Retention, Compliance, and Executive Review Templates

This appendix provides operational templates for v22: retention classes, compliance packages, vulnerability triage, and executive operating reviews.

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Retention, Compliance, and Executive Review Templates · Figure 1

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flowchart TB
    Retention[Retention] --> Compliance[Compliance package]
    Compliance --> Advisory[Advisory triage]
    Advisory --> Economics[Economic review]
    Economics --> Executive[Executive operating review]

Retention policy template

Illustrative listing · yaml

retention_policy_id: qret_policy_long_evidence
name: Long-lived evidence package retention
applies_to:
  - signed_evidence_package
  - published_claim_support
minimum_retention: 7y
maximum_retention: policy_defined
access_review_interval: 180d
disposition:
  method: archive_or_destroy
  approval_required: true
  certificate_required: true
exceptions:
  - legal_hold
  - active_regulatory_review

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Retention policy template · Figure 2

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flowchart LR
    Object[Data object] --> Policy[Retention policy]
    Policy --> Review[Access review]
    Policy --> Archive[Archive]
    Policy --> Dispose[Dispose]
    Dispose --> Certificate[Certificate]

Compliance package checklist

Workload owner identified
Data classification complete
Jurisdiction and residency constraints recorded
Provider and backend allowlist defined
Service identity and human approver recorded
Evidence requirements declared
Retention class selected
Release constraints declared
Exception expiration set

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Compliance package checklist · Figure 3

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stateDiagram-v2
    [*] --> Draft
    Draft --> Complete: checklist satisfied
    Complete --> ApprovedForRun
    ApprovedForRun --> EvidenceReview
    EvidenceReview --> ApprovedForRelease
    EvidenceReview --> RerunRequired
    ApprovedForRelease --> Archived

Advisory triage form

Illustrative listing · yaml

advisory_id: qadvisory_2026_0007
received_at: 2026-04-20T00:00:00Z
source: provider-or-internal
class: compiler_defect
severity: high
affected_assets:
  - compiler_pass.routing_optimizer
initial_decision: quarantine_new_use
impact_query:
  status: complete
  affected_workloads: 18
required_actions:
  - owner_notification
  - revalidation
  - fixed_version_rollout

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Advisory triage form · Figure 4

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flowchart TB
    Advisory[Advisory] --> Severity[Severity]
    Severity --> Impact[Impact query]
    Impact --> Quarantine[Quarantine or caveat]
    Impact --> Revalidate[Revalidate]
    Impact --> Notify[Notify owners]

Executive operating review agenda

Section	Questions
portfolio value	What uncertainty did we retire this period?
cost	What was cost per accepted evidence package?
reliability	Which providers or backends improved or regressed?
risk	Which claims are under revalidation or legal hold?
adoption	Which teams moved from sandbox to production-candidate use?
decisions	What should be funded, paused, killed, or escalated?

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Executive operating review agenda · Figure 5

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flowchart LR
    Metrics[Metrics] --> Review[Executive review]
    Review --> Fund[Fund]
    Review --> Pause[Pause]
    Review --> Kill[Kill]
    Review --> Escalate[Escalate]

Board-level summary template

Illustrative listing · yaml

period: 2026-Q2
portfolio_summary:
  active_workloads: 42
  production_candidates: 3
  killed_hypotheses: 9
cost_summary:
  total_spend: 0
  cost_per_accepted_evidence_package: 0
risk_summary:
  high_risk_exceptions: 0
  claims_under_revalidation: 0
  regulated_packages_active: 0
decisions_requested:
  - approve next reservation block
  - retire low-value optimization track
  - fund evidence automation milestone

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Board-level summary template · Figure 6

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flowchart TB
    Portfolio[Portfolio] --> Board[Board summary]
    Cost[Cost] --> Board
    Risk[Risk] --> Board
    Evidence[Evidence] --> Board
    Board --> Decisions[Decisions]