Agent record · 1 pages · Thu, Jan 15, 2026
Residency finding
This file predates the current route for its class. The jurisdiction is still correct, so it is a migration rather than a compliance failure.
Your own business record. Canadian storage, six-year clock from the record date. The retention clock runs from the record date, which is the business date on the document and not the day it was filed.
Nothing is extracted from this kind of file
A signed agreement or an acknowledgment is filed and retained, not parsed. It has a terminal state of its own so the vault never shows a queue of work that does not exist.
Where this class routes today
CRA books-and-records retention, six years from the end of the last tax year.
Retention is generated from the record date, so back-dating a historical import moves the whole clock with it. Nothing on this screen destroys a file — DELETE is blocked by policy on every table.
Filed against the practice, not a file
Board dues, insurance and other practice-level records sit here rather than on a deal. That is a real classification, not a missing link.
One file can be attached to a deal, a strata plan and a person at once — the same strata minutes serve every unit in the plan without being filed twice.