Glossary
Seal the Case
How a case closes. When you seal it, the normalized metrics and case data are destroyed at 30 days and a destruction certificate issues. On the Portfolio package you can keep the case open instead and monitor the company after close.
Why it matters
Retention is legal-grade copy, and it has to match what actually happens. A case does not linger by default. When the deal team is done they seal it, the clock starts, and the destruction is certified. The exception is deliberate: an investor who wants to keep watching a company after close can, on the Portfolio package, keep the case open instead.
How Zoe reads it
Sealing is a step the customer takes at Close Case. From that point the normalized metrics and case data are destroyed at 30 days and a destruction certificate is issued to the grantor, the target, with a copy in the investor’s case. On the Portfolio package the case can stay open and Zoe keeps reading the connected systems until it is sealed.