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  • Data Archive 6.5
  • All Products

Table of Contents

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  1. Preface
  2. Introduction
  3. Accessing Data Archive
  4. Working with Data Archive
  5. Scheduling Jobs
  6. Viewing the Dashboard
  7. Creating Data Archive Projects
  8. Salesforce Archiving
  9. SAP Application Retirement
  10. Creating Retirement Archive Projects
  11. Integrated Validation for Archive and Retirement Projects
  12. Retention Management
  13. External Attachments
  14. Data Archive Restore
  15. Data Discovery Portal
  16. Data Visualization
  17. Data Privacy
  18. Oracle E-Business Suite Retirement Reports
  19. JD Edwards Enterprise Retirement Reports
  20. Oracle PeopleSoft Applications Retirement Reports
  21. Language Settings
  22. Appendix A: Data Vault Datatype Conversion
  23. Appendix B: Special Characters in Data Vault
  24. Appendix C: SAP Application Retirement Supported HR Clusters
  25. Appendix D: Glossary

User Guide

User Guide

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Retention Period Definition for Retention Policy Changes

Retention Period Definition for Retention Policy Changes

When you change the retention policy assigned to records in an entity, you must define a new retention period for the records you want to update. Define the new retention period when you modify the assigned retention policy in Data Discovery.
To define the new retention period, select the new retention policy and enter rules that determine which date Data Archive uses to calculate the expiration date for records. The expiration date for records equals the retention period plus the date value that is determined by the rules you enter.
You can enter the following types of rules:
Relative Date Rule
Bases the retention period for records on a fixed date. For example, you select a retention policy that has a 10 year retention period. You enter January 1, 2011, as the relative date. The new expiration date is January 1, 2021.
Column Level Rule
Bases the retention period for records on a column date. For example, you select a retention policy that has a five year retention period. You base the retention period on the CLAIM_DATE column. Records expire five years after the claim date.
Expression-Based Rule
Bases the retention period for records on the date returned by an expression. For example, you select a retention policy that has a five year retention period. You want to base the retention period on dates in the CLAIM_DATE column, but the column contains integer values. You enter the expression
TO_DATE(CLAIM_DATE,'ddmmyyyy')
. Records expire five years after the claim date.
The rules you enter must evaluate to a single date value or to a column date. If you enter multiple rules, you cannot select a relative date. You must select the maximum date or the minimum date across all rules.
For example, you have a five-year retention policy for insurance records that retires records five years after the last transaction date. You want to select the last transaction date from three tables and apply the new retention policy using that date.
The following entity tables contain the last transaction date:
  • Policy.LAST_TRANS
  • Messages.LAST_TRANS_DATE
  • Claims.LAST_DATE
To select the last transaction date across tables, complete the following tasks:
  1. Select the five-year retention policy as the new retention policy.
  2. In the
    Base Retention Period On
     area, add a row for each column:
    Entity Table
    Retention Column
    Policy
    LAST_TRANS
    Messages
    LAST_TRANS_DATE
    Claims
    LAST_DATE
  3. In the
    By evaluating the
     list, select
    Maximum
    .
When you update the retention policy, you can select a checkbox to generate a retention modification report that is accessible from the
Monitor Jobs
 page. You can also select a checkbox to include the reference tables in the retention update.
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