22 Oct 2026, 10:07 UTC · 1 question · ID bb518bf122fe
Who asked
Persona
CIO (Chief Information Officer)
Company
Charles Schwab
Industry
Financial services
Pages visited (1)
/solutions/enterpriseQuestion 1 asked here
Question 1
“What happens to our data if we leave Hourglass?”
Answer
Partly answered
The build-your-own comparison says customer data is yours and exportable at any time. The site never explains what happens to data after cancelling: export formats, how long data is kept, or when and how it is deleted.
Add a data ownership and exit section to /security
Who needs it: CIOs and IT or security reviewers checking a vendor
What is missing
No statement on how customers export all their data, or in which formats.
How long data is kept after a subscription ends is not stated.
When and how data is deleted after leaving, and whether deletion is confirmed, is not stated.
Where
New section on /security, placed after "Security and control, built into every hub".
Related sections
Security and control, built into every hub · Buying Hourglass or building your own
Main topics
Data ownership · Full workspace export and formats · Retention period after cancellation · Deletion process and confirmation · Agent activity log and audit history export
What to do
Confirm with product and the security team the export options, the retention period after cancellation and the deletion process.
Write the section covering export, retention and deletion, and link it from the Security card on /legal.
Done when: /security explains how to export all data, how long it is kept after leaving and how it is deleted.
Add a data export and exit card to the security cards on /solutions/enterprise
Who needs it: Enterprise IT leaders (this visitor: Charles Schwab)
What is missing
Enterprise buyers asking about exit find no mention of data export or what happens to data on leaving.
Where
Update this section: add a card beside "Data region choice" and "Encryption".
Related sections
Built to run across the whole organization
What to do
Add a short card on data export and exit to the shared security cards section.
Link the card to the new data ownership and exit section on /security.
Done when: The security cards on /solutions/enterprise include a data export and exit card linking to /security. Depends on: “Add a data ownership and exit section to /security”
Add data retention and exit to /solutions/financial-services
Who needs it: Financial services (banks, credit unions and insurers)
What is missing
How records and audit history can be kept for regulators after leaving Hourglass is not stated.
Deletion of member and client data on exit is not stated.
Where
Update this section: add a third card beside "Approvals where you need them" and "The service members expect".
Related sections
How banks, credit unions and insurers grow with Hourglass
What to do
Confirm with compliance how audit history and records can be exported and retained for regulators after cancellation.
Add a card on record retention and exit, linking to the /security section.
Done when: /solutions/financial-services explains how regulated teams keep records and audit history when leaving Hourglass. Depends on: “Add a data ownership and exit section to /security”
Answer full page
If you cancel, the docs explain what happens to your workspace data and how to export everything first. You can take a full export of your workspace at any time. The details are in the docs linked below.