Retention Period Expiry Eligibility Checker

Separate declared expiry from caller hold/review gating, preserving expired-but-held records; eligibility flags are workflow policy, not lawful destruction permission.

Description

Expiry and release for disposition are separate workflow conditions.

Expiry and release for disposition are separate workflow conditions. A record can be past its declared retention date while a hold or incomplete review still blocks eligibility.1

Separate declared expiry from caller hold/review gating, preserving expired-but-held records; eligibility flags are workflow policy, not lawful destruction permission.

When to use Retention Period Expiry Eligibility Checker

Use this tool to separate declared expiry from caller hold/review gating, preserving expired-but-held records; eligibility flags are workflow policy, not lawful destruction permission.

Prepare the inventory, measurements or policy dates for the collection and reporting period. Confirm units, record order and any independently established thresholds or permissions.

How to use Retention Period Expiry Eligibility Checker and understand its results

  1. Prepare the inventory, measurements or policy dates for the collection and reporting period. Confirm units, record order and any independently established thresholds or permissions.
  2. Enter declaredRetentionExpiryOrdinals, legalHoldFlags, requiredReviewCompleteFlags, asOfDayOrdinal using the field table and calculation rules, then run the tool.
  3. Read expiredRecordFlags, callerEligibilityFlags, holdBlockedExpiredCount. The explanation below defines the units, signs, ordering and any flags or placeholder values.
  4. If the tool reports an input issue, correct the values and run it again. Apply the stated assumptions when interpreting a successfully returned result.
Input fieldMeaningValue type; see rules belowRequirement
declaredRetentionExpiryOrdinalsDeclared retention expiry ordinalslist of numberRequired
legalHoldFlagsLegal hold flagslist of numberRequired
requiredReviewCompleteFlagsRequired review complete flagslist of numberRequired
asOfDayOrdinalAs of day ordinalintegerRequired

Enter aligned nonnegative integer expiry ordinals, binary hold and review-complete flags and a nonnegative as-of ordinal. Expiry equality counts as expired. Return binary expired and caller-eligibility lists, plus the count of expired records blocked by a hold; incomplete reviews independently prevent eligibility.

Paired lists must be nonempty and have equal lengths.

expired = expiry≤asOf; eligible = expired AND noHold AND reviewComplete

Units, indexing, boundary conditions and exceptional cases are defined in the calculation rules above.

Output fieldMeaningValue type
expiredRecordFlagsExpired record flagslist of number
callerEligibilityFlagsCaller eligibility flagslist of number
holdBlockedExpiredCountHold blocked expired countnumber
json
{
  "input": {
    "declaredRetentionExpiryOrdinals": [
      10,
      20,
      30
    ],
    "legalHoldFlags": [
      0,
      1,
      0
    ],
    "requiredReviewCompleteFlags": [
      1,
      1,
      1
    ],
    "asOfDayOrdinal": 25
  },
  "output": {
    "expiredRecordFlags": [
      1,
      1,
      0
    ],
    "callerEligibilityFlags": [
      1,
      0,
      0
    ],
    "holdBlockedExpiredCount": 1
  }
}

Limitations and assumptions

These flags apply supplied workflow facts, not a legal determination or destruction authorization. Incorrect holds, dates or review records produce incorrect eligibility results.

Numeric inputs must be finite. Follow the calculation-specific rules for overflow, underflow and exceptional cases. Numeric lists are limited to 100,000 entries; the rules above may require smaller limits. Missing required fields, extra fields, wrong value types and violations of the calculation rules are input errors.

Alternative or Complementary methods

Use Retention Schedule Trigger Date Calculator: Resolve latest caller qualifying retention trigger from observed event inventory plus explicitly declared day period; no legal schedule selection, calendar-year substitution or disposal authorization. For a complementary task, use GDPR-Style Personal Data Retention Conflict Flag Checker: Audit conflicting independently established retention/deletion deadlines and preserve legal holds for separate review; no GDPR interpretation, precedence resolution or deletion advice.

References

  1. Retention Period Expiry Eligibility Checker — tool.io

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