Executes policy-driven retention and purges with approvals and audit evidence; supports legal holds by dataset.
Benefits
- Lower storage/legal risk
- Consistent policy execution
- Provable compliance
Capabilities
- Jurisdictional rules
- Exception workflows
- Purge/hold logs
Operationalize retention schedules for PHI: purge what must be purged, hold what must be preserved. Apply jurisdictional rules, legal holds, and defensible deletion with full audit.
Policy Execution
- Rules by system, record class, jurisdiction, and event (e.g., discharge + N years).
- Legal hold placement with scope, owners, and release workflow.
- Proof-of-purge and exception logs with reason codes.
Monitoring
- Forecast upcoming purges/expirations; collision checks with active holds.
- Change control for policy edits and effective-date tracking.


