International Business Machines Corporation

Jeffrey Lynn Wallace

Li Zhou

Ronald L Rathgeber

Ruen R Dineros

Bao Q Vu

Embodiments presented herein provide techniques for enforcing a document retention policy that uses defensible disposal processes. According to one embodiment, a records management system identifies a set of records in a container that is scheduled for deletion on a specified date according to a retention policy. The records management system generates one or more reports listing the records and information associated with the records. The records management system performs a deletion workflow to remove the records listed in the report.

Processes to better support defensible disposal in records management

Provided are techniques for parallel container and record organization using buckets. In response to receiving an update to an entity in a file plan, a date associated with a disposition of the entity is determined and a reference to the entity is added to a bucket associated with the date.

Parallel container and record organization

According to one embodiment of the present invention, a method for automatic record declaration is provided. The method includes providing a plurality of record profiles including information that uniquely defines how a new record is to be declared. A plurality of mapping definitions are provided including a set of rules to select a particular record profile, each mapping definition being associated with only one document class. A new document is received and the set of rules applied to the new document until a matching record profile is found. The matching record profile is used to declare a new record for the new document.

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Costa Mesa, CA, United States of America

Jeffrey Lynn Wallace