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Purpose

Determines which Third Party claims are eligible for document deletion based on retention policies

Business workflow

Called in Automic by ARCH.ONBASE.PROCESS.3P.RETENTION.EOM

Window / visual interface

Console app, no UI

Function and behavior

  • Gets claim IDs for retention processing from Imaging API
    • This is based on the months/day/year passed in as an argument
  • Processes retention for each claim
  • Marks retention claims as processed through Imaging API

Data needs

Onbase access through ImagingAPI

Test plan

?

Prior Documentation

Generated documentation

Full documentation is available at docs/index.md.

Unit Purpose Index Documentation
ProcessOB3PRetention (application) Scheduled console application that identifies third-party claims due for retention-policy deletion and coordinates archival and processed status. Index Docs
OBRetentionService (consumed SOAP client) WCF SOAP proxy used by the application to submit third-party retention claims to the OnBase archival service. Index Docs

Last updated: 2026-10-06

Sources

  • ProcessOB3PRetention\ProcessOB3PRetention.csproj
  • docs/applications/processob3pretention/index.md
  • docs/clients/obretentionservice/index.md