Records and Information Management

Perceptive records and information management (RIM) is part of a complete process and content management framework that supports the entire lifecycle of important business content—from capture and retention to archiving and destruction.

Seamless Records and Information Management Functionality

Our RIM solutions are built on a proven and comprehensive process and content management platform. Retention Policy Manager, as part of the full Perceptive product family, seamlessly adds records and information management functionality to familiar work processes for areas like human resources, accounting, or contracts management. This helps staff concentrate on day-to-day business activities while fulfilling specific records management and compliance needs.

When properly implemented, these products effectively manage an organization’s most valuable information assets, and as a result:

  • Ensure compliance with government and industry records retention requirements
  • Reduce risk in the event of civil litigation or government investigation
  • Minimize storage costs and free up server space for critical information
  • Reallocate staff resources for more useful business activities
  • Organize paper and electronic information for immediate retrieval
  • Protect mission-critical information against loss or unintended destruction

Functional highlights of Perceptive RIM solutions include:

Records Management

  • Create and manage file plans to manage records, increasing accessibility, accuracy and compliance with regulatory requirements
  • Perform record declaration with additional access, modification and deletion security to ensure records are retained according to policy

Retention Policy Management

  • Quickly define time- and event-based document retention policies with multiple phases
  • Manage and track electronic and physical documents in a single system
  • Generate a certificate of destruction and produce a chain of custody

Automated Dispositions

  • Destroy, transfer to storage (online/nearline/offline) or retain data permanently
  • Require a user, or users in a set order, to approve transfers or destruction

Secure Legal and Audit Holds

  • Easily create holds that prevent the modification or deletion of information
  • Maintain instant accessibility and provable integrity of document content

DoD 5015.2 Certification

  • Achieve legislative, operational, and regulatory compliance equal to the standard required by the U.S. Department of Defense

Records and information management (RIM) products from Perceptive Software ensure that management and retention policies for all your content are being followed uniformly throughout your organization.

Electronic Signatures

Speed the signing process and securely route documents.

Datasheet: Retention Policy Manager

Discover the Perceptive way to do Records and Information Management.

InContext Special Report: RIM

Understand how RIM helps with compliance, eDiscovery, and effective corporate governance.