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July 9th, 2018 11:00

Event Based Retention Using Centera/ECS

​We're currently using IBM Optim to format and archive compliance-related data to Centera/ECS. We set retention based on the entire collection of data and once the retention period ends, e.g., 3 years, 6 years, the data drops off. ​

​We have a new requirement to utilize event based retention based on a number of trigger events which Optim is unable to do. For example, we would load a customer record name and address with a retention period of "indefinite but once the account is closed the original retention period is reset to 6 years from the date of the account closure. Additionally, if an account has a change of address, the old address must be retained for 6 years then it can drop off. We would then need to keep the new address indefinitely until the account is closed at which point the retention is then set for 6 years.​

​There are several time and event-based scenarios in addition to this one that will need to be accommodated. ​

​In place of Optim, is there another product that would handle this type of event based retention of being able to update existing records in Centera/ECS based on specific triggers?​

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