Method and apparatus for policy distribution
First Claim
Patent Images
1. A computer implemented method for policy distribution, comprising:
- providing a Records Management System (RMS) configured to set up and maintain local record classification and disposition policies;
providing, by at least one processor, an Enterprise Retention Management (ERM) application comprising a centralized workflow configured to manage retention policies for an entity; and
providing, by the at least one processor, an application layer in the ERM comprising a propagation workflow configured to manage for managing retention policy integration between the ERM and the RMS;
wherein the propagation workflow provides automated retention policy propagation from the ERM to the RMS; and
wherein the propagation workflow is configured to record a policy change event (PCE) in case of a change in at least one of a retention schedule associated with a manageable data source and a Triggering Event Evaluation Rule (TEER).
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Abstract
A computer apparatus and computer implemented method for policy distribution provides a Records Management System (RMS) that is configured for setting up and maintaining local record classification and disposition policies. An Enterprise Retention Management (ERM) application comprises a centralized workflow configured for managing retention policies for an entity. An application layer in the ERM comprises a propagation workflow that is configured for managing retention policy integration between the ERM and the RMS. The propagation workflow thus provides automated retention policy propagation from the ERM to the RMS.
246 Citations
36 Claims
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1. A computer implemented method for policy distribution, comprising:
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providing a Records Management System (RMS) configured to set up and maintain local record classification and disposition policies; providing, by at least one processor, an Enterprise Retention Management (ERM) application comprising a centralized workflow configured to manage retention policies for an entity; and providing, by the at least one processor, an application layer in the ERM comprising a propagation workflow configured to manage for managing retention policy integration between the ERM and the RMS; wherein the propagation workflow provides automated retention policy propagation from the ERM to the RMS; and wherein the propagation workflow is configured to record a policy change event (PCE) in case of a change in at least one of a retention schedule associated with a manageable data source and a Triggering Event Evaluation Rule (TEER). - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31)
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32. A non-transitory computer readable, tangible storage medium programmed to store instructions which, when executed by a processor, perform an operation comprising:
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providing a Records Management System (RMS) configured to set up and maintain local record classification and disposition policies; providing, by at least one processor, an Enterprise Retention Management (ERM) application comprising a centralized workflow configured to manage retention policies for an entity; and providing, by the at least one processor, an application layer in the ERM comprising a propagation workflow configured to manage for managing retention policy integration between the ERM and the RMS; wherein the propagation workflow provides automated retention policy propagation from the ERM to the RMS; and wherein the propagation workflow is configured to record a policy change event (PCE) in case of a change in at least one of a retention schedule associated with a manageable data source and a Triggering Event Evaluation Rule (TEER).
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33. An apparatus for policy distribution, comprising:
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at least one processor; a Records Management System (RMS) configured to set up and maintain local record classification and disposition policies; an Enterprise Retention Management (ERM) application running on the at least one processor and comprising a centralized workflow configured to manage retention policies for an entity; and an application layer in the ERM comprising a propagation workflow configured to manage retention policy integration between the ERM and the RMS; wherein the propagation workflow provides automated retention policy propagation from the ERM to the RMS; and wherein the propagation workflow is configured to record a policy change event (PCE) in case; a retention schedule associated with a manageable data source is changed; a record class or an RSC comprising an ancestor of the retention schedule associated with the manageable data source is changed; a new or existing retention schedule is associated from the manageable data source; the retention schedule is deleted or de-associated from the manageable data source; and a Triggering Event Evaluation Rule (TEER) is changed. - View Dependent Claims (34, 35, 36)
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Specification