For example, you assign a five-year retention policy to automobile insurance policies in a retirement archive job so that the records expire five years after the policy termination date. However, if messages exist against the insurance policy, you must retain records for five years after the most recent message date in the policy, claims, or client message table.

You change the assigned retention policy through Data Discovery. You cannot edit or delete retention policies in the workbench if the policies are assigned to archived records or to archive jobs that are running or completed.

Before you change a retention policy for any record, you might want to view the records assigned to the archive job. When you view records, you can check the current expiration date for each record.

To change the retention policy for records, you must select the records you want to update and define the new retention period. After you change the retention policy, schedule the Update Retention Policy job to update the expiration date for the records in the Data Vault.