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Memory & Data Lifecycle

Provenance, revision history, sensitivity, correction, deletion and retention of operational memory

Operational memory is the core of OmniGENIE. This page describes the lifecycle of a memory item from capture to deletion. The mechanisms of the GENIE platform are labelled Available; institutional governance additions are labelled In development.

Memory model

LayerContentStatus
Conversation turnsThe raw turns of a session, scoped to the account.Available
Typed factsFacts extracted from turns with a type (persona, episodic, instruction, value, open question, inferred belief), a link to the source turn, an optional real-world event time and a sensitivity tag.Available
Revision chainA corrected fact is not edited in place. A new fact is written and the previous one is marked as superseded with a timestamp, so both the old and the new state remain reconstructable.Available
Derived graphAn asynchronously projected knowledge graph for visual exploration. Derived, droppable, never a source of truth.Available
Structured call artefactsNotes and follow-up tasks from calls.Available

The revision chain follows an invalidate-and-supersede pattern. It is not a full bitemporal database with independent valid-time and transaction-time queries. Public descriptions therefore use the term revision-tracked memory.

Lifecycle stages

Capture

Turns are stored per account. Voice turns that were interrupted retain only what was actually heard.

Extraction

After a session, facts are extracted asynchronously, typed, linked to their source turn and tagged with a sensitivity level. Extraction is currently optimised for German-language conversations.

Recall

During a conversation, relevant facts are surfaced. Facts tagged as sensitive require a higher relevance threshold. Thresholds are system constants today; per-institution configuration is in development.

Correction

A user can correct a fact by voice or in the interface. The correction creates a new revision and marks the previous fact as superseded.

Deletion of single items

A specific fact can be deleted, with a short grace period during which the deletion can be undone. After the grace period the item is purged and the audit record no longer contains the verbatim content.

Full erasure

An account erasure removes personal data across the complete data model in one transaction. An automated test enforces that every account-scoped table is part of the erasure inventory. A hashed tombstone of the account identifier prevents accidental re-creation for a limited period.

Governance controls

ControlDescriptionStatus
Purpose bindingMemory is used for the assistant's operational purpose within the account. Institution-defined purposes per memory class.Available / In development
ProvenanceEvery extracted fact links to its source turn. Provenance for facts derived from OmniOmni component data is part of the integration design.Available / In development
AccessPer-account scoping. Role-based access to shared institutional memory.Available / In development
RetentionNo automatic retention schedule exists today. Retention classes with statutory minimums and maximums per memory class.In development
Legal holdA hold that blocks deletion where statutory retention obligations apply, and removes held items from inference while retaining them in an isolated archive.In development
ExportStructured export of an account's memory for data subject access or institutional review.In development
Model trainingConversation content is used for inference, not for training foundation models by OmniGENIE. Contractual guarantees with model providers are part of the institution's third-party assessment.Available

Data flows

Conversation content necessarily leaves the assistant's runtime for inference. The current platform is configured with the following provider classes; the concrete providers and their contractual data handling are part of the institution's third-party risk assessment.

FunctionProvider classNote
Language modelCloud model provider through a gateway with a model allowlistOne model family is configured today.
Speech-to-textCloud providerSingle provider.
Text-to-speechCloud provider with automatic fallback to a second provider
Voice transportMedia server, self-hosted or managed
TelephonySIP trunk provider
Data storesSelf-hosted PostgreSQL and RedisLocation follows the operator's infrastructure.

No data-residency guarantee is stated on this page. Region pinning for model, speech and telephony providers is a configuration and contract question that is resolved per deployment with the institution.

GDPR orientation

  • Personal data held in operational memory is processed for the defined operational purpose only.
  • Correction and deletion are supported at the level of single facts and of the whole account.
  • Deletion requests are subject to statutory retention obligations that take precedence where applicable; the legal-hold mechanism to enforce this technically is in development.
  • Where OmniGENIE interacts with natural persons by voice or text, it is designed to disclose that they are interacting with an AI system.

This orientation is not legal advice. Data protection assessments, including any data protection impact assessment for voice recognition of enrolled persons, are performed by the deploying institution.