DOCA.6:4.1 - State why and for how long something is retained

Name the subject, receiving use, protected conditions, and the horizon or horizons that actually affect this inquiry. Use the horizon needed by the opportunity; do not impose universal near-, medium-, and long-term buckets. When horizons differ, preserve that difference rather than merging their anticipated results into one comparison.

For each retained opportunity, keep its contribution and support configuration, present qualification, source or parent candidate, retention reason, material retention burden, and revisit or discard condition recoverable. Name who will reconsider it when someone has accepted that responsibility. A source pointer may suffice for an unchanged description.

Distinguish preserving an account from preserving an obtainable option. Saving a direction in a note does not reserve a provider, renew data rights, maintain a skill, or keep equipment ready. If retention needs resources or continuing Work, identify that burden and the actual authority or arrangement. Without it, retain a conditional possibility or description, not a claim that the option remains available.

An ordinary two-sentence account is enough:

Keep the permitted manual-review route as the current reference and the retrieval-assisted route as conditional on representative data use and evaluation. Revisit the second when those results arrive or at the end of the ninety-day inquiry; saving its description reserves no data, supplier time, or implementation budget.