Centralpoint Retention Policy Management

Automate document retention policies using Centralpoint. It equips you with user-friendly tools for defining diverse retention policies, incorporating custom filters, queries, and start/end dates. Centralpoint also manages storage repository data, connecting to File Folders, SQL, Oracle, IBM, and third-party providers like Workday, Citibank, and ADP.

Centralpoint's scheduled feature regularly scans these repositories, as per your chosen frequency, to identify expired records per your policies. Detected files can be routed to administrators for approval of destruction. Upon approval, Centralpoint systematically eradicates records from each system, meticulously recording each step. With Centralpoint's automated document retention policy management, ongoing compliance is effortlessly maintained.

Businesses are required by law to retain confidential client, employee, and company information for a minimal amount of time. But many documents eventually outlive their purpose, and holding onto them for too long puts you at risk of a security breach and non-compliance with today’s privacy legislation. How long you store business records should be determined by a retention schedule that balances each record’s usefulness with the legal requirements. This schedule will depend on the type of business and the lifecycle of specific documents.

Below is a document retention schedule that outlines how long you should hold on to important documents. After their retention period is complete, you should ensure that they are securely destroyed by a third-party information security provider. Please note that these recommendations on document retention are general guidelines only. They are not intended to represent legal advice. Contact your legal expert(s) or federal, state or provincial government to ensure you are following current legal requirements for your area.

* Retention periods begin after the termination, expiration, disposal, etc., of the item.

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