I'm working on a records management model using IBM Enterprise Records (IER) integrated with FileNet Content Platform Engine (CPE) in a banking context.
Some documents - such as personal identification documents (e.g., ID cards, proof of residence) - are reused in multiple business dossiers (for example, account opening, loan contract, credit renegotiation) that may occur in different years.
In this scenario, the same document (object in CPE) would be:
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Declared as a record in IER only once,
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But filed (multi-filed) into multiple record folders? that each have their own retention schedule and cutoff dates.
The challenge is that the document's retention cycle in IER should ideally be extended or recalculated when it is reused in a new dossier - otherwise, the document could reach its cutoff date and be disposed while it is still actively referenced by another business process.
Is there a supported way in IBM Enterprise Records to handle this situation - for example, by updating or resetting a record's cutoff date based on new usage, folder association, or an event trigger?
Or would this require a custom approach using the IER APIs (e.g., event-based triggers or redeclaration logic)?
I'd also appreciate any reference to IBM documentation, Redbooks, or best practices that discuss how IER handles multi-filing scenarios and cutoff date recalculation.
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Raphael Azevedo
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