 90 days from generation, after which they are automatically removed.
- **Count-based (categorized bank statements only):** only the most recent report is retained. When a new report is generated, the previous report is immediately deleted, even if it is still within the 90-day window.

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📝 [vale] <Google.Passive> reported by reviewdog 🐶
In general, use active voice instead of passive voice ('is generated').

Lending reports are subject to two layers of retention:

- **Time-based:** all reports are retained for approximately 90 days from generation, after which they are automatically removed.
- **Count-based (categorized bank statements only):** only the most recent report is retained. When a new report is generated, the previous report is immediately deleted, even if it is still within the 90-day window.

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📝 [vale] <Google.Contractions> reported by reviewdog 🐶
Use 'it's' instead of 'it is'.

Suggested change
- **Count-based (categorized bank statements only):** only the most recent report is retained. When a new report is generated, the previous report is immediately deleted, even if it is still within the 90-day window.
- **Count-based (categorized bank statements only):** only the most recent report is retained. When a new report is generated, the previous report is immediately deleted, even if it's still within the 90-day window.

Comment thread docs/lending/features/excel-download-overview.md
Comment thread docs/lending/features/excel-download-overview.md
Comment thread docs/lending/features/excel-download-overview.md
Comment thread docs/lending/features/excel-download-overview.md
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github-actions Bot commented Aug 5, 2026

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PR Preview Action v1.8.1
Preview removed because the pull request was closed.
2026-08-05 15:56 UTC

The old /swagger/ui/index[.html] URLs 404 and were failing the PR link
check. The Swagger UI now lives at /swagger/index.html; anchors follow
the generated operation-id pattern used elsewhere in the docs.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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github-actions Bot commented Aug 5, 2026

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Link check results:

[]

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2 participants