RECORDS MANAGEMENT

摘要

Techniques for electronic records management. Electronic records are stored in databases, each having a different data model and classification scheme. The electronic records created in source systems are indexed with the index having a pointer to each electronic record in the source systems. The index is updated with changes to electronic records. The document management agent applies retention rules and tracks electronic records against the appropriate retention schedule. Records that are scheduled to be dispositioned are dispositioned, and when the disposition is appropriate, the document management agent also invokes deletion or exportation of the corresponding electronic records.

主权项

1. A system comprising:
a plurality of source systems each to store electronic records, each having a different data model and classification scheme; a document management agent communicatively coupled with the plurality of source systems, the document management agent to index the electronic records created in the plurality of source systems, the index having a pointer to each electronic record in the plurality of source systems, the document management agent to update the index with changes to electronic records, the document management agent to apply retention rules and track electronic records against the appropriate retention schedule, and identify which records are scheduled to be dispositioned, and when the disposition is appropriate, the document management agent to invoke deletion or exportation of the corresponding electronic records.