For example, a large insurance organization acquires a small automobile insurance organization. The small organization uses custom ERP applications to monitor policies and claims. The large organization requires that the small organization retire the custom applications and use its ERP applications instead. After acquisition, records managers use Data Archive to create retirement projects for the custom applications.

The large organization must retain records from the small organization according to the following rules:

The small organization stores policy information in the following tables in the AUTO_POLICIES entity:

As a retention administrator for the merged organization, you must create and apply these rules. To create and apply the retention management rules, you complete multiple tasks.