APPLICATION OF RETENTION RULES TO RECORDS

摘要

A system for automatically applying retention categories and retention rules to records. The system defines a plurality of retention categories. Each retention category of the plurality of retention categories comprises a criteria for membership in the retention category and at least one retention rule for the retention category. The system receives at least one record. The system automatically associates a retention category of the plurality of retention categories with the at least one record. The at least one record meets the criteria for membership in the associated retention category. The system automatically applies the retention rule of the associated retention category to the at least one record.