ADM.4:4.4 - Retain only the correspondence needed for use

State the common subject and how each local account refers to it. Keep the local purpose, participant-relative meaning, effective time and authority or evidence qualification that changes the receiving action. A short joined explanation can be enough.

For the payer/recipient case, retain that A17 calls transfer T a disbursement by P and B82 calls T a receipt by Q. The shared event description can say that 300 moved from P to Q at the evidenced time. P and Q then apply their supplied conditions to their different administrative decisions.

Correct a source record only through the source’s appropriate authority and procedure. A useful cross-source explanation does not authorize overwriting a participant’s account or silently replacing its rule.