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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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