Legal

Data Deletion Policy

Implementation of data protection: data deletion guidelines at top.legal

Deletion Policy
top.legal GmbH, Munich
Last updated: January 1, 2024
GDPR-compliant

Legal notice: This content has been prepared and reviewed with the greatest possible care. Nevertheless, top.legal does not warrant the correctness, completeness or topicality of the information provided.

The information provided is also general in nature and does not serve as individual legal advice. For specific legal questions, particularly relating to the General Data Protection Regulation (GDPR), we strongly recommend consulting a qualified attorney.

1

Introduction

The deletion concept has been tailored to the needs of top.legal customers with the aim of ensuring compliance with the General Data Protection Regulation (GDPR)

It defines in detail the processes for the secure deletion of data, including contract data, templates and personal data of users that are processed within top.legal's Contract Lifecycle Management (CLM) platform

1.1Deletion concept for data minimization under the GDPR

The General Data Protection Regulation (GDPR) significantly strengthens the protection of personal data within the European Union and challenges companies to rethink and adapt their data processing practices

A central aspect is the obligation of data minimization and the related duty to delete data that is no longer required for the original processing purposes

This section outlines a deletion concept that not only serves to comply with the GDPR but also takes into account commercial and tax-law retention obligations (GoBD)

1.2Basic principle of data minimization

The principle of data minimization requires that only such personal data be collected and processed as is directly necessary for the specified purposes

Once such data has fulfilled its purpose or that purpose no longer exists and no statutory retention periods prevent it, the data must be deleted

2

Objective

The deletion concept has been tailored to the needs of top.legal customers with the aim of ensuring compliance with the General Data Protection Regulation (GDPR)

It defines in detail the processes for the secure deletion of data, including contract data, templates and personal data of users that are processed within top.legal's Contract Lifecycle Management (CLM) platform

3

Responsibilities

Client (Controller): Determines the purposes and means of data processing and is responsible for compliance with data protection regulations

top.legal (Processor): Processes personal data on behalf of the Client in accordance with the Client's instructions and legal requirements

4

Implementation of the deletion concept at top.legal

Implementing a deletion concept under the General Data Protection Regulation (GDPR) requires precise coordination between the controller (the Client) and the processor (in this case, top.legal)

The deletion concept, focused on the minimization of personal data, must first be developed and defined by the Client

top.legal is then responsible for the technical implementation of these deletion concepts, based on the Client's specific requirements and instructions

4.1Inventory and data flow analysis

The Client must conduct a thorough inventory of all personal data processed within its organization

For the present deletion concept regarding data processing on top.legal, contract processes are primarily included in the evaluation

The inventory analysis should determine which data are required for the respective contract processes and thus form the basis for the deletion concept

The system enables the creation and capture of contracts via agreed templates and the precise capture and categorization of data to ensure efficient management and compliance with data protection regulations

As a rule, the named agreements cover specific data categories, although these categories can vary

Sales agreements

Data categories: The information collected includes customer names, contact details, contract terms (products/services, prices, durations) and payment terms; this data enables a comprehensive overview of business relationships and supports sales management

Special categories of personal data: There is generally less occasion to collect special categories of personal data in supplier agreements, unless the contracts concern individual services that require sensitive information

Personnel contracts

Data categories: The management of personnel contracts covers employee data such as name, address, date of birth, contract details (such as position, salary, working hours) and, where applicable, information on company health benefits

Special categories of personal data: Personnel contracts often contain sensitive data including health information that is relevant for company health benefits or special working conditions; this data requires additional protective measures to safeguard employee privacy

4.2Determining the retention period for contract data in top.legal

The retention period defines the time during which personal data may be stored, starting from the moment of collection until the data is no longer required for the originally defined purposes and no legal retention obligations or grounds remain

This period is determined by the Client in accordance with business requirements and legal and regulatory specifications

Defining the retention period is a central aspect of data protection management, ensuring that personal data is not kept longer than necessary and is subsequently deleted in compliance with data protection rules

Sales agreements

The retention period for customer data and details of sales agreements is based on the duration of the business relationship; after this relationship ends, a deadline is applied to ensure that data is not stored longer than necessary

The specific duration can be set based on the Client's internal policies and frequently covers a period of up to ten years after the end of the contract in order to meet commercial and tax-law requirements

Supplier agreements

For data in connection with supplier agreements, the retention period is likewise linked to the duration of the business relationship plus an optional deadline that begins after the official end of the agreement

This deadline allows an appropriate period to fulfill all legal obligations and is generally set at up to ten years

Personnel contracts

The retention period for data from personnel contracts is governed by the labor-law requirements of the country in which the company operates

Generally, data on salary and employment is kept for up to ten years after the end of the employment relationship

For special categories of personal data such as health information, a shorter retention period may be appropriate, depending on specific statutory requirements and the consent of the data subject

These retention periods serve to ensure data protection while meeting operational and legal requirements, enabling the Client to practice data-protection-compliant and efficient data management

Implementation in top.legal

top.legal provides a systematic solution for managing the retention period of contract data by automating the capture of contract conclusion and expiry dates

This precise capture enables effective differentiation between active and inactive contracts, a fundamental prerequisite for proper data processing and deletion

Once the retention period of contract data has expired, top.legal offers the option to automatically archive this data once a year on request

This is done in accordance with retention requirements set by commercial and tax-law rules and the principles of proper bookkeeping and data processing (GoBD)

Archiving serves as a preparatory step before final deletion and takes place in a digital system specifically designed to ensure compliance with these legal requirements

4.3Identification of retention obligations in top.legal

top.legal supports the Client in complying with statutory retention periods by means of an annual review to determine which contracts fall outside the retention period

Primary responsibility for determining and complying with these periods lies with the Client; top.legal serves as a tool to improve oversight of contract data and its retention status

Determining retention periods: The Client is responsible for the precise determination of statutory retention periods, including setting these periods based on the respective legal requirements for each category of contract data

Updating deadlines: It is likewise the Client's task to inform top.legal of changes to legal regulations or company policies so that the annual review can be adjusted accordingly

Statutory regulations and retention periods

Sales agreements: The retention periods for sales agreements are generally based on commercial and tax-law specifications, which provide for a minimum retention period of ten years from the end of the calendar year in which the contract was concluded

Supplier agreements: Similar to sales agreements, supplier agreements must also be retained for at least ten years to meet the requirements of commercial and tax law

Personnel contracts: For personnel contracts, retention periods vary by country and are set by labor-law provisions; information on salary and employment is often to be retained for up to ten years after the end of the employment relationship

4.4Setting deletion deadlines

To meet the requirements of the General Data Protection Regulation (GDPR) and to keep personal data only as long as necessary, the Client must establish clear deletion rules for each data category

These rules should be based on the date of collection, the expected processing time and the start of the respective retention period

The goal is to minimize the number of deletion rules to ensure clarity and manageability

Sales agreements

Recommended deletion rule: We suggest retaining data on sales agreements for up to 10 years after the end of the contract; this recommendation is based on customary statutory retention periods and is intended to ensure that sufficient time is available to handle any inquiries or claims effectively

Exception: Should specific legal requirements demand a longer retention, the deletion period will adjust accordingly

Supplier agreements

Recommended deletion rule: For data collected within the scope of supplier agreements, we recommend a retention period of up to 10 years after the end of the business relationship; this period is designed to meet commercial-law requirements while also accommodating the company's needs

If certain data is relevant in the context of pending or potentially upcoming legal proceedings, there is the option to store this data beyond the general recommendation until it is established that it is no longer needed

Personnel contracts

Recommended deletion rule: It is suggested that data from personnel contracts, including payroll statements and social insurance information, be retained in accordance with labor-law requirements for a period of up to 10 years after the end of the employment relationship

For special categories of personal data such as health data, which have a higher protection requirement, it is advisable to apply more specific and often shorter retention periods that align with the special protection needs of the respective data category and applicable legal requirements

Please note that these recommendations are flexible and can be adapted by the Client as needed to better suit individual requirements

4.5Technical implementation of the deletion concept

After receiving the Client's specific deletion concepts, top.legal implements them technically; this includes the programming of automated deletion processes, the setup of notifications for reviewing manual deletion operations and the implementation of secure deletion procedures to ensure the irrecoverability of deleted data

Annual review by top.legal

Identification of expired contracts: Once a year, top.legal performs a review on request to identify contracts whose term has been exceeded and which are therefore considered inactive; this review includes determining which of these contracts fall outside their statutory retention period

Support in determining deadline expiry: For contracts that have reached or exceeded the statutory retention period, top.legal provides a supporting function by making this information available to the Client, facilitating decisions about the archiving or deletion of contract data

4.6Documentation and proof

top.legal supports the Client by providing detailed logs and reports on the deletions performed; this documentation serves as proof of GDPR compliance and helps in responding to inquiries from supervisory authorities or data subjects

5

Regular review and adjustment

The review and adjustment of the deletion concept is the Client's responsibility; it is the Client's duty to regularly evaluate the concept for its currency and effectiveness

Adjustments are required to respond to legislative changes, technological advances and changes in business conditions

Implementing a successful deletion concept for data minimization requires the Client to actively cooperate with top.legal; the Client's role is to develop and specify the deletion concept, while top.legal is responsible for the technical implementation

Through this division of work, personal data is processed securely and efficiently in accordance with the principles of data minimization and the requirements of the GDPR

6

Technical and organizational measures

top.legal implements technical and organizational measures to ensure the security of data processing and to help protect personal data from unauthorized access or unintentional deletion

7

Handling deletion requests from data subjects

Handling deletion requests from data subjects is an essential part of data protection practice and corresponds to the requirements of the General Data Protection Regulation (GDPR)

An effective procedure for handling these requests safeguards the rights of data subjects and supports compliance with legal regulations

7.1Process for a deletion request
  1. 01Receipt of the request — Registration: All incoming deletion requests are registered immediately, including the date of receipt and the contact details of the requester; Confirmation: Receipt of the request is confirmed to the data subject without undue delay, ideally within 24 hours
  2. 02Identity verification — Verification: Before processing the request, the identity of the requester must be verified to ensure that the request comes from the data subject or an authorized person; Data protection: Information collected for identity verification is used exclusively for this purpose and deleted upon completion of the verification
  3. 03Review of the request — Lawfulness: It is reviewed whether the request can be granted, specifically whether no statutory retention obligations or other legitimate grounds preclude deletion; Data scope: It is determined which data of the requester is processed and whether this data is eligible for deletion
  4. 04Implementation of the deletion — Deletion process: If no obstacles exist, the relevant personal data is deleted securely and irretrievably; Confirmation: The performance of the deletion is confirmed to the requester in writing or in another suitable form
  5. 05Documentation — Record keeping: The request and its processing, including identity verification, the decision on the request and confirmation of deletion, are documented; this documentation serves as proof of GDPR compliance
  6. 06Refusal of the request — Should the request be refused, the requester is given a clear justification, including information on the right to lodge a complaint with the competent data protection supervisory authority
7.2Responsibilities of the Client

Receipt and registration of the request: The Client is responsible for the first contact, registers the deletion request and documents its receipt

Identity verification: The Client performs the necessary verification of the requester's identity to ensure that the request is legitimate

Review of the request: It is incumbent on the Client to review whether the request can be granted, taking into account statutory retention obligations or other legitimate grounds that may oppose deletion

Communication with the data subject: The Client informs the data subject of the receipt of the request, the outcome of the review and the measures taken (deletion or refusal of the request)

Documentation and record keeping: The Client documents the entire process of handling the request, including decision-making and communication with the data subject

7.3Responsibilities of top.legal

Technical implementation of the deletion: As soon as the Client orders deletion, top.legal performs the technical deletion in the systems to securely and irretrievably remove the affected data

Support in identifying the data to be deleted: top.legal can assist the Client by providing tools or features that enable easy identification of the data to be deleted

Provision of reports: top.legal provides the Client with reports documenting the deletions performed; these can be used as part of record keeping

Support with the annual review: top.legal supports the Client in the annual review of contracts to determine which fall outside the retention period

8

Procedure for the deletion of user data

8.1Deletion of internal users

When internal users leave the Client, their accounts are first deactivated rather than immediately deleted; this serves to prevent direct access to the platform while preserving the ability to secure or retain necessary data

Once a year, top.legal offers the option to delete deactivated user accounts on the Client's request; in this process, personal data is overwritten to protect the privacy of the affected users

If internal users have signed contracts or released documents, retention and proof obligations may exist that prevent the final deletion of the user by overwriting; in such cases, the negotiation history or documentation of the contracts must be preserved even if the user account is deactivated or deleted

Processed personal data

Full name of the user, used for personal identification and communication

Email address: Serves as the primary means of communication and for logging into the platform

Access times: Information about when the user accessed the platform, used for security analyses, usage statistics and platform optimization

Signed contracts: Documents and contracts signed by the user, including the associated negotiation history and release processes

Document releases: Information about which documents have been released by the user, including the time and recipient of the release

Deletion process

When deleting internal user data, the following steps are taken on request:

Review of processed data: Determining which data of the user is stored and whether specific retention periods or legal requirements affect their deletion

Deletion of personally identifying information: The name and email address of the user are overwritten or deleted to remove the identifiability of the person

Handling of access data: Access times and other usage data are deleted, provided they are no longer needed for analysis purposes or subject to statutory retention periods

Contract-related data: Signed contracts and document releases are handled in accordance with statutory retention periods; if users were directly involved in contracts, certain information may need to be retained as part of the negotiation history even if the user account is deleted

Documentation

The deletion of user data and the basis for retaining certain information are documented to ensure compliance with data protection laws and to demonstrate this when required

8.2Deletion of external users

External user accounts can be managed directly by internal users with the appropriate permission; this includes the ability to remove external users when necessary or to restrict their access to the platform