Rui juggles overlapping retention laws across jurisdictions in spreadsheets. One wrong rule and the company over-keeps or destroys too early. He needs the right rule applied — and explained.
EU, US, and UK retention periods collide on the same record type.
Spreadsheets and tribal knowledge are audit-fragile and easy to get wrong.
When asked why a record was kept or disposed, there’s no defensible reasoning on file.
Point at any document and Fileport applies the correct rule from a world of overlapping laws — here the EU VAT Directive's 10-year rule wins over the US 7-year rule, the dispose-after date is computed, and a legal hold would override everything. The reasoning is shown on screen, not buried in a spreadsheet.
Record type and applicable jurisdictions are detected on ingest.
All applicable retention rules across jurisdictions are evaluated.
The longest required retention wins; the dispose-after date is computed.
The governing rule and the overridden ones are displayed — and a legal hold trumps all.
The strictest matching rule is applied automatically, and the reasoning — including the rules that lost — is shown.
A legal hold overrides retention and blocks disposition until released.
Yes. The effective policy and governing rule are recorded and displayed per document.
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