Multi-Jurisdiction Retention Scheduling For Record Management
First Claim
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1. A method for managing retention of records for multiple jurisdictions, comprising:
- assigning, using a processor-based device, a retention schedule to a record based on classification information associated with the record, wherein the retention schedule is linked to a plurality of jurisdiction triggers;
determining expiration dates for the jurisdiction triggers linked to the retention schedule that correspond to jurisdiction information associated with the record; and
selecting a determined expiration date as a record expiration date.
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Abstract
A retention schedule is assigned to a record based on classification information associated with the record, wherein the retention schedule is linked to a plurality of jurisdiction triggers. Expiration dates for those jurisdiction triggers that correspond to jurisdiction information associated with the record are determined. A record expiration date for the record is selected from the determined expiration dates.
79 Citations
20 Claims
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1. A method for managing retention of records for multiple jurisdictions, comprising:
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assigning, using a processor-based device, a retention schedule to a record based on classification information associated with the record, wherein the retention schedule is linked to a plurality of jurisdiction triggers; determining expiration dates for the jurisdiction triggers linked to the retention schedule that correspond to jurisdiction information associated with the record; and selecting a determined expiration date as a record expiration date. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10)
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11. An article comprising at least one machine-readable storage medium storing instructions that upon execution cause a computer system to:
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determine a class of a record to be stored in a record repository managed by the computer system; select a retention schedule for a record based on the determined class, wherein the retention schedule is linked to a plurality of jurisdiction triggers; identify the jurisdiction triggers linked to the selected retention schedule that correspond to jurisdiction codes associated with the record; and determine a record expiration date for the record using the identified jurisdiction triggers. - View Dependent Claims (12, 14, 15, 16, 17, 18, 19)
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20. A computer system, comprising:
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at least one processor; a storage specification generator executable on the at least one processor to; assign a multi-jurisdiction retention schedule to a record based on a class of the record, wherein the multi-jurisdiction retention schedule is linked to a plurality of jurisdiction triggers; identify the jurisdiction triggers linked to the assigned retention schedule that correspond to jurisdiction information associated with the record; determine a record expiration date for the record using the identified jurisdiction triggers; and generate a storage specification associated with the record, the storage specification including the record expiration date.
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Specification