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bobt
December 16, 2022
Question

Document Retention Policy Management

  • December 16, 2022
  • 2 replies
  • 0 views

We have requirements to build out document retention policy management features:

* Define purge policy definitions to define business epxression for when documents should be purged (e.g.,  delete after X years and other business conditions met)

* Create purge records to capture list of documents which will be deleted in upcoming purge cycles to allow users to define hold/exceptions which should not get purged)

Has anyone built these type features in Appian and what implementation approaches were taken?

Regards,

Bob

    2 replies

    stefanhelzle0001
    stefanhelzle0001
    December 17, 2022

    We built a scheduled process that fetches some metadata from the database to manage the documents including approvals. Whenever a document is added to the system, a business logic defines the retention period stored in the document meta data.

    komalj3844
    komalj3844
    December 17, 2022

    Also you can build a record based of the period stored into meta data  and provide a related action to update the date if they don't want to remove the document or would like to extend the date 

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