Patent ID: 9047294
Filing Date: 2015-06-02
Classification: G06F,G06Q

Abstract:
1. A method of managing records with respect to entities, said method comprising: maintaining historical data representing previously selected policies, wherein each policy specifies a corresponding treatment of entities as records; receiving a request for file plan from a user; forming a file plan containing a set of policies likely to be used by said user, said set of policies being determined based on said historical data; sending said file plan to said user; receiving from said user a selection of a first policy from said set of policies for associating with a first set of entities, wherein said first policy specifies is a first retention category which specifies a retention policy including a first duration, wherein said first retention category further specifies a disposition policy including a second duration; and applying said first policy to said first set of entities in response to receiving of said selection such that said first policy is thereafter enforced with respect to managing said first set of entities as corresponding records, wherein, in response to receiving of said selection, said applying retains each of said first set of entities according to said first duration and thereafter disposes each of said first set of entities according to said second duration.