GDPR & Data Retention Policy

Receeva by Rivello Ltd

Applies to: Rivello Ltd trading as Receeva ("Receeva"), all employees, contractors and systems handling personal data

Effective date: 14th October 2025
Last review: 14th October 2025

1. Purpose & Scope

This policy sets out how Receeva complies with the UK GDPR and the Data Protection Act 2018, and how long we retain different categories of personal data. It applies to all personal data processed by Receeva in connection with our SaaS platform and business operations.

2. Roles & Responsibilities

3. Data Protection Principles

4. Lawful Bases for Processing

Receeva relies on one or more lawful bases depending on the activity: performance of a contract (e.g., delivering the the service), legitimate interests (e.g., security monitoring, product improvement with minimal impact), consent (e.g., marketing where required), and legal obligation (e.g., tax records).

5. Privacy Information (Articles 13/14)

We provide clear, timely privacy information at the point of data collection (Article 13) and, where we obtain data from other sources, within the required timeframes (Article 14). Our Privacy Notice explains purposes, lawful bases, retention periods, rights, and international transfers.

6. Data Subject Rights

Individuals can exercise their rights to access, rectification, erasure, restriction, portability, objection, and rights related to automated decision-making. Receeva will respond without undue delay and within statutory timelines (normally one calendar month), with possible extensions for complex cases. Requests should be sent to support@receeva.com.

7. Security Measures

Receeva implements appropriate technical and organisational measures, including encryption in transit and at rest, role-based access controls, network security, logging and monitoring, secure development practices, staff training, vendor due diligence, and business continuity and disaster recovery (BC/DR).

8. Data Protection Impact Assessments (DPIAs)

We conduct DPIAs before initiating processing that is likely to result in a high risk to individuals (e.g., large-scale processing of special category data, systematic monitoring, or the use of new technologies). DPIAs are embedded into project and change management.

9. International Data Transfers

Where personal data is transferred outside the UK, Receeva uses permitted transfer mechanisms (e.g., UK adequacy regulations, the International Data Transfer Agreement (IDTA) or UK Addendum to the EU SCCs) and conducts transfer risk assessments (TRAs) where required.

10. Processors & Subprocessors

Receeva engages subprocessors under written Data Processing Agreements that include GDPR-required terms. We maintain a current list of subprocessors and notify customers of material changes per contract.

11. Personal Data Breaches

Receeva maintains incident response procedures and a breach register. Where a personal data breach creates a risk to individuals, we will notify the ICO without undue delay and, where feasible, within 72 hours of becoming aware. If the breach is likely to result in a high risk to individuals, we will notify affected individuals without undue delay.

12. Records of Processing (Article 30)

Receeva maintains Records of Processing Activities (RoPA) that include purposes, categories of data, recipients, international transfers, retention schedules, and security measures. Processors we appoint also maintain appropriate records.

13. Data Retention & Deletion

We retain personal data only for as long as necessary for the purposes for which it was collected, in line with the storage limitation principle. Where possible, data is anonymised or pseudonymised. When data is no longer needed, it is securely erased or irreversibly anonymised. Backups follow defined cycles and are overwritten on rotation. A legal hold supersedes scheduled deletion.

13.1 Retention Schedule (Summary)

Data Category Examples Lawful Basis Retention Period Rationale
Customer account & contract data Name, business contact, login, agreements Contract; Legitimate interests Contract term + 6 years Defend/establish legal claims under Limitation Act; resolve disputes
Billing & financial records Invoices, payments, VAT records Legal obligation 6 years from end of financial year HMRC record-keeping requirements
Customer content (files shared via Receeva) Uploaded files, share metadata Contract; Processor role under DPA Configurable by customer; default 30 days for a share link to be accessed, default 1 day once a file has been downloaded Provide service then delete; minimise storage
Support tickets & communications Emails, chat, ticket history Legitimate interests; Contract 3 years after ticket closure (extend under legal hold) Customer service history; defend claims
Marketing contacts Prospects, newsletter subscribers Consent; Legitimate interests (B2B) Until consent withdrawn or 24 months of inactivity Respect rights; regular re-permissioning
Platform logs & audit trails Access logs, activity logs Legitimate interests; Legal obligations (security) 12 months active logs; aggregate/anonymise thereafter Security investigations; performance tuning with minimal risk
Security/incident & breach records Incident timelines, notifications Legal obligation; Legitimate interests 6 years Demonstrate compliance and accountability
RoPA, DPAs and privacy notices Records of processing, processor contracts Legal obligation Life of contract + 6 years Accountability and audit support
HR and recruitment data Employee files, CVs, interview notes Contract; Legal obligation Employees: 6 years after termination; Applicants: 12 months Defend employment claims; statutory requirements

14. Deletion, Anonymisation & Backups

15. Legal Hold

If Receeva receives notice of (or reasonably anticipates) a claim, investigation, or audit, we will apply a legal hold to suspend deletion for relevant records until the hold is released.

16. Training, Audits & Review

All staff handling personal data receive regular GDPR training. Compliance is monitored via periodic audits. This policy and the retention schedule are reviewed at least annually or upon material changes to processing or law.

17. Contact

Questions about this policy or requests to exercise data protection rights can be directed to: support@receeva.com.

Appendix A - References (non-exhaustive)