Finance-grade retention for Atlassian Cloud, built for FINRA/SEC/SOX

Automate policy-driven archival and defensible deletion with exportable audit evidence, measurable storage savings, and cleaner AI inputs. No off‑platform copies, no surprises.

Start a finance-grade trial today
Book time with us

Finance-grade data retention for Atlassian Cloud

Decades of pages and attachments, research notes and client data, work items and compliance evidence quietly accumulate in Confluence and Jira. Every unnecessary artifact inflates backup and indexed‑object costs, widens legal discovery, and lets AI surface outdated or non‑compliant material. With policy‑driven archival and defensible deletion, all executed inside Atlassian Cloud and backed by exportable, immutable audit evidence: Opus Guard keeps your records within mandated windows, reduces audit exposure, and feeds AI only time‑bounded, policy‑scoped content.
The key outcomes of good data retention strategy
  • Regulatory assurance: Meet SEC/FINRA/SOX expectations with audit‑ready logs and defensible deletion.
  • Risk reduction: Shrink discovery scope and breach surface area by eliminating expired/ownerless content.
  • Cost efficiency: Cut backup and indexed‑object growth with double‑digit volume reductions.
  • Operational performance: Improve Confluence and Jira responsiveness and shorten maintenance windows.
  • AI hygiene: Reduce model drift and costs, increase AI ROI by keeping training/RAG context clean and current.

How Content Retention Manager solves it

Opus Guard's Content Retention Manager implements data retention strategy for finance and banking, with ease.

FAQ's

How does data retention reduce risk during SEC / FINRA / SOX audits?
A good data retention management practice enforces policy-driven retention and defensible deletion directly inside your company's Atlassian Cloud applications. This means aged content is either archived or securely removed according to rules you define, with audit-ready reports showing what was kept or deleted and when. By keeping only records within mandated retention windows, you lower legal exposure, discovery scope, and data breach surface area during regulatory review.
Can we prove that expired content was deleted in accordance with policy?
Yes. Every deletion or archival action is logged and exportable as evidence. Content Retention Manager's Content Audit reports show who authorized the action, which classification and/or policy applied, and when deletion occurred – supporting defensible deletion and audit traceability under SOX, FINRA, and other legal requirements.
Does data retention affect our AI and analytics initiatives?
Old or redundant data can pollutes AI training and RAG context windows, producing inaccurate or non-compliant generative outputs. By keeping your Atlassian apps' content current and policy-scoped, Content Retention Manager helps teams feed cleaner, time-bounded information into internal AI tools. Overall this both improves relevance while also cutting token and indexed object overages charges.
What’s the business impact on storage and backup costs?
Confluence and Jira Cloud store every item, every attachment and page version, all of which should be backed up in at least three versions in at least two different locations. Automating retention reduces source content being backed up and in turn reduces backup object-storage growth, resulting in measurable performance on the primary SaaS apps and measurable savings on the backup tiers. Most customers see double-digit percentage reductions in backup volume once redundant, expired, or ownerless content is removed.
How does Opus Guard fit in our existing information-governance program?
Think of Opus Guard and Content Retention Manager as an operational layer inside your Atlassian Cloud that executes the retention policies you already define in your GRC framework. It complements enterprise DLP, backup, and eDiscovery tools by ensuring Atlassian content ages out automatically and can’t silently accumulate outside formal retention cycles: a key expectation in ISO 27001/42001, SOC 2, and GDPR Article 5.

Opus Guard is your trusted retention partner

Opus Guard is SOC 2 Type II certified. And built entirely on Atlassian's own SOC 2 certified infrastructure. We regularly conduct tests and audits, subject to our controls.

View our Trust Center ↗Runs on Atlassian program logo

Runs on Atlassian is a special category of apps in the Atlassian Marketplace that are built on Atlassian Forge. These apps • Are hosted on Atlassian’s platform • Store data within Atlassian • Are data residency compliant

Atlassian Cloud Fortified apps offer additional security, reliability, and support through: • Cloud security participation • Timely reliability checks • 24hr support response time, and more: verified by Atlassian

More details ↗

Data Residency & Privacy
Supports Atlassian data residency. Aligns to GDPR/CCPA principles of data minimization and storage limitation—no off-platform copies.
‍Defensible Deletion & Evidence
Policy-driven archival and deletion with exportable audit logs for regulatory reviews.
‍Least-Privilege by Design
Scopes limited to the minimum required to classify, audit, archive, and delete in Confluence & Jira.
‍ISO Alignment
Governance aligned with ISO 27001 (information security) and ISO 42001 (AI governance) practices.

Easy content governance

Content Retention Manager is your vital tool to oversee and execute the document lifecycle, ensuring that information is stored, maintained, and disposed of in a compliant focused manner and according to your defined retention policies.

"Love it. I've always wondered why this wasn't a feature in Confluence and now I found a way to get it!"

Jeff Gibson
Chief Information Officer, Kintsugi

Prenez le contrôle de vos données dès aujourd'hui

Commencez gratuitementEn savoir plus