Exports, retention, and holds

Encrypted exports, retention policies, legal holds, and dispositions.

Found on the operational-fabric page.

Exports

Needs canManageDataPortability. requestExportJob queues an encrypted export of patients, appointments, audit, or inventory in CSV or JSON, and processExportJob builds it. Download from /api/exports/{jobId} with the one-time token. Jobs go queued → processing → ready → expired, or failed.

Retention

Needs canManageRetention.

RecordMutation
RetentionPolicy per record typeestablishRetentionPolicy, transitionRetentionPolicy
RecordHold (legal hold)placeRecordHold, releaseRecordHold (reason required)
RetentionDispositionrecordRetentionDisposition

A record cannot have two active holds, and a disposition is checked against the active policy and holds. Dispositions are append-only.

linkExternalIdentity records the ID a patient or record has in another system (system, localType).

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