Assistant Memory Hygiene Review (Retention)

Assistant Memory Hygiene Review (Retention)

1. 01

   Inventory every assistant memory store tied to client accounts

   List each tool that persists context, from on-device databases to cloud-synced logs, and note who holds administrative access.

2. 02

   Classify stored data by sensitivity and retention requirement

   Tag records containing financial details, health information, or contractual terms, then map them against client data-processing agreements.

3. 03

   Verify encryption and access controls on each memory repository

   Confirm that stored transcripts and files are encrypted at rest and that only named staff can query the assistant's memory.

4. 04

   Purge stale or obsolete client context quarterly

   Remove records from closed projects or superseded briefs to reduce the risk of the assistant acting on outdated instructions.

5. 05

   Test assistant recall against a set of known client facts

   Ask each assistant to retrieve specific details from past engagements and compare answers against source documents to spot context drift.

6. 06

   Document any memory-related incidents and corrective actions

   Log cases where the assistant surfaced wrong or sensitive information, then update governance rules to prevent recurrence.