| Identifiers | Browser-generated customer reference for free-access session state, auth session cookie identifiers, partner click IDs, export IDs, request identifiers. | Maintain access features, partner attribution, export retrieval, and abuse controls. |
| Planning profile data | Names you enter for records, product category selections, locations, amounts, time horizons, assumptions, notes, and product-specific inputs. | Generate planning records, assumptions, checklist outputs, and export content where supported. |
| Internet or network activity | Structured lifecycle events, request metadata, rate-limit signals, and page/feature usage tied to the product workflow. | Measure product usage, detect abuse, troubleshoot failures, and monitor service quality. |
| Partner and access activity | Selected access label, legacy webhook status, partner click metadata, postback status, and routed-action details. | Maintain free access state, reconcile partner handoffs, and measure conversion paths. |
| Account and collaboration data | Workspace email, saved planning profiles, and invited team-member email addresses. | Authenticate a workspace session, store reusable records, and coordinate team-oriented planning workflows. |