IBM Global Retention Policy and Schedule Management

Feature spotlights

Lifecycle management and auditing

Define retention periods for records, drafts and copies, and establish retention periods for record classes and non-record categories. Enable audits by business group, country or information category, while supporting internal audits with reports and reminders. Supply version history, audit controls, authorized procedures and compliance history to demonstrate program effectiveness to regulators and management.

Corporate taxonomy and shared library

Manage a library of retention, privacy and discovery laws with appropriate roles and change management processes for field-level authorization. Incorporate retention, discovery and privacy laws for more comprehensive instructions. Author and share governance procedures and internal protocols. Link laws and protocols to retention schedules, and identify governing laws. Use a full jurisdictional model with support for governing regions such as the European Union.

Scheduling support

Conduct global information inventories by business, function and country, and link retention, data management and discovery procedures to each information repository. Author retention schedules that reflect business and legal requirements. Publish corporate and country master schedules as well as group and departmental schedules. Link schedules to a master taxonomy or country-specific exceptions. Update procedures and practices quickly when laws, systems or business objectives change.

Centralized management

Manage information by common taxonomy, business value and country laws. Define roles, privileges and authorities for program staff, and establish and coordinate a network of global records coordinators. Allow country or business unit leads to manage their own records, coordinators and schedules using a common system and program. Delegate specific responsibilities to local coordinators including schedule development with proper approval workflows.

Communications across legal, IT and business staff

Publish communications by role, country and business unit affiliation. Publish policies, training and procedures and route them to appropriate people based on role, program participation, country or business affiliation. Provide retention procedures and schedules for systems as soon as they are implemented. Use in conjunction with IBM Disposal and Governance Management for IT and IBM Atlas eDiscovery Process Management to provide additional information management capabilities.

Flexpoint licensing

Gain access to the unified governance & integration platform offerings via flex point licensing. It supports your rapidly evolving business needs by giving you flexible access to the offerings included in the platform. Purchase entitlement based on your expected needs. When your business requirements change, gain the flexibility to add or stop using a product and apply the same flex points to another offering within the platform, as long as you stay within total flex points purchased.

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