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docs(lending): add CBS report retention policy to Supported Outputs#1848

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hmansour-codat:patch-3
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docs(lending): add CBS report retention policy to Supported Outputs#1848
hmansour-codat wants to merge 6 commits into
codatio:mainfrom
hmansour-codat:patch-3

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Documents the two-layer retention behaviour for categorized bank statement reports:

  • Time-based: ~90-day window for all report types
  • Count-based (CBS only): only the latest report is retained; previous reports are removed when a new one is generated

Includes guidance to use /latest endpoint and explains expected 404 behaviour on superseded reportIds.

Refs: MED-814

Documents the two-layer retention behaviour for categorized bank statement reports:
- Time-based: ~90-day window for all report types
- Count-based (CBS only): only the latest report is retained; previous reports are removed when a new one is generated

Includes guidance to use /latest endpoint and explains expected 404 behaviour on superseded reportIds.

Refs: MED-814
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vercel Bot commented Jun 15, 2026

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@hmansour-codat is attempting to deploy a commit to the Codat Team on Vercel.

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Removed the report retention section detailing time-based and count-based retention policies for categorized bank statement reports.
…orted Outputs

Added report retention details for categorized bank statement reports, including time-based and count-based retention policies.
Removed extra line break before the 'Report retention' section.
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