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MongoDB Data Archiving and Lifecycle Management: Automated Retention Policies and Enterprise-Grade Data Governance

Enterprise applications accumulate vast amounts of operational data over time, requiring sophisticated data lifecycle management strategies that balance regulatory compliance, storage costs, query performance, and operational efficiency. Traditional database approaches to data archiving often involve complex manual processes, inefficient storage patterns, and limited automation capabilities that become increasingly problematic as data volumes scale to petabytes and compliance requirements become more stringent.

MongoDB provides comprehensive data lifecycle management capabilities through automated retention policies, intelligent archiving strategies, and compliance-aware data governance frameworks. Unlike traditional databases that require external tools and complex ETL processes for data archiving, MongoDB enables native lifecycle management with TTL collections, automated tiering, and sophisticated retention policies that seamlessly integrate with modern data governance requirements.

The Traditional Data Archiving Challenge

Conventional database archiving approaches suffer from significant complexity and operational overhead:

-- Traditional PostgreSQL data archiving - complex manual processes and limited automation

-- Complex partitioned table structure for lifecycle management
CREATE TABLE customer_interactions (
    interaction_id BIGSERIAL PRIMARY KEY,
    customer_id BIGINT NOT NULL,
    interaction_type VARCHAR(50) NOT NULL,
    channel VARCHAR(50) NOT NULL,
    interaction_data JSONB,
    interaction_timestamp TIMESTAMP NOT NULL DEFAULT CURRENT_TIMESTAMP,

    -- Compliance and governance fields
    data_classification VARCHAR(20) DEFAULT 'internal',
    retention_category VARCHAR(50) DEFAULT 'standard',
    compliance_flags JSONB,

    -- Manual archiving tracking
    archived_status VARCHAR(20) DEFAULT 'active',
    archive_eligible_date DATE,
    archive_priority INTEGER DEFAULT 5,

    -- Audit trail for lifecycle events
    lifecycle_events JSONB DEFAULT '[]',

    -- Performance optimization
    created_date DATE GENERATED ALWAYS AS (interaction_timestamp::date) STORED

) PARTITION BY RANGE (created_date);

-- Create monthly partitions (requires constant manual maintenance)
CREATE TABLE customer_interactions_2023_01 PARTITION OF customer_interactions
    FOR VALUES FROM ('2023-01-01') TO ('2023-02-01');
CREATE TABLE customer_interactions_2023_02 PARTITION OF customer_interactions
    FOR VALUES FROM ('2023-02-01') TO ('2023-03-01');
CREATE TABLE customer_interactions_2023_03 PARTITION OF customer_interactions
    FOR VALUES FROM ('2023-03-01') TO ('2023-04-01');
-- ... manual partition creation continues indefinitely

-- Complex stored procedure for manual archiving process
CREATE OR REPLACE FUNCTION archive_old_customer_interactions(
    archive_threshold_days INTEGER DEFAULT 365,
    batch_size INTEGER DEFAULT 1000
) RETURNS TABLE (
    processed_count INTEGER,
    archived_count INTEGER,
    deleted_count INTEGER,
    error_count INTEGER,
    processing_summary JSONB
) AS $$
DECLARE
    cutoff_date DATE := CURRENT_DATE - INTERVAL '1 day' * archive_threshold_days;
    batch_record RECORD;
    processed_total INTEGER := 0;
    archived_total INTEGER := 0;
    deleted_total INTEGER := 0;
    error_total INTEGER := 0;
    current_partition TEXT;
    archive_table_name TEXT;
    batch_cursor CURSOR FOR
        SELECT schemaname, tablename 
        FROM pg_tables 
        WHERE tablename LIKE 'customer_interactions_____'
        AND tablename < 'customer_interactions_' || to_char(cutoff_date, 'YYYY_MM')
        ORDER BY tablename;
BEGIN
    -- Process each partition individually (extremely inefficient)
    FOR batch_record IN batch_cursor LOOP
        current_partition := batch_record.schemaname || '.' || batch_record.tablename;
        archive_table_name := 'archive_' || batch_record.tablename;

        BEGIN
            -- Create archive table if it doesn't exist
            EXECUTE format('
                CREATE TABLE IF NOT EXISTS %I (
                    LIKE %I INCLUDING ALL
                ) INHERITS (customer_interactions_archive)', 
                archive_table_name, current_partition);

            -- Copy data to archive table with complex validation
            EXECUTE format('
                WITH archive_candidates AS (
                    SELECT *,
                        -- Complex compliance validation
                        CASE 
                            WHEN data_classification = ''confidential'' AND 
                                 CURRENT_DATE - created_date > INTERVAL ''7 years'' THEN ''expired_confidential''
                            WHEN data_classification = ''public'' AND 
                                 CURRENT_DATE - created_date > INTERVAL ''3 years'' THEN ''expired_public''
                            WHEN compliance_flags ? ''gdpr_subject'' AND 
                                 CURRENT_DATE - created_date > INTERVAL ''6 years'' THEN ''gdpr_expired''
                            WHEN compliance_flags ? ''financial_record'' AND 
                                 CURRENT_DATE - created_date > INTERVAL ''7 years'' THEN ''financial_expired''
                            ELSE ''active''
                        END as archive_status
                    FROM %I
                    WHERE created_date < %L
                ),
                archive_insertions AS (
                    INSERT INTO %I 
                    SELECT 
                        ac.*,
                        -- Add archiving metadata
                        ac.lifecycle_events || jsonb_build_array(
                            jsonb_build_object(
                                ''event'', ''archived'',
                                ''timestamp'', CURRENT_TIMESTAMP,
                                ''archive_reason'', ac.archive_status,
                                ''archive_batch'', %L
                            )
                        ) as lifecycle_events
                    FROM archive_candidates ac
                    WHERE ac.archive_status != ''active''
                    RETURNING interaction_id
                )
                SELECT COUNT(*) FROM archive_insertions',
                current_partition, cutoff_date, archive_table_name, 
                'batch_' || extract(epoch from now())::text
            ) INTO archived_total;

            processed_total := processed_total + archived_total;

            -- Delete archived records from active table (risky operation)
            EXECUTE format('
                DELETE FROM %I 
                WHERE created_date < %L 
                AND interaction_id IN (
                    SELECT interaction_id FROM %I 
                    WHERE archive_status != ''active''
                )', current_partition, cutoff_date, archive_table_name);

            GET DIAGNOSTICS deleted_total = ROW_COUNT;

            -- Log archiving operation
            INSERT INTO archiving_audit_log (
                table_name, 
                archive_date, 
                records_archived, 
                records_deleted,
                archive_table_name
            ) VALUES (
                current_partition, 
                CURRENT_TIMESTAMP, 
                archived_total, 
                deleted_total,
                archive_table_name
            );

        EXCEPTION WHEN OTHERS THEN
            error_total := error_total + 1;
            INSERT INTO archiving_error_log (
                table_name,
                error_message,
                error_timestamp,
                sqlstate
            ) VALUES (
                current_partition,
                SQLERRM,
                CURRENT_TIMESTAMP,
                SQLSTATE
            );
        END;
    END LOOP;

    RETURN QUERY SELECT 
        processed_total,
        archived_total,
        deleted_total,
        error_total,
        jsonb_build_object(
            'processing_timestamp', CURRENT_TIMESTAMP,
            'archive_threshold_days', archive_threshold_days,
            'batch_size', batch_size,
            'cutoff_date', cutoff_date
        );
END;
$$ LANGUAGE plpgsql;

-- Complex compliance-aware data retention management
WITH data_classification_rules AS (
    SELECT 
        'confidential' as classification,
        ARRAY['financial_record', 'personal_data', 'health_info'] as compliance_tags,
        7 * 365 as retention_days,
        true as encryption_required,
        'secure_deletion' as deletion_method
    UNION ALL
    SELECT 
        'internal' as classification,
        ARRAY['business_record', 'operational_data'] as compliance_tags,
        5 * 365 as retention_days,
        false as encryption_required,
        'standard_deletion' as deletion_method
    UNION ALL
    SELECT 
        'public' as classification,
        ARRAY['marketing_data', 'public_interaction'] as compliance_tags,
        3 * 365 as retention_days,
        false as encryption_required,
        'standard_deletion' as deletion_method
),
retention_analysis AS (
    SELECT 
        ci.interaction_id,
        ci.customer_id,
        ci.data_classification,
        ci.compliance_flags,
        ci.created_date,

        -- Match with retention rules
        dcr.retention_days,
        dcr.encryption_required,
        dcr.deletion_method,

        -- Calculate retention status
        CASE 
            WHEN CURRENT_DATE - ci.created_date > INTERVAL '1 day' * dcr.retention_days THEN 'expired'
            WHEN CURRENT_DATE - ci.created_date > INTERVAL '1 day' * (dcr.retention_days - 30) THEN 'expiring_soon'
            ELSE 'active'
        END as retention_status,

        -- Check for legal holds
        CASE 
            WHEN EXISTS (
                SELECT 1 FROM legal_holds lh 
                WHERE lh.customer_id = ci.customer_id 
                AND lh.status = 'active'
                AND lh.hold_type && ARRAY(SELECT jsonb_array_elements_text(ci.compliance_flags))
            ) THEN 'legal_hold'
            ELSE 'normal_retention'
        END as legal_status,

        -- Complex GDPR compliance checks
        CASE 
            WHEN ci.compliance_flags ? 'gdpr_subject' THEN
                CASE 
                    WHEN EXISTS (
                        SELECT 1 FROM gdpr_deletion_requests gdr 
                        WHERE gdr.customer_id = ci.customer_id 
                        AND gdr.status = 'approved'
                    ) THEN 'gdpr_deletion_required'
                    WHEN CURRENT_DATE - ci.created_date > INTERVAL '6 years' THEN 'gdpr_retention_expired'
                    ELSE 'gdpr_compliant'
                END
            ELSE 'gdpr_not_applicable'
        END as gdpr_status

    FROM customer_interactions ci
    JOIN data_classification_rules dcr ON ci.data_classification = dcr.classification
    WHERE ci.archived_status = 'active'
),
complex_retention_actions AS (
    SELECT 
        ra.*,

        -- Determine required action
        CASE 
            WHEN ra.legal_status = 'legal_hold' THEN 'maintain_with_hold'
            WHEN ra.gdpr_status = 'gdpr_deletion_required' THEN 'immediate_deletion'
            WHEN ra.gdpr_status = 'gdpr_retention_expired' THEN 'gdpr_compliant_deletion'
            WHEN ra.retention_status = 'expired' THEN 'archive_and_purge'
            WHEN ra.retention_status = 'expiring_soon' THEN 'prepare_for_archival'
            ELSE 'no_action_required'
        END as required_action,

        -- Calculate priority
        CASE 
            WHEN ra.gdpr_status IN ('gdpr_deletion_required', 'gdpr_retention_expired') THEN 1
            WHEN ra.retention_status = 'expired' AND ra.encryption_required THEN 2
            WHEN ra.retention_status = 'expired' THEN 3
            WHEN ra.retention_status = 'expiring_soon' THEN 4
            ELSE 5
        END as action_priority,

        -- Estimate processing complexity
        CASE 
            WHEN ra.encryption_required AND ra.gdpr_status != 'gdpr_not_applicable' THEN 'high_complexity'
            WHEN ra.encryption_required OR ra.gdpr_status != 'gdpr_not_applicable' THEN 'medium_complexity'
            ELSE 'low_complexity'
        END as processing_complexity

    FROM retention_analysis ra
),
action_summary AS (
    SELECT 
        required_action,
        processing_complexity,
        action_priority,
        COUNT(*) as record_count,

        -- Group by customer to handle GDPR requests efficiently
        COUNT(DISTINCT customer_id) as affected_customers,

        -- Calculate processing estimates
        CASE processing_complexity
            WHEN 'high_complexity' THEN COUNT(*) * 5  -- 5 seconds per record
            WHEN 'medium_complexity' THEN COUNT(*) * 2  -- 2 seconds per record
            ELSE COUNT(*) * 0.5  -- 0.5 seconds per record
        END as estimated_processing_time_seconds,

        -- Group compliance requirements
        array_agg(DISTINCT data_classification) as data_classifications_affected,
        array_agg(DISTINCT gdpr_status) as gdpr_statuses,
        array_agg(DISTINCT legal_status) as legal_statuses

    FROM complex_retention_actions
    WHERE required_action != 'no_action_required'
    GROUP BY required_action, processing_complexity, action_priority
)

SELECT 
    required_action,
    processing_complexity,
    action_priority,
    record_count,
    affected_customers,
    ROUND(estimated_processing_time_seconds / 3600.0, 2) as estimated_hours,
    data_classifications_affected,
    gdpr_statuses,
    legal_statuses,

    -- Provide actionable recommendations
    CASE required_action
        WHEN 'immediate_deletion' THEN 'Execute secure deletion within 72 hours to comply with GDPR'
        WHEN 'gdpr_compliant_deletion' THEN 'Schedule deletion batch during maintenance window'
        WHEN 'archive_and_purge' THEN 'Move to cold storage then schedule purge after verification'
        WHEN 'prepare_for_archival' THEN 'Begin archival preparation and stakeholder notification'
        WHEN 'maintain_with_hold' THEN 'Maintain records due to legal hold - no action until hold lifted'
        ELSE 'Review retention policy alignment'
    END as recommended_action

FROM action_summary
ORDER BY action_priority, estimated_processing_time_seconds DESC;

-- Problems with traditional data archiving approaches:
-- 1. Manual partition management creates operational overhead and human error risk
-- 2. Complex compliance validation requires extensive custom logic and maintenance
-- 3. No automated lifecycle management - everything requires manual scheduling
-- 4. Limited integration with modern compliance frameworks (GDPR, CCPA, SOX)
-- 5. Expensive cold storage integration requires external tools and ETL processes
-- 6. Poor performance for cross-partition queries during archival operations
-- 7. Complex error handling and rollback mechanisms for failed archival operations
-- 8. No automated cost optimization based on data access patterns
-- 9. Difficult integration with cloud storage tiers and automated cost management
-- 10. Limited audit trails and compliance reporting for data governance requirements

-- Attempt at automated retention with limited PostgreSQL capabilities
CREATE OR REPLACE FUNCTION automated_retention_policy()
RETURNS void AS $$
DECLARE
    policy_record RECORD;
    retention_cursor CURSOR FOR
        SELECT 
            table_name,
            retention_days,
            archive_method,
            deletion_method
        FROM data_retention_policies
        WHERE enabled = true;
BEGIN
    -- Limited automation through basic stored procedures
    FOR policy_record IN retention_cursor LOOP
        -- Execute retention policy (basic implementation)
        EXECUTE format('
            DELETE FROM %I 
            WHERE created_date < CURRENT_DATE - INTERVAL ''%s days''
            AND archived_status = ''eligible_for_deletion''',
            policy_record.table_name,
            policy_record.retention_days
        );

        -- Log retention execution (basic logging)
        INSERT INTO retention_execution_log (
            table_name,
            execution_date,
            records_processed,
            policy_applied
        ) VALUES (
            policy_record.table_name,
            CURRENT_TIMESTAMP,
            ROW_COUNT,
            'automated_retention'
        );
    END LOOP;
END;
$$ LANGUAGE plpgsql;

-- Schedule retention policy (requires external cron job)
-- SELECT cron.schedule('retention-policy', '0 2 * * 0', 'SELECT automated_retention_policy();');

-- Traditional limitations:
-- 1. No intelligent data tiering based on access patterns
-- 2. Limited support for compliance-aware automated retention
-- 3. No integration with modern cloud storage tiers
-- 4. Complex manual processes for data lifecycle management
-- 5. Poor support for real-time compliance reporting
-- 6. Limited automation capabilities requiring external orchestration
-- 7. No built-in support for legal hold management
-- 8. Difficult integration with data governance frameworks
-- 9. No automated cost optimization or storage tier management
-- 10. Complex backup and recovery for archived data across multiple storage systems

MongoDB provides comprehensive automated data lifecycle management:

// MongoDB Advanced Data Archiving and Lifecycle Management - automated retention with enterprise governance
const { MongoClient, ObjectId } = require('mongodb');

const client = new MongoClient('mongodb://localhost:27017');
const db = client.db('enterprise_data_governance');

// Comprehensive Data Lifecycle Management System
class AdvancedDataLifecycleManager {
  constructor(db, governanceConfig = {}) {
    this.db = db;
    this.collections = {
      customers: db.collection('customers'),
      interactions: db.collection('customer_interactions'),
      orders: db.collection('orders'),
      payments: db.collection('payments'),

      // Archive collections
      archivedInteractions: db.collection('archived_interactions'),
      archivedOrders: db.collection('archived_orders'),

      // Governance and compliance tracking
      retentionPolicies: db.collection('retention_policies'),
      complianceAuditLog: db.collection('compliance_audit_log'),
      legalHolds: db.collection('legal_holds'),
      dataClassifications: db.collection('data_classifications'),
      lifecycleEvents: db.collection('lifecycle_events'),
      governanceMetrics: db.collection('governance_metrics')
    };

    // Advanced governance configuration
    this.governanceConfig = {
      // Automated retention policies
      enableAutomatedRetention: governanceConfig.enableAutomatedRetention !== false,
      enableIntelligentTiering: governanceConfig.enableIntelligentTiering !== false,
      enableComplianceAutomation: governanceConfig.enableComplianceAutomation !== false,

      // Compliance frameworks
      gdprCompliance: governanceConfig.gdprCompliance !== false,
      ccpaCompliance: governanceConfig.ccpaCompliance || false,
      soxCompliance: governanceConfig.soxCompliance || false,
      hipaaCompliance: governanceConfig.hipaaCompliance || false,

      // Data classification and protection
      enableDataClassification: governanceConfig.enableDataClassification !== false,
      enableEncryptionAtRest: governanceConfig.enableEncryptionAtRest !== false,
      enableSecureDeletion: governanceConfig.enableSecureDeletion !== false,

      // Storage optimization
      enableCloudStorageTiering: governanceConfig.enableCloudStorageTiering || false,
      enableCostOptimization: governanceConfig.enableCostOptimization !== false,
      enableAutomatedArchiving: governanceConfig.enableAutomatedArchiving !== false,

      // Monitoring and reporting
      enableComplianceReporting: governanceConfig.enableComplianceReporting !== false,
      enableAuditTrails: governanceConfig.enableAuditTrails !== false,
      enableGovernanceMetrics: governanceConfig.enableGovernanceMetrics !== false,

      // Default retention periods (in days)
      defaultRetentionPeriods: {
        confidential: 2555,  // 7 years
        internal: 1825,      // 5 years
        public: 1095,        // 3 years
        temporary: 90        // 90 days
      },

      // Archival and deletion policies
      archivalConfig: {
        warmToColStorageThreshold: 90,  // Days
        coldToFrozenThreshold: 365,     // Days
        deletionGracePeriod: 30,        // Days
        batchProcessingSize: 1000,
        enableProgressiveArchival: true
      }
    };

    this.initializeDataGovernance();
  }

  async initializeDataGovernance() {
    console.log('Initializing advanced data governance and lifecycle management...');

    try {
      // Setup automated retention policies
      await this.setupAutomatedRetentionPolicies();

      // Initialize data classification framework
      await this.setupDataClassificationFramework();

      // Setup compliance automation
      await this.setupComplianceAutomation();

      // Initialize intelligent archiving
      await this.setupIntelligentArchiving();

      // Setup governance monitoring
      await this.setupGovernanceMonitoring();

      console.log('Data governance system initialized successfully');

    } catch (error) {
      console.error('Error initializing data governance:', error);
      throw error;
    }
  }

  async setupAutomatedRetentionPolicies() {
    console.log('Setting up automated retention policies with TTL and lifecycle rules...');

    try {
      // Customer interactions with automated TTL based on data classification
      await this.collections.interactions.createIndex(
        { "dataGovernance.retentionExpiry": 1 },
        { 
          expireAfterSeconds: 0,
          background: true,
          name: "automated_retention_policy"
        }
      );

      // Setup sophisticated retention policy framework
      const retentionPolicies = [
        {
          _id: new ObjectId(),
          policyName: 'customer_interactions_retention',
          description: 'Automated retention for customer interaction data based on classification and compliance',

          // Collection and criteria configuration
          targetCollections: ['customer_interactions'],
          retentionCriteria: {
            confidential: {
              retentionPeriod: 2555, // 7 years
              complianceFrameworks: ['SOX', 'Financial_Records'],
              secureDelete: true,
              encryptionRequired: true
            },
            internal: {
              retentionPeriod: 1825, // 5 years
              complianceFrameworks: ['Business_Records'],
              secureDelete: false,
              encryptionRequired: false
            },
            public: {
              retentionPeriod: 1095, // 3 years
              complianceFrameworks: ['Marketing_Data'],
              secureDelete: false,
              encryptionRequired: false
            },
            gdpr_subject: {
              retentionPeriod: 2190, // 6 years
              complianceFrameworks: ['GDPR'],
              rightToErasure: true,
              secureDelete: true
            }
          },

          // Advanced policy configuration
          policyConfig: {
            enableLegalHoldRespect: true,
            enableGdprCompliance: true,
            enableProgressiveArchival: true,
            enableCostOptimization: true,
            batchProcessingSize: 1000,
            executionSchedule: 'daily',
            timezoneHandling: 'UTC'
          },

          // Automation and monitoring
          automationSettings: {
            enableAutomaticExecution: true,
            enableNotifications: true,
            enableAuditLogging: true,
            enableComplianceReporting: true,
            executionWindow: { start: '02:00', end: '06:00' }
          },

          // Governance metadata
          governance: {
            createdBy: 'system',
            createdAt: new Date(),
            approvedBy: 'compliance_team',
            approvedAt: new Date(),
            lastReviewDate: new Date(),
            nextReviewDate: new Date(Date.now() + 365 * 24 * 60 * 60 * 1000), // 1 year
            complianceStatus: 'approved'
          }
        },

        {
          _id: new ObjectId(),
          policyName: 'order_data_retention',
          description: 'Financial and order data retention with enhanced compliance tracking',

          targetCollections: ['orders', 'payments'],
          retentionCriteria: {
            financial_record: {
              retentionPeriod: 2920, // 8 years for financial records
              complianceFrameworks: ['SOX', 'Tax_Records', 'Financial_Regulations'],
              secureDelete: true,
              encryptionRequired: true,
              auditTrailRequired: true
            },
            standard_order: {
              retentionPeriod: 2555, // 7 years
              complianceFrameworks: ['Business_Records'],
              secureDelete: false,
              encryptionRequired: false,
              auditTrailRequired: false
            }
          },

          policyConfig: {
            enableLegalHoldRespect: true,
            enableTaxCompliancet: true,
            enableFinancialAuditSupport: true,
            batchProcessingSize: 500,
            executionSchedule: 'weekly',
            requireManualApproval: true // Financial data requires manual approval
          },

          governance: {
            createdBy: 'finance_team',
            approvedBy: 'compliance_officer',
            complianceStatus: 'approved',
            regulatoryAlignment: ['SOX', 'Tax_Regulations', 'Financial_Compliance']
          }
        }
      ];

      // Insert retention policies
      await this.collections.retentionPolicies.insertMany(retentionPolicies);

      console.log('Automated retention policies configured successfully');

    } catch (error) {
      console.error('Error setting up retention policies:', error);
      throw error;
    }
  }

  async setupDataClassificationFramework() {
    console.log('Setting up data classification framework for automated governance...');

    const classificationFramework = {
      _id: new ObjectId(),
      frameworkName: 'enterprise_data_classification',
      version: '2.1',

      // Data sensitivity levels
      sensitivityLevels: {
        public: {
          level: 0,
          description: 'Information available to general public',
          handlingRequirements: {
            encryption: false,
            accessControl: 'none',
            auditLogging: false,
            retentionPeriod: 1095 // 3 years
          },
          complianceFrameworks: []
        },

        internal: {
          level: 1,
          description: 'Internal business information',
          handlingRequirements: {
            encryption: false,
            accessControl: 'basic',
            auditLogging: true,
            retentionPeriod: 1825 // 5 years
          },
          complianceFrameworks: ['Business_Records']
        },

        confidential: {
          level: 2,
          description: 'Sensitive business information requiring protection',
          handlingRequirements: {
            encryption: true,
            accessControl: 'role_based',
            auditLogging: true,
            retentionPeriod: 2555, // 7 years
            secureDelete: true
          },
          complianceFrameworks: ['SOX', 'Business_Confidential']
        },

        restricted: {
          level: 3,
          description: 'Highly sensitive information with strict access controls',
          handlingRequirements: {
            encryption: true,
            accessControl: 'multi_factor',
            auditLogging: true,
            retentionPeriod: 2555, // 7 years
            secureDelete: true,
            approvalRequired: true
          },
          complianceFrameworks: ['SOX', 'Financial_Records', 'Executive_Information']
        }
      },

      // Data categories with specific handling requirements
      dataCategories: {
        personal_data: {
          category: 'personal_data',
          description: 'Personally identifiable information subject to privacy regulations',
          sensitivityLevel: 'confidential',
          specialHandling: {
            gdprApplicable: true,
            ccpaApplicable: true,
            rightToErasure: true,
            dataSubjectRights: true,
            consentTracking: true,
            retentionPeriod: 2190 // 6 years for GDPR
          },
          complianceFrameworks: ['GDPR', 'CCPA', 'Privacy_Regulations']
        },

        financial_data: {
          category: 'financial_data',
          description: 'Financial transactions and accounting information',
          sensitivityLevel: 'restricted',
          specialHandling: {
            soxApplicable: true,
            taxRecordRetention: true,
            auditTrailRequired: true,
            encryptionRequired: true,
            retentionPeriod: 2920 // 8 years for tax records
          },
          complianceFrameworks: ['SOX', 'Tax_Regulations', 'Financial_Compliance']
        },

        health_information: {
          category: 'health_information',
          description: 'Protected health information subject to HIPAA',
          sensitivityLevel: 'restricted',
          specialHandling: {
            hipaaApplicable: true,
            encryptionRequired: true,
            accessLoggingRequired: true,
            minimumNecessaryRule: true,
            retentionPeriod: 2190 // 6 years for health records
          },
          complianceFrameworks: ['HIPAA', 'Health_Privacy']
        },

        business_records: {
          category: 'business_records',
          description: 'General business operational data',
          sensitivityLevel: 'internal',
          specialHandling: {
            businessRecordRetention: true,
            auditSupport: true,
            retentionPeriod: 1825 // 5 years
          },
          complianceFrameworks: ['Business_Records']
        }
      },

      // Automated classification rules
      classificationRules: {
        piiDetection: {
          enabled: true,
          patterns: [
            { field: 'email', pattern: /^[^\s@]+@[^\s@]+\.[^\s@]+$/, classification: 'personal_data' },
            { field: 'phone', pattern: /^\+?[\d\s\-\(\)]{10,}$/, classification: 'personal_data' },
            { field: 'ssn', pattern: /^\d{3}-?\d{2}-?\d{4}$/, classification: 'personal_data' },
            { field: 'credit_card', pattern: /^\d{4}[\s\-]?\d{4}[\s\-]?\d{4}[\s\-]?\d{4}$/, classification: 'financial_data' }
          ]
        },

        financialDataDetection: {
          enabled: true,
          indicators: [
            { fieldNames: ['amount', 'price', 'total', 'payment'], classification: 'financial_data' },
            { fieldNames: ['account_number', 'routing_number'], classification: 'financial_data' },
            { collectionNames: ['payments', 'transactions', 'invoices'], classification: 'financial_data' }
          ]
        },

        healthDataDetection: {
          enabled: true,
          indicators: [
            { fieldNames: ['medical_record', 'diagnosis', 'treatment'], classification: 'health_information' },
            { fieldNames: ['patient_id', 'medical_history'], classification: 'health_information' }
          ]
        }
      },

      // Governance metadata
      governance: {
        frameworkOwner: 'data_governance_team',
        lastUpdated: new Date(),
        nextReview: new Date(Date.now() + 180 * 24 * 60 * 60 * 1000), // 6 months
        approvalStatus: 'approved',
        version: '2.1'
      }
    };

    await this.collections.dataClassifications.replaceOne(
      { frameworkName: 'enterprise_data_classification' },
      classificationFramework,
      { upsert: true }
    );

    console.log('Data classification framework established');
  }

  async executeAutomatedRetentionPolicy(policyName = null) {
    console.log(`Executing automated retention policies${policyName ? ` for: ${policyName}` : ''}...`);
    const executionStart = new Date();

    try {
      // Get active retention policies
      const policies = policyName ? 
        await this.collections.retentionPolicies.find({ policyName: policyName, 'governance.complianceStatus': 'approved' }).toArray() :
        await this.collections.retentionPolicies.find({ 'governance.complianceStatus': 'approved' }).toArray();

      const executionResults = [];

      for (const policy of policies) {
        console.log(`Processing retention policy: ${policy.policyName}`);

        const policyResult = await this.executeIndividualRetentionPolicy(policy);
        executionResults.push({
          policyName: policy.policyName,
          ...policyResult
        });

        // Log policy execution
        await this.logRetentionPolicyExecution(policy, policyResult);
      }

      // Generate comprehensive execution summary
      const executionSummary = await this.generateRetentionExecutionSummary(executionResults, executionStart);

      return executionSummary;

    } catch (error) {
      console.error('Error executing retention policies:', error);
      await this.logRetentionPolicyError(error, { policyName, executionStart });
      throw error;
    }
  }

  async executeIndividualRetentionPolicy(policy) {
    console.log(`Executing policy: ${policy.policyName}`);
    const policyStart = new Date();

    const results = {
      documentsProcessed: 0,
      documentsArchived: 0,
      documentsDeleted: 0,
      documentsSkipped: 0,
      errors: [],
      legalHoldsRespected: 0,
      complianceActionsPerformed: 0
    };

    try {
      for (const collectionName of policy.targetCollections) {
        const collection = this.db.collection(collectionName);

        // Process each retention criteria
        for (const [classification, criteria] of Object.entries(policy.retentionCriteria)) {
          console.log(`Processing classification: ${classification} for collection: ${collectionName}`);

          const classificationResult = await this.processRetentionCriteria(
            collection, 
            classification, 
            criteria, 
            policy.policyConfig
          );

          // Aggregate results
          results.documentsProcessed += classificationResult.documentsProcessed;
          results.documentsArchived += classificationResult.documentsArchived;
          results.documentsDeleted += classificationResult.documentsDeleted;
          results.documentsSkipped += classificationResult.documentsSkipped;
          results.legalHoldsRespected += classificationResult.legalHoldsRespected;
          results.complianceActionsPerformed += classificationResult.complianceActionsPerformed;

          if (classificationResult.errors.length > 0) {
            results.errors.push(...classificationResult.errors);
          }
        }
      }

      results.processingTime = Date.now() - policyStart.getTime();
      results.success = true;

      return results;

    } catch (error) {
      console.error(`Error executing policy ${policy.policyName}:`, error);
      results.success = false;
      results.error = error.message;
      results.processingTime = Date.now() - policyStart.getTime();
      return results;
    }
  }

  async processRetentionCriteria(collection, classification, criteria, policyConfig) {
    console.log(`Processing retention criteria for classification: ${classification}`);

    const results = {
      documentsProcessed: 0,
      documentsArchived: 0,
      documentsDeleted: 0,
      documentsSkipped: 0,
      legalHoldsRespected: 0,
      complianceActionsPerformed: 0,
      errors: []
    };

    try {
      // Calculate retention cutoff date
      const retentionCutoffDate = new Date(Date.now() - criteria.retentionPeriod * 24 * 60 * 60 * 1000);

      // Build query for documents eligible for retention processing
      const retentionQuery = {
        'dataGovernance.classification': classification,
        'dataGovernance.createdAt': { $lt: retentionCutoffDate },

        // Exclude documents under legal hold
        ...(policyConfig.enableLegalHoldRespect && {
          'dataGovernance.legalHold.status': { $ne: 'active' }
        }),

        // Include GDPR-specific filtering
        ...(policyConfig.enableGdprCompliance && classification === 'gdpr_subject' && {
          $or: [
            { 'dataGovernance.gdpr.consentStatus': 'withdrawn' },
            { 'dataGovernance.gdpr.retentionExpiry': { $lt: new Date() } }
          ]
        })
      };

      // Process documents in batches
      const batchSize = policyConfig.batchProcessingSize || 1000;
      let batchOffset = 0;
      let hasMoreDocuments = true;

      while (hasMoreDocuments) {
        const documentsToProcess = await collection.find(retentionQuery)
          .skip(batchOffset)
          .limit(batchSize)
          .toArray();

        if (documentsToProcess.length === 0) {
          hasMoreDocuments = false;
          break;
        }

        // Process each document
        for (const document of documentsToProcess) {
          try {
            const processingResult = await this.processDocumentRetention(
              collection, 
              document, 
              classification, 
              criteria, 
              policyConfig
            );

            // Update results based on processing outcome
            results.documentsProcessed++;

            switch (processingResult.action) {
              case 'archived':
                results.documentsArchived++;
                break;
              case 'deleted':
                results.documentsDeleted++;
                break;
              case 'skipped':
                results.documentsSkipped++;
                break;
              case 'legal_hold_respected':
                results.legalHoldsRespected++;
                results.documentsSkipped++;
                break;
            }

            if (processingResult.complianceAction) {
              results.complianceActionsPerformed++;
            }

          } catch (error) {
            console.error(`Error processing document ${document._id}:`, error);
            results.errors.push({
              documentId: document._id,
              error: error.message,
              classification: classification
            });
          }
        }

        batchOffset += batchSize;

        // Add processing delay to avoid overwhelming the database
        await new Promise(resolve => setTimeout(resolve, 100));
      }

      return results;

    } catch (error) {
      console.error(`Error processing retention criteria for ${classification}:`, error);
      results.errors.push({
        classification: classification,
        error: error.message
      });
      return results;
    }
  }

  async processDocumentRetention(collection, document, classification, criteria, policyConfig) {
    console.log(`Processing document retention for ${document._id}`);

    try {
      // Check for legal holds
      if (policyConfig.enableLegalHoldRespect && document.dataGovernance?.legalHold?.status === 'active') {
        await this.logGovernanceEvent({
          documentId: document._id,
          collection: collection.collectionName,
          action: 'retention_blocked_legal_hold',
          classification: classification,
          legalHoldId: document.dataGovernance.legalHold.holdId,
          timestamp: new Date()
        });

        return { action: 'legal_hold_respected', complianceAction: true };
      }

      // Check GDPR right to erasure
      if (policyConfig.enableGdprCompliance && 
          document.dataGovernance?.gdpr?.rightToErasureRequested) {

        await this.executeGdprErasure(collection, document);

        await this.logGovernanceEvent({
          documentId: document._id,
          collection: collection.collectionName,
          action: 'gdpr_right_to_erasure',
          classification: classification,
          timestamp: new Date()
        });

        return { action: 'deleted', complianceAction: true };
      }

      // Determine appropriate retention action
      if (criteria.secureDelete || policyConfig.requireManualApproval) {
        // Archive first, then schedule for deletion
        await this.archiveDocument(collection, document, criteria);

        return { action: 'archived', complianceAction: false };
      } else {
        // Direct deletion for non-sensitive data
        await this.deleteDocumentWithAuditTrail(collection, document, criteria);

        return { action: 'deleted', complianceAction: false };
      }

    } catch (error) {
      console.error(`Error processing document retention for ${document._id}:`, error);
      throw error;
    }
  }

  async archiveDocument(collection, document, criteria) {
    console.log(`Archiving document ${document._id} to cold storage...`);

    try {
      // Prepare archived document with governance metadata
      const archivedDocument = {
        ...document,
        archivedMetadata: {
          originalCollection: collection.collectionName,
          archiveDate: new Date(),
          archiveReason: 'automated_retention_policy',
          retentionCriteria: criteria,
          archiveId: new ObjectId()
        },
        dataGovernance: {
          ...document.dataGovernance,
          lifecycleStage: 'archived',
          archiveTimestamp: new Date(),
          scheduledDeletion: criteria.secureDelete ? 
            new Date(Date.now() + 30 * 24 * 60 * 60 * 1000) : null // 30 day grace period
        }
      };

      // Insert into archive collection
      const archiveCollectionName = `archived_${collection.collectionName}`;
      await this.db.collection(archiveCollectionName).insertOne(archivedDocument);

      // Remove from active collection
      await collection.deleteOne({ _id: document._id });

      // Log archival event
      await this.logGovernanceEvent({
        documentId: document._id,
        collection: collection.collectionName,
        action: 'document_archived',
        archiveCollection: archiveCollectionName,
        archiveId: archivedDocument.archivedMetadata.archiveId,
        retentionCriteria: criteria,
        timestamp: new Date()
      });

      console.log(`Document ${document._id} archived successfully`);

    } catch (error) {
      console.error(`Error archiving document ${document._id}:`, error);
      throw error;
    }
  }

  async executeGdprErasure(collection, document) {
    console.log(`Executing GDPR right to erasure for document ${document._id}...`);

    try {
      // Log GDPR erasure before deletion (compliance requirement)
      await this.logGovernanceEvent({
        documentId: document._id,
        collection: collection.collectionName,
        action: 'gdpr_right_to_erasure_executed',
        gdprRequestId: document.dataGovernance?.gdpr?.erasureRequestId,
        dataSubject: document.dataGovernance?.gdpr?.dataSubject,
        timestamp: new Date(),
        legalBasis: 'GDPR Article 17 - Right to Erasure'
      });

      // Perform secure deletion
      await this.secureDeleteDocument(collection, document);

      // Update GDPR compliance tracking
      await this.updateGdprComplianceStatus(
        document.dataGovernance?.gdpr?.erasureRequestId, 
        'completed'
      );

      console.log(`GDPR erasure completed for document ${document._id}`);

    } catch (error) {
      console.error(`Error executing GDPR erasure for document ${document._id}:`, error);
      throw error;
    }
  }

  async secureDeleteDocument(collection, document) {
    console.log(`Performing secure deletion for document ${document._id}...`);

    try {
      // Create deletion audit record
      const deletionAudit = {
        _id: new ObjectId(),
        originalDocumentId: document._id,
        originalCollection: collection.collectionName,
        deletionTimestamp: new Date(),
        deletionMethod: 'secure_deletion',
        deletionReason: 'automated_retention_policy',
        documentHash: this.generateDocumentHash(document),
        complianceFrameworks: document.dataGovernance?.complianceFrameworks || [],
        auditRetentionPeriod: new Date(Date.now() + 10 * 365 * 24 * 60 * 60 * 1000) // 10 years
      };

      // Store deletion audit record
      await this.collections.complianceAuditLog.insertOne(deletionAudit);

      // Delete the actual document
      await collection.deleteOne({ _id: document._id });

      console.log(`Secure deletion completed for document ${document._id}`);

    } catch (error) {
      console.error(`Error performing secure deletion for document ${document._id}:`, error);
      throw error;
    }
  }

  async setupIntelligentArchiving() {
    console.log('Setting up intelligent archiving with automated tiering...');

    try {
      // Create TTL indexes for different tiers
      const archivingIndexes = [
        {
          collection: 'customer_interactions',
          index: { "dataGovernance.warmToColumnTierDate": 1 },
          options: { 
            expireAfterSeconds: 0,
            background: true,
            name: "warm_to_column_tiering"
          }
        },
        {
          collection: 'customer_interactions',
          index: { "dataGovernance.coldToFrozenTierDate": 1 },
          options: { 
            expireAfterSeconds: 0,
            background: true,
            name: "cold_to_frozen_tiering"
          }
        },
        {
          collection: 'archived_customer_interactions',
          index: { "archivedMetadata.scheduledDeletion": 1 },
          options: { 
            expireAfterSeconds: 0,
            background: true,
            name: "archived_data_deletion"
          }
        }
      ];

      for (const indexConfig of archivingIndexes) {
        await this.db.collection(indexConfig.collection).createIndex(
          indexConfig.index,
          indexConfig.options
        );
      }

      console.log('Intelligent archiving indexes created successfully');

    } catch (error) {
      console.error('Error setting up intelligent archiving:', error);
      throw error;
    }
  }

  async generateComplianceReport(reportType = 'comprehensive', dateRange = null) {
    console.log(`Generating ${reportType} compliance report...`);

    try {
      const reportStart = dateRange?.start || new Date(Date.now() - 30 * 24 * 60 * 60 * 1000); // 30 days ago
      const reportEnd = dateRange?.end || new Date();

      const complianceReport = {
        reportId: new ObjectId(),
        reportType: reportType,
        generatedAt: new Date(),
        reportPeriod: { start: reportStart, end: reportEnd },
        complianceFrameworks: []
      };

      // Data governance metrics
      complianceReport.dataGovernanceMetrics = await this.generateDataGovernanceMetrics(reportStart, reportEnd);

      // Retention policy compliance
      complianceReport.retentionCompliance = await this.generateRetentionComplianceMetrics(reportStart, reportEnd);

      // GDPR compliance metrics
      if (this.governanceConfig.gdprCompliance) {
        complianceReport.gdprCompliance = await this.generateGdprComplianceMetrics(reportStart, reportEnd);
        complianceReport.complianceFrameworks.push('GDPR');
      }

      // SOX compliance metrics
      if (this.governanceConfig.soxCompliance) {
        complianceReport.soxCompliance = await this.generateSoxComplianceMetrics(reportStart, reportEnd);
        complianceReport.complianceFrameworks.push('SOX');
      }

      // Data lifecycle metrics
      complianceReport.lifecycleMetrics = await this.generateLifecycleMetrics(reportStart, reportEnd);

      // Risk and audit metrics
      complianceReport.riskMetrics = await this.generateRiskMetrics(reportStart, reportEnd);

      // Store compliance report
      await this.collections.governanceMetrics.insertOne(complianceReport);

      return complianceReport;

    } catch (error) {
      console.error('Error generating compliance report:', error);
      throw error;
    }
  }

  async generateDataGovernanceMetrics(startDate, endDate) {
    console.log('Generating data governance metrics...');

    const metrics = await this.collections.lifecycleEvents.aggregate([
      {
        $match: {
          timestamp: { $gte: startDate, $lte: endDate }
        }
      },
      {
        $group: {
          _id: '$action',
          count: { $sum: 1 },
          collections: { $addToSet: '$collection' },
          complianceFrameworks: { $addToSet: '$retentionCriteria.complianceFrameworks' },
          avgProcessingTime: { $avg: '$processingTime' }
        }
      },
      {
        $project: {
          action: '$_id',
          count: 1,
          collectionsCount: { $size: '$collections' },
          complianceFrameworksCount: { $size: '$complianceFrameworks' },
          avgProcessingTimeMs: { $round: ['$avgProcessingTime', 2] }
        }
      }
    ]).toArray();

    return {
      totalGovernanceEvents: metrics.reduce((sum, m) => sum + m.count, 0),
      actionBreakdown: metrics,
      period: { start: startDate, end: endDate }
    };
  }

  // Utility methods for governance operations

  generateDocumentHash(document) {
    const crypto = require('crypto');
    const documentString = JSON.stringify(document, Object.keys(document).sort());
    return crypto.createHash('sha256').update(documentString).digest('hex');
  }

  async logGovernanceEvent(eventData) {
    try {
      const event = {
        _id: new ObjectId(),
        ...eventData,
        timestamp: eventData.timestamp || new Date()
      };

      await this.collections.lifecycleEvents.insertOne(event);

    } catch (error) {
      console.error('Error logging governance event:', error);
      // Don't throw - logging shouldn't break governance operations
    }
  }

  async logRetentionPolicyExecution(policy, results) {
    try {
      const executionLog = {
        _id: new ObjectId(),
        policyName: policy.policyName,
        executionTimestamp: new Date(),
        results: results,
        policyConfiguration: policy.policyConfig,
        governance: {
          executedBy: 'automated_system',
          complianceStatus: results.success ? 'successful' : 'failed',
          auditTrail: true
        }
      };

      await this.collections.complianceAuditLog.insertOne(executionLog);

    } catch (error) {
      console.error('Error logging retention policy execution:', error);
    }
  }
}

// Enterprise-ready data lifecycle automation
class EnterpriseDataLifecycleAutomation extends AdvancedDataLifecycleManager {
  constructor(db, enterpriseConfig) {
    super(db, enterpriseConfig);

    this.enterpriseConfig = {
      ...enterpriseConfig,
      enableCloudStorageIntegration: true,
      enableCostOptimization: true,
      enableComplianceOrchestration: true,
      enableExecutiveDashboards: true,
      enableAutomatedReporting: true
    };

    this.setupEnterpriseAutomation();
  }

  async setupEnterpriseAutomation() {
    console.log('Setting up enterprise data lifecycle automation...');

    // Setup automated scheduling
    await this.setupAutomatedScheduling();

    // Setup cost optimization
    await this.setupCostOptimization();

    // Setup compliance orchestration
    await this.setupComplianceOrchestration();

    console.log('Enterprise automation configured successfully');
  }

  async setupAutomatedScheduling() {
    console.log('Setting up automated retention scheduling...');

    // Implementation would include:
    // - Cron-like scheduling system
    // - Load balancing across retention operations
    // - Maintenance window awareness
    // - Performance impact monitoring

    const schedulingConfig = {
      retentionSchedule: {
        daily: { time: '02:00', timezone: 'UTC', enabled: true },
        weekly: { day: 'Sunday', time: '01:00', timezone: 'UTC', enabled: true },
        monthly: { day: 1, time: '00:00', timezone: 'UTC', enabled: true }
      },

      maintenanceWindows: [
        { start: '01:00', end: '05:00', timezone: 'UTC', priority: 'high' },
        { start: '13:00', end: '14:00', timezone: 'UTC', priority: 'medium' }
      ],

      performanceThresholds: {
        maxConcurrentOperations: 3,
        maxDocumentsPerMinute: 10000,
        maxMemoryUsage: '2GB',
        cpuThrottling: 80
      }
    };

    // Store scheduling configuration
    await this.collections.governanceMetrics.replaceOne(
      { configType: 'scheduling' },
      { configType: 'scheduling', ...schedulingConfig, lastUpdated: new Date() },
      { upsert: true }
    );
  }

  async setupCostOptimization() {
    console.log('Setting up automated cost optimization...');

    const costOptimizationConfig = {
      storageTiering: {
        hotStorage: { maxAge: 30, costPerGB: 0.023 }, // 30 days
        warmStorage: { maxAge: 90, costPerGB: 0.012 }, // 90 days
        coldStorage: { maxAge: 365, costPerGB: 0.004 }, // 1 year
        frozenStorage: { maxAge: 2555, costPerGB: 0.001 } // 7 years
      },

      optimizationRules: {
        enableAutomatedTiering: true,
        enableCostAlerts: true,
        enableUsageAnalytics: true,
        optimizationSchedule: 'weekly'
      }
    };

    await this.collections.governanceMetrics.replaceOne(
      { configType: 'cost_optimization' },
      { configType: 'cost_optimization', ...costOptimizationConfig, lastUpdated: new Date() },
      { upsert: true }
    );
  }
}

// Benefits of MongoDB Advanced Data Lifecycle Management:
// - Automated retention policies with native TTL and governance integration
// - Comprehensive compliance framework support (GDPR, CCPA, SOX, HIPAA)
// - Intelligent data tiering and cost optimization
// - Enterprise-grade audit trails and compliance reporting
// - Automated data classification and sensitivity detection
// - Legal hold management with automated compliance tracking
// - Native integration with MongoDB's storage and archiving capabilities
// - SQL-compatible lifecycle management through QueryLeaf integration
// - Real-time governance monitoring and alerting
// - Scalable automation for enterprise data volumes

module.exports = {
  AdvancedDataLifecycleManager,
  EnterpriseDataLifecycleAutomation
};

Understanding MongoDB Data Archiving Architecture

Advanced Lifecycle Management and Automation Patterns

Implement sophisticated data lifecycle management for enterprise MongoDB deployments:

// Production-ready MongoDB data lifecycle management with comprehensive automation
class ProductionDataLifecycleManager extends EnterpriseDataLifecycleAutomation {
  constructor(db, productionConfig) {
    super(db, productionConfig);

    this.productionConfig = {
      ...productionConfig,
      enableHighAvailability: true,
      enableDisasterRecovery: true,
      enableGeographicCompliance: true,
      enableRealTimeMonitoring: true,
      enablePredictiveAnalytics: true
    };

    this.setupProductionOptimizations();
    this.initializeAdvancedAutomation();
  }

  async implementPredictiveDataLifecycleManagement() {
    console.log('Implementing predictive data lifecycle management...');

    const predictiveStrategy = {
      // Data growth prediction
      dataGrowthPrediction: {
        enableTrendAnalysis: true,
        enableSeasonalAdjustments: true,
        enableCapacityPlanning: true,
        predictionHorizon: 365 // days
      },

      // Access pattern analysis
      accessPatternAnalysis: {
        enableHotDataIdentification: true,
        enableColdDataPrediction: true,
        enableArchivalPrediction: true,
        analysisWindow: 90 // days
      },

      // Cost optimization predictions
      costOptimizationPredictions: {
        enableCostProjections: true,
        enableSavingsAnalysis: true,
        enableROICalculations: true,
        optimizationRecommendations: true
      }
    };

    return await this.deployPredictiveStrategy(predictiveStrategy);
  }

  async setupAdvancedComplianceOrchestration() {
    console.log('Setting up advanced compliance orchestration...');

    const complianceOrchestration = {
      // Multi-jurisdiction compliance
      jurisdictionalCompliance: {
        enableGdprCompliance: true,
        enableCcpaCompliance: true,
        enablePipedaCompliance: true, // Canada
        enableLgpdCompliance: true,  // Brazil
        enableRegionalDataResidency: true
      },

      // Automated compliance workflows
      complianceWorkflows: {
        enableAutomaticDataSubjectRights: true,
        enableAutomaticRetentionEnforcement: true,
        enableAutomaticAuditPreperation: true,
        enableComplianceReporting: true
      },

      // Risk management integration
      riskManagement: {
        enableRiskAssessments: true,
        enableThreatModeling: true,
        enableComplianceGapAnalysis: true,
        enableContinuousMonitoring: true
      }
    };

    return await this.deployComplianceOrchestration(complianceOrchestration);
  }
}

SQL-Style Data Lifecycle Management with QueryLeaf

QueryLeaf provides familiar SQL syntax for MongoDB data archiving and lifecycle management:

-- QueryLeaf advanced data lifecycle management with SQL-familiar syntax

-- Configure automated data lifecycle policies
CREATE DATA_LIFECYCLE_POLICY customer_data_retention AS (
  -- Data classification and retention rules
  RETENTION_RULES = JSON_OBJECT(
    'confidential', JSON_OBJECT(
      'retention_period_days', 2555,  -- 7 years
      'compliance_frameworks', JSON_ARRAY('SOX', 'Financial_Records'),
      'secure_delete', true,
      'encryption_required', true,
      'legal_hold_check', true
    ),
    'personal_data', JSON_OBJECT(
      'retention_period_days', 2190,  -- 6 years  
      'compliance_frameworks', JSON_ARRAY('GDPR', 'CCPA'),
      'right_to_erasure', true,
      'secure_delete', true,
      'data_subject_rights', true
    ),
    'business_records', JSON_OBJECT(
      'retention_period_days', 1825,  -- 5 years
      'compliance_frameworks', JSON_ARRAY('Business_Records'),
      'secure_delete', false,
      'audit_trail', true
    )
  ),

  -- Automated execution configuration
  AUTOMATION_CONFIG = JSON_OBJECT(
    'execution_schedule', 'daily',
    'execution_time', '02:00',
    'batch_size', 1000,
    'enable_notifications', true,
    'enable_audit_logging', true,
    'respect_legal_holds', true,
    'enable_cost_optimization', true
  ),

  -- Compliance and governance settings
  GOVERNANCE_CONFIG = JSON_OBJECT(
    'policy_owner', 'data_governance_team',
    'approval_status', 'approved',
    'last_review_date', CURRENT_DATE,
    'next_review_date', CURRENT_DATE + INTERVAL '1 year',
    'compliance_officer', '[email protected]'
  )
);

-- Advanced data classification with automated detection
WITH automated_data_classification AS (
  SELECT 
    _id,
    customer_id,
    interaction_type,
    interaction_data,
    created_at,

    -- Automated PII detection
    CASE 
      WHEN interaction_data ? 'email' OR 
           interaction_data ? 'phone' OR
           interaction_data ? 'ssn' OR
           interaction_data ? 'address' THEN 'personal_data'
      WHEN interaction_data ? 'payment_info' OR
           interaction_data ? 'credit_card' OR
           interaction_data ? 'bank_account' THEN 'confidential'
      WHEN interaction_type IN ('support', 'complaint', 'service_inquiry') THEN 'business_records'
      ELSE 'internal'
    END as auto_classification,

    -- GDPR applicability detection
    CASE 
      WHEN interaction_data->>'customer_region' IN ('EU', 'EEA') OR
           interaction_data ? 'gdpr_consent' THEN true
      ELSE false
    END as gdpr_applicable,

    -- Financial data detection
    CASE 
      WHEN interaction_type IN ('payment', 'billing', 'refund') OR
           interaction_data ? 'transaction_id' OR
           interaction_data ? 'invoice_number' THEN true
      ELSE false
    END as financial_data,

    -- Health data detection (if applicable)
    CASE 
      WHEN interaction_data ? 'medical_info' OR
           interaction_data ? 'health_record' OR
           interaction_type = 'health_inquiry' THEN true
      ELSE false
    END as health_data,

    -- Calculate data sensitivity score
    (
      CASE WHEN interaction_data ? 'email' THEN 1 ELSE 0 END +
      CASE WHEN interaction_data ? 'phone' THEN 1 ELSE 0 END +
      CASE WHEN interaction_data ? 'address' THEN 1 ELSE 0 END +
      CASE WHEN interaction_data ? 'payment_info' THEN 2 ELSE 0 END +
      CASE WHEN interaction_data ? 'ssn' THEN 3 ELSE 0 END +
      CASE WHEN interaction_data ? 'health_record' THEN 2 ELSE 0 END
    ) as sensitivity_score

  FROM customer_interactions
  WHERE data_governance.classification IS NULL  -- Unclassified data
),

enhanced_classification AS (
  SELECT 
    adc.*,

    -- Final classification determination
    CASE 
      WHEN health_data THEN 'restricted'
      WHEN financial_data AND sensitivity_score >= 3 THEN 'restricted'
      WHEN financial_data THEN 'confidential'
      WHEN gdpr_applicable AND sensitivity_score >= 2 THEN 'personal_data'
      WHEN sensitivity_score >= 3 THEN 'confidential'
      WHEN sensitivity_score >= 1 THEN 'personal_data'
      ELSE auto_classification
    END as final_classification,

    -- Compliance framework assignment
    ARRAY(
      SELECT framework FROM (
        SELECT 'GDPR' as framework WHERE gdpr_applicable
        UNION ALL
        SELECT 'SOX' as framework WHERE financial_data
        UNION ALL
        SELECT 'HIPAA' as framework WHERE health_data
        UNION ALL
        SELECT 'CCPA' as framework WHERE auto_classification = 'personal_data'
        UNION ALL
        SELECT 'Business_Records' as framework WHERE auto_classification = 'business_records'
      ) frameworks
    ) as compliance_frameworks,

    -- Retention period calculation
    CASE 
      WHEN health_data THEN 2190  -- 6 years for health data
      WHEN financial_data THEN 2555  -- 7 years for financial data
      WHEN gdpr_applicable THEN 2190  -- 6 years for GDPR data
      WHEN auto_classification = 'confidential' THEN 2555  -- 7 years
      WHEN auto_classification = 'business_records' THEN 1825  -- 5 years
      ELSE 1095  -- 3 years default
    END as retention_period_days,

    -- Special handling flags
    JSON_BUILD_OBJECT(
      'gdpr_applicable', gdpr_applicable,
      'right_to_erasure', gdpr_applicable,
      'financial_audit_support', financial_data,
      'health_privacy_protected', health_data,
      'secure_delete_required', sensitivity_score >= 2,
      'encryption_required', sensitivity_score >= 2 OR financial_data OR health_data
    ) as special_handling

  FROM automated_data_classification adc
)

-- Update documents with automated classification
UPDATE customer_interactions 
SET 
  data_governance = JSON_SET(
    COALESCE(data_governance, '{}'),
    '$.classification', ec.final_classification,
    '$.compliance_frameworks', ec.compliance_frameworks,
    '$.retention_period_days', ec.retention_period_days,
    '$.special_handling', ec.special_handling,
    '$.classification_timestamp', CURRENT_TIMESTAMP,
    '$.classification_method', 'automated',
    '$.sensitivity_score', ec.sensitivity_score,

    -- Calculate retention expiry
    '$.retention_expiry', CURRENT_TIMESTAMP + MAKE_INTERVAL(days => ec.retention_period_days),

    -- Set lifecycle stage
    '$.lifecycle_stage', 'active',
    '$.last_classification_update', CURRENT_TIMESTAMP
  )
FROM enhanced_classification ec
WHERE customer_interactions._id = ec._id;

-- Advanced retention policy execution with comprehensive compliance checks
WITH retention_candidates AS (
  SELECT 
    _id,
    customer_id,
    interaction_type,
    data_governance,
    created_at,

    -- Calculate days since creation
    EXTRACT(DAYS FROM CURRENT_TIMESTAMP - created_at) as age_in_days,

    -- Check retention eligibility
    CASE 
      WHEN data_governance->>'retention_expiry' IS NOT NULL AND
           data_governance->>'retention_expiry' < CURRENT_TIMESTAMP THEN 'expired'
      WHEN EXTRACT(DAYS FROM CURRENT_TIMESTAMP - created_at) >= 
           CAST(data_governance->>'retention_period_days' AS INTEGER) THEN 'expired'
      WHEN EXTRACT(DAYS FROM CURRENT_TIMESTAMP - created_at) >= 
           (CAST(data_governance->>'retention_period_days' AS INTEGER) - 30) THEN 'expiring_soon'
      ELSE 'active'
    END as retention_status,

    -- Check for legal holds
    CASE 
      WHEN EXISTS (
        SELECT 1 FROM legal_holds lh 
        WHERE lh.customer_id = ci.customer_id 
        AND lh.status = 'active'
        AND lh.data_types && (data_governance->>'compliance_frameworks')::jsonb
      ) THEN 'legal_hold_active'
      ELSE 'no_legal_hold'
    END as legal_hold_status,

    -- Check GDPR right to erasure requests
    CASE 
      WHEN data_governance->>'gdpr_applicable' = 'true' AND
           EXISTS (
             SELECT 1 FROM gdpr_requests gr 
             WHERE gr.customer_id = ci.customer_id 
             AND gr.request_type = 'erasure'
             AND gr.status = 'approved'
           ) THEN 'gdpr_erasure_required'
      ELSE 'no_gdpr_action_required'
    END as gdpr_status,

    -- Calculate processing priority
    CASE 
      WHEN data_governance->>'gdpr_applicable' = 'true' AND
           EXISTS (
             SELECT 1 FROM gdpr_requests gr 
             WHERE gr.customer_id = ci.customer_id 
             AND gr.request_type = 'erasure'
             AND gr.status = 'approved'
           ) THEN 1  -- Highest priority for GDPR erasure
      WHEN EXTRACT(DAYS FROM CURRENT_TIMESTAMP - created_at) >= 
           CAST(data_governance->>'retention_period_days' AS INTEGER) + 90 THEN 2  -- Overdue retention
      WHEN data_governance->>'special_handling'->>'secure_delete_required' = 'true' AND
           EXTRACT(DAYS FROM CURRENT_TIMESTAMP - created_at) >= 
           CAST(data_governance->>'retention_period_days' AS INTEGER) THEN 3  -- Secure delete required
      WHEN EXTRACT(DAYS FROM CURRENT_TIMESTAMP - created_at) >= 
           CAST(data_governance->>'retention_period_days' AS INTEGER) THEN 4  -- Standard retention
      ELSE 5  -- No action required
    END as processing_priority

  FROM customer_interactions ci
  WHERE data_governance IS NOT NULL
    AND data_governance->>'classification' IS NOT NULL
),

legal_hold_validation AS (
  SELECT 
    rc.*,

    -- Detailed legal hold information
    COALESCE(
      (
        SELECT JSON_AGG(
          JSON_BUILD_OBJECT(
            'hold_id', lh.hold_id,
            'hold_type', lh.hold_type,
            'initiated_by', lh.initiated_by,
            'reason', lh.reason,
            'expected_duration', lh.expected_duration
          )
        )
        FROM legal_holds lh 
        WHERE lh.customer_id = rc.customer_id 
        AND lh.status = 'active'
        AND lh.data_types && (rc.data_governance->>'compliance_frameworks')::jsonb
      ),
      '[]'::json
    ) as active_legal_holds,

    -- Compliance validation
    CASE 
      WHEN rc.legal_hold_status = 'legal_hold_active' THEN 'blocked_legal_hold'
      WHEN rc.gdpr_status = 'gdpr_erasure_required' THEN 'gdpr_immediate_action'
      WHEN rc.retention_status = 'expired' THEN 'retention_action_required'
      WHEN rc.retention_status = 'expiring_soon' THEN 'prepare_for_retention'
      ELSE 'no_action_required'
    END as required_action,

    -- Audit and compliance tracking
    JSON_BUILD_OBJECT(
      'compliance_check_timestamp', CURRENT_TIMESTAMP,
      'retention_policy_applied', 'customer_data_retention',
      'legal_review_required', rc.legal_hold_status = 'legal_hold_active',
      'gdpr_compliance_check', rc.data_governance->>'gdpr_applicable' = 'true',
      'financial_audit_support', rc.data_governance->>'special_handling'->>'financial_audit_support' = 'true'
    ) as compliance_audit_trail

  FROM retention_candidates rc
  WHERE rc.processing_priority <= 4  -- Only process items requiring action
),

archival_preparation AS (
  SELECT 
    lhv.*,

    -- Determine archival strategy
    CASE 
      WHEN required_action = 'gdpr_immediate_action' THEN 'immediate_secure_deletion'
      WHEN required_action = 'retention_action_required' AND 
           data_governance->>'special_handling'->>'secure_delete_required' = 'true' THEN 'archive_then_secure_delete'
      WHEN required_action = 'retention_action_required' THEN 'archive_standard'
      WHEN required_action = 'prepare_for_retention' THEN 'prepare_archival'
      ELSE 'no_archival_action'
    END as archival_strategy,

    -- Calculate archival timeline
    CASE 
      WHEN required_action = 'gdpr_immediate_action' THEN CURRENT_TIMESTAMP + INTERVAL '3 days'  -- GDPR 72-hour requirement
      WHEN required_action = 'retention_action_required' THEN CURRENT_TIMESTAMP + INTERVAL '30 days'
      WHEN required_action = 'prepare_for_retention' THEN 
        data_governance->>'retention_expiry'::timestamp + INTERVAL '7 days'
      ELSE NULL
    END as scheduled_archival_date,

    -- Compliance requirements for archival
    JSON_BUILD_OBJECT(
      'audit_trail_required', data_governance->>'special_handling'->>'financial_audit_support' = 'true',
      'encryption_required', data_governance->>'special_handling'->>'encryption_required' = 'true',
      'secure_deletion_required', data_governance->>'special_handling'->>'secure_delete_required' = 'true',
      'gdpr_compliance_required', data_governance->>'gdpr_applicable' = 'true',
      'legal_hold_override_blocked', legal_hold_status = 'legal_hold_active',
      'compliance_frameworks_affected', data_governance->>'compliance_frameworks'
    ) as archival_compliance_requirements

  FROM legal_hold_validation lhv
  WHERE required_action != 'no_action_required'
    AND required_action != 'blocked_legal_hold'
)

-- Create archival execution plan
INSERT INTO data_archival_queue (
  document_id,
  customer_id,
  collection_name,
  archival_strategy,
  scheduled_execution_date,
  processing_priority,
  compliance_requirements,
  legal_holds,
  audit_trail,
  created_at
)
SELECT 
  ap._id,
  ap.customer_id,
  'customer_interactions',
  ap.archival_strategy,
  ap.scheduled_archival_date,
  ap.processing_priority,
  ap.archival_compliance_requirements,
  ap.active_legal_holds,
  ap.compliance_audit_trail,
  CURRENT_TIMESTAMP
FROM archival_preparation ap
WHERE ap.archival_strategy != 'no_archival_action'
ORDER BY ap.processing_priority, ap.scheduled_archival_date;

-- Execute automated archival based on queue
WITH archival_execution_batch AS (
  SELECT 
    daq.*,
    ci.interaction_type,
    ci.interaction_data,
    ci.data_governance,

    -- Generate archival metadata
    JSON_BUILD_OBJECT(
      'archival_id', GENERATE_UUID(),
      'original_collection', 'customer_interactions',
      'archival_timestamp', CURRENT_TIMESTAMP,
      'archival_method', 'automated_retention_policy',
      'archival_strategy', daq.archival_strategy,
      'compliance_frameworks', daq.compliance_requirements->>'compliance_frameworks_affected',
      'retention_policy_applied', 'customer_data_retention',
      'archival_batch_id', GENERATE_UUID()
    ) as archival_metadata

  FROM data_archival_queue daq
  JOIN customer_interactions ci ON daq.document_id = ci._id
  WHERE daq.scheduled_execution_date <= CURRENT_TIMESTAMP
    AND daq.processing_status = 'pending'
    AND daq.archival_strategy IN ('archive_standard', 'archive_then_secure_delete')
  ORDER BY daq.processing_priority, daq.scheduled_execution_date
  LIMIT 1000  -- Process in batches
),

archival_insertions AS (
  -- Insert into archive collection
  INSERT INTO archived_customer_interactions (
    original_id,
    customer_id,
    interaction_type,
    interaction_data,
    original_created_at,
    archival_metadata,
    data_governance,
    compliance_audit_trail,
    scheduled_deletion
  )
  SELECT 
    aeb.document_id,
    aeb.customer_id,
    aeb.interaction_type,
    aeb.interaction_data,
    aeb.created_at,
    aeb.archival_metadata,
    aeb.data_governance,
    aeb.audit_trail,

    -- Calculate deletion date for secure delete items
    CASE 
      WHEN aeb.archival_strategy = 'archive_then_secure_delete' THEN
        CURRENT_TIMESTAMP + INTERVAL '30 days'  -- 30-day grace period
      ELSE NULL
    END
  FROM archival_execution_batch aeb
  RETURNING original_id, archival_metadata->>'archival_id' as archival_id
),

source_deletions AS (
  -- Remove from original collection after successful archival
  DELETE FROM customer_interactions 
  WHERE _id IN (
    SELECT aeb.document_id 
    FROM archival_execution_batch aeb
  )
  RETURNING _id, customer_id
),

queue_updates AS (
  -- Update archival queue status
  UPDATE data_archival_queue 
  SET 
    processing_status = 'completed',
    executed_at = CURRENT_TIMESTAMP,
    execution_method = 'automated_batch',
    archival_confirmation = true
  WHERE document_id IN (
    SELECT aeb.document_id 
    FROM archival_execution_batch aeb
  )
  RETURNING document_id, processing_priority
)

-- Generate archival execution summary
SELECT 
  COUNT(*) as documents_archived,
  COUNT(DISTINCT aeb.customer_id) as customers_affected,

  -- Archival strategy breakdown
  COUNT(*) FILTER (WHERE aeb.archival_strategy = 'archive_standard') as standard_archival_count,
  COUNT(*) FILTER (WHERE aeb.archival_strategy = 'archive_then_secure_delete') as secure_archival_count,

  -- Compliance framework impact
  JSON_AGG(DISTINCT aeb.compliance_requirements->>'compliance_frameworks_affected') as frameworks_affected,

  -- Processing metrics
  AVG(aeb.processing_priority) as avg_processing_priority,
  MIN(aeb.scheduled_execution_date) as earliest_scheduled_date,
  MAX(aeb.scheduled_execution_date) as latest_scheduled_date,

  -- Audit and governance summary
  JSON_BUILD_OBJECT(
    'execution_timestamp', CURRENT_TIMESTAMP,
    'execution_method', 'automated_sql_batch',
    'retention_policy_applied', 'customer_data_retention',
    'compliance_verified', true,
    'legal_holds_respected', true,
    'audit_trail_complete', true
  ) as execution_summary

FROM archival_execution_batch aeb;

-- Real-time governance monitoring and compliance dashboard
WITH governance_metrics AS (
  SELECT 
    -- Data classification status
    COUNT(*) as total_documents,
    COUNT(*) FILTER (WHERE data_governance->>'classification' IS NOT NULL) as classified_documents,
    ROUND(
      (COUNT(*) FILTER (WHERE data_governance->>'classification' IS NOT NULL) * 100.0 / NULLIF(COUNT(*), 0)),
      2
    ) as classification_percentage,

    -- Classification breakdown
    COUNT(*) FILTER (WHERE data_governance->>'classification' = 'public') as public_documents,
    COUNT(*) FILTER (WHERE data_governance->>'classification' = 'internal') as internal_documents,
    COUNT(*) FILTER (WHERE data_governance->>'classification' = 'confidential') as confidential_documents,
    COUNT(*) FILTER (WHERE data_governance->>'classification' = 'restricted') as restricted_documents,
    COUNT(*) FILTER (WHERE data_governance->>'classification' = 'personal_data') as personal_data_documents,

    -- Retention status
    COUNT(*) FILTER (
      WHERE data_governance->>'retention_expiry' < CURRENT_TIMESTAMP::text
    ) as expired_retention_count,
    COUNT(*) FILTER (
      WHERE data_governance->>'retention_expiry' < (CURRENT_TIMESTAMP + INTERVAL '30 days')::text
      AND data_governance->>'retention_expiry' > CURRENT_TIMESTAMP::text
    ) as expiring_soon_count,

    -- Compliance framework coverage
    COUNT(DISTINCT customer_id) FILTER (
      WHERE data_governance->>'gdpr_applicable' = 'true'
    ) as gdpr_subject_customers,
    COUNT(*) FILTER (
      WHERE data_governance->>'compliance_frameworks' ? 'SOX'
    ) as sox_covered_documents,
    COUNT(*) FILTER (
      WHERE data_governance->>'compliance_frameworks' ? 'HIPAA'
    ) as hipaa_covered_documents

  FROM customer_interactions
),

legal_hold_metrics AS (
  SELECT 
    COUNT(DISTINCT customer_id) as customers_under_legal_hold,
    COUNT(*) as active_legal_holds,
    JSON_AGG(DISTINCT hold_type) as hold_types,
    AVG(EXTRACT(DAYS FROM CURRENT_TIMESTAMP - created_date)) as avg_hold_duration_days,
    COUNT(*) FILTER (WHERE status = 'pending_review') as holds_pending_review

  FROM legal_holds
  WHERE status = 'active'
),

archival_metrics AS (
  SELECT 
    COUNT(*) as total_archived_documents,
    COUNT(DISTINCT customer_id) as customers_with_archived_data,
    SUM(
      CASE WHEN scheduled_deletion IS NOT NULL THEN 1 ELSE 0 END
    ) as documents_scheduled_for_deletion,

    -- Archival age analysis
    AVG(EXTRACT(DAYS FROM CURRENT_TIMESTAMP - archival_metadata->>'archival_timestamp'::timestamp)) as avg_archival_age_days,
    COUNT(*) FILTER (
      WHERE archival_metadata->>'archival_timestamp'::timestamp > CURRENT_TIMESTAMP - INTERVAL '30 days'
    ) as recently_archived_count,

    -- Storage optimization metrics
    SUM(LENGTH(interaction_data::text)) / (1024 * 1024) as archived_data_size_mb,
    COUNT(*) FILTER (
      WHERE data_governance->>'special_handling'->>'encryption_required' = 'true'
    ) as encrypted_archived_documents

  FROM archived_customer_interactions
),

compliance_alerts AS (
  SELECT 
    COUNT(*) FILTER (
      WHERE data_governance->>'retention_expiry' < CURRENT_TIMESTAMP::text
      AND NOT EXISTS (
        SELECT 1 FROM legal_holds lh 
        WHERE lh.customer_id = ci.customer_id 
        AND lh.status = 'active'
      )
    ) as overdue_retention_alerts,

    COUNT(*) FILTER (
      WHERE data_governance->>'gdpr_applicable' = 'true'
      AND EXISTS (
        SELECT 1 FROM gdpr_requests gr 
        WHERE gr.customer_id = ci.customer_id 
        AND gr.request_type = 'erasure'
        AND gr.status = 'approved'
        AND gr.created_date < CURRENT_TIMESTAMP - INTERVAL '72 hours'
      )
    ) as overdue_gdpr_erasure_alerts,

    COUNT(*) FILTER (
      WHERE data_governance->>'classification' IS NULL
      AND created_at < CURRENT_TIMESTAMP - INTERVAL '7 days'
    ) as unclassified_data_alerts

  FROM customer_interactions ci
),

cost_optimization_metrics AS (
  SELECT 
    -- Storage tier analysis
    COUNT(*) FILTER (
      WHERE EXTRACT(DAYS FROM CURRENT_TIMESTAMP - created_at) <= 30
    ) as hot_storage_documents,
    COUNT(*) FILTER (
      WHERE EXTRACT(DAYS FROM CURRENT_TIMESTAMP - created_at) BETWEEN 31 AND 90
    ) as warm_storage_documents,
    COUNT(*) FILTER (
      WHERE EXTRACT(DAYS FROM CURRENT_TIMESTAMP - created_at) BETWEEN 91 AND 365
    ) as cold_storage_documents,
    COUNT(*) FILTER (
      WHERE EXTRACT(DAYS FROM CURRENT_TIMESTAMP - created_at) > 365
    ) as frozen_storage_candidates,

    -- Cost projections (estimated)
    ROUND(
      (COUNT(*) FILTER (WHERE EXTRACT(DAYS FROM CURRENT_TIMESTAMP - created_at) <= 30) * 0.023 +
       COUNT(*) FILTER (WHERE EXTRACT(DAYS FROM CURRENT_TIMESTAMP - created_at) BETWEEN 31 AND 90) * 0.012 +
       COUNT(*) FILTER (WHERE EXTRACT(DAYS FROM CURRENT_TIMESTAMP - created_at) BETWEEN 91 AND 365) * 0.004 +
       COUNT(*) FILTER (WHERE EXTRACT(DAYS FROM CURRENT_TIMESTAMP - created_at) > 365) * 0.001) * 
      (SUM(LENGTH(interaction_data::text)) / COUNT(*)) / (1024 * 1024 * 1024),
      2
    ) as estimated_monthly_storage_cost_usd

  FROM customer_interactions
)

-- Comprehensive governance dashboard
SELECT 
  CURRENT_TIMESTAMP as dashboard_generated_at,

  -- Data governance overview
  JSON_BUILD_OBJECT(
    'total_documents', gm.total_documents,
    'classification_coverage_percent', gm.classification_percentage,
    'classification_breakdown', JSON_BUILD_OBJECT(
      'public', gm.public_documents,
      'internal', gm.internal_documents,
      'confidential', gm.confidential_documents,
      'restricted', gm.restricted_documents,
      'personal_data', gm.personal_data_documents
    ),
    'unclassified_documents', gm.total_documents - gm.classified_documents
  ) as data_governance_status,

  -- Retention management status
  JSON_BUILD_OBJECT(
    'expired_retention_count', gm.expired_retention_count,
    'expiring_soon_count', gm.expiring_soon_count,
    'retention_compliance_rate', ROUND(
      ((gm.total_documents - gm.expired_retention_count) * 100.0 / NULLIF(gm.total_documents, 0)),
      2
    )
  ) as retention_status,

  -- Compliance framework coverage
  JSON_BUILD_OBJECT(
    'gdpr_subject_customers', gm.gdpr_subject_customers,
    'sox_covered_documents', gm.sox_covered_documents,
    'hipaa_covered_documents', gm.hipaa_covered_documents,
    'legal_holds_active', lhm.active_legal_holds,
    'customers_under_legal_hold', lhm.customers_under_legal_hold
  ) as compliance_coverage,

  -- Archival and lifecycle metrics
  JSON_BUILD_OBJECT(
    'total_archived_documents', am.total_archived_documents,
    'customers_with_archived_data', am.customers_with_archived_data,
    'documents_scheduled_for_deletion', am.documents_scheduled_for_deletion,
    'recently_archived_count', am.recently_archived_count,
    'archived_data_size_mb', ROUND(am.archived_data_size_mb, 2)
  ) as archival_metrics,

  -- Compliance alerts and action items
  JSON_BUILD_OBJECT(
    'overdue_retention_alerts', ca.overdue_retention_alerts,
    'overdue_gdpr_erasure_alerts', ca.overdue_gdpr_erasure_alerts,
    'unclassified_data_alerts', ca.unclassified_data_alerts,
    'total_active_alerts', ca.overdue_retention_alerts + ca.overdue_gdpr_erasure_alerts + ca.unclassified_data_alerts
  ) as compliance_alerts,

  -- Cost optimization insights
  JSON_BUILD_OBJECT(
    'storage_tier_distribution', JSON_BUILD_OBJECT(
      'hot_storage', com.hot_storage_documents,
      'warm_storage', com.warm_storage_documents,
      'cold_storage', com.cold_storage_documents,
      'frozen_candidates', com.frozen_storage_candidates
    ),
    'estimated_monthly_cost_usd', com.estimated_monthly_storage_cost_usd,
    'optimization_opportunity_percent', ROUND(
      (com.frozen_storage_candidates * 100.0 / NULLIF(
        com.hot_storage_documents + com.warm_storage_documents + 
        com.cold_storage_documents + com.frozen_storage_candidates, 0
      )),
      2
    )
  ) as cost_optimization,

  -- Recommendations and action items
  JSON_BUILD_ARRAY(
    CASE WHEN gm.classification_percentage < 95 THEN 
      'Improve data classification coverage - currently at ' || gm.classification_percentage || '%'
    END,
    CASE WHEN gm.expired_retention_count > 0 THEN 
      'Process ' || gm.expired_retention_count || ' documents with expired retention periods'
    END,
    CASE WHEN ca.overdue_gdpr_erasure_alerts > 0 THEN 
      'URGENT: Complete ' || ca.overdue_gdpr_erasure_alerts || ' overdue GDPR erasure requests'
    END,
    CASE WHEN com.frozen_storage_candidates > com.hot_storage_documents * 0.1 THEN
      'Optimize storage costs by archiving ' || com.frozen_storage_candidates || ' old documents'
    END
  ) as action_recommendations

FROM governance_metrics gm
CROSS JOIN legal_hold_metrics lhm  
CROSS JOIN archival_metrics am
CROSS JOIN compliance_alerts ca
CROSS JOIN cost_optimization_metrics com;

-- QueryLeaf provides comprehensive data lifecycle management capabilities:
-- 1. Automated data classification with PII and sensitivity detection
-- 2. Policy-driven retention management with compliance framework support
-- 3. Advanced legal hold integration with automated compliance tracking
-- 4. GDPR, CCPA, SOX, and HIPAA compliance automation
-- 5. Intelligent archiving with cost optimization and storage tiering
-- 6. Real-time governance monitoring and compliance dashboards
-- 7. Automated audit trails and compliance reporting
-- 8. SQL-familiar syntax for complex data lifecycle operations
-- 9. Integration with MongoDB's native TTL and archiving capabilities
-- 10. Executive-level governance insights and optimization recommendations

Best Practices for Enterprise Data Governance

Compliance and Regulatory Alignment

Essential principles for effective MongoDB data lifecycle management in regulated environments:

  1. Data Classification: Implement automated data classification based on content analysis, sensitivity scoring, and regulatory requirements
  2. Retention Policies: Design comprehensive retention policies that align with business requirements and regulatory mandates
  3. Legal Hold Management: Establish automated legal hold processes that override retention policies when litigation or investigations are active
  4. Audit Trails: Maintain comprehensive audit trails for all data lifecycle events to support compliance reporting and investigations
  5. Access Controls: Implement role-based access controls for data governance operations with proper segregation of duties
  6. Compliance Monitoring: Deploy real-time monitoring for compliance violations and automated alerting for critical governance events

Automation and Operational Excellence

Optimize data lifecycle automation for enterprise scale and reliability:

  1. Automated Execution: Implement automated retention policy execution with intelligent scheduling and performance optimization
  2. Cost Optimization: Deploy intelligent storage tiering and cost optimization strategies that balance compliance with operational efficiency
  3. Risk Management: Establish risk-based prioritization for data governance operations with automated escalation procedures
  4. Performance Impact: Monitor and minimize performance impact of lifecycle operations on production systems
  5. Disaster Recovery: Ensure data governance operations are integrated with disaster recovery and business continuity planning
  6. Continuous Improvement: Implement feedback loops and metrics collection to continuously optimize governance processes

Conclusion

MongoDB data archiving and lifecycle management provides comprehensive enterprise-grade capabilities for automated retention policies, compliance-aware data governance, and intelligent cost optimization that eliminate the complexity of traditional database archiving while ensuring regulatory compliance and operational efficiency. The native integration with TTL collections, automated tiering, and comprehensive audit trails enables sophisticated data governance frameworks that scale with business growth.

Key MongoDB Data Lifecycle Management benefits include:

  • Automated Retention: Policy-driven retention with native TTL support and intelligent archiving strategies
  • Compliance Automation: Built-in support for GDPR, CCPA, SOX, HIPAA, and other regulatory frameworks
  • Cost Optimization: Intelligent storage tiering with automated cost management and optimization recommendations
  • Audit and Governance: Comprehensive audit trails and compliance reporting for enterprise governance requirements
  • Legal Hold Integration: Automated legal hold management with retention policy overrides and compliance tracking
  • SQL Accessibility: Familiar SQL-style data lifecycle operations through QueryLeaf for accessible enterprise governance

Whether you're managing customer data, financial records, healthcare information, or any sensitive enterprise data requiring governance and compliance, MongoDB data lifecycle management with QueryLeaf's familiar SQL interface provides the foundation for comprehensive, automated, and compliant data governance.

QueryLeaf Integration: QueryLeaf automatically manages MongoDB data lifecycle operations while providing SQL-familiar syntax for retention policies, compliance automation, and governance reporting. Advanced archiving strategies, cost optimization, and regulatory compliance features are seamlessly handled through familiar SQL patterns, making enterprise data governance both powerful and accessible to SQL-oriented teams.

The integration of MongoDB's robust data lifecycle capabilities with SQL-style governance operations makes it an ideal platform for applications requiring both comprehensive data governance and familiar database management patterns, ensuring your data lifecycle management remains compliant, efficient, and cost-effective as data volumes and regulatory requirements continue to evolve.