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Records retention: rules 17a-3, 17a-4 and 204-2 v1.0.0

Use this resource to design a records and communications retention program

New

  • 343 downloads
  • 172 likes
  • 200 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install books-records-retention

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent identifies the records to keep under rules 17a-3, 17a-4 and 204-2, sets retention periods and reviews archiving of email, messaging and social media. It checks WORM storage and personal device (BYOD) policies. The regulatory status is dated June 2026 and should be verified.

Mostly picked by

Updated November 2, 2026

Card for the “Records retention: rules 17a-3, 17a-4 and 204-2” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: required records, retention periods and communications archiving
  • references/: document retention schedule

Good fit for

  • You are changing archiving vendors and must keep the history
  • Your advisers use WhatsApp and their messages must be archived

Not for

    Tags

    • retention
    • archiving
    • records
    • compliance

    About

    You say

    “How long should we keep order tickets and customer complaints, and must WhatsApp be archived?”

    Card for the “Records retention: rules 17a-3, 17a-4 and 204-2” skill

    Skill published by joellewis under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to design a records and communications retention program
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/retention-schedule.md2.3 KB
    • SKILL.md41.2 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/compliance/skills/books-and-records
    Licence
    MIT

    Notice

    « books-and-records » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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