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Loading market layer
Contact information, verification records and account-security events required to provide and protect the service.
Exchange identifiers, permission metadata and operational information needed to manage integrations. Secret credentials should be encrypted and never exposed in analytics or logs.
Orders, fills, fees, strategy settings, balances and decision records required for execution, reporting and support.
Limited technical information used for security, fraud prevention, reliability and product analytics.
Define specific retention periods, legal requirements and a clear process for access, correction and deletion requests.
List infrastructure, verification, analytics and support providers, including transfer and data-processing safeguards.
Replace this design-stage outline with an operating-entity-specific policy that identifies processors, retention periods, transfer safeguards and user rights.