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Subject:
From:
Gary Link <[log in to unmask]>
Reply To:
Records Management Program <[log in to unmask]>
Date:
Thu, 23 Oct 2014 15:07:55 -0400
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<<
Interesting concept, but "tasks" or "projects" often contain a variety of 
records associated with a wide range of record series, so how would it 
differentiate between these?
>>

It would be based off of a functional record retention schedule. And so 
each record series (or class) would be the records, information, & data 
generated by a certain function/process/activity. So for example, a record 
class for a bank might be "AML/Fraud Due Diligence," which would include a 
lot of different types of records, files, data, but would all be part of 
the same function or process, and so subject to the same regulatory 
requirements around it. 
<<
And how would you apply legal holds or destruction moratoriums when 
needed?
>>

I would think it would make these easier because legal holds and discovery 
requests seek out the records of records custodians of particular 
activities.
Gary



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