It has been a while on this, but to continue:

Definition is "any good or service received by a customer for any form
of tender".  There are a lot of little intricacies as well, but I don't
want to get into them here, but would rather take a broad approach.   

If there is anyone in the Retail industry that has led a similar project
around developing an archive and purge strategy for this type of
customer transaction history, please contact me.  I would be very
interested to speak with you.  

-Ben
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-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On
Behalf Of Link, Gary M.
Sent: Tuesday, December 15, 2009 12:15 PM
To: [log in to unmask]
Subject: Re: Customer Sales History Data Retention

>>
this does beg the question "what is meant by customer sales transaction
data?" Is it the anonymized data that LarryM mentions or is data that
can be
tied to a particular customer?
<<

That's the central question and it is a huge difference because it
determines whether or not FACTA and other personal info protection laws
apply.
(PA & LM: I know this was inferred by your discussion, but I state it
outright to help answer the original poster's question.)

Gary Link, CRM
Pittsburgh, PA
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