364 IBM Content Manager OnDemand Guide
16.4  Enhanced Retention Management use cases
Enhanced Retention Management provides two methods that allow users to place documents 
in a hold status: 
/SM590000Ad hoc: Use the ad hoc method to put documents in a hold status selectively based on 
their search criteria. 
/SM590000Load: The load method places documents in a hold status at load time. 
The following sections present two use cases that provide examples of these methods.
16.4.1  Ad hoc holds
A healthcare firm receives frequent ongoing requests to find documents that must be 
gathered and protected from deletion because of a legal case that involves the firm’s 
customers. Historically, retention management was a paper-based world of file folders, filing 
cabinets, and off-site warehouses with elaborate and costly storage requirements. Retention 
management changed dramatically with the rapid proliferation of digital information.
The challenges of locating and retaining documents quickly was a problem for the firm until 
they set up Content Manager OnDemand as its standard tool for capturing documents. 
Content Manager OnDemand can capture high volumes of content and quickly search and 
retrieve documents with multiple client solutions for both desktop and standard web browsers. 
By using Content Manager OnDemand, the firm was able to enable the Enhanced Retention 
Management feature and have a business solution to select, hold, and prevent expiration of 
documents easily within seconds. The return on investment (ROI) easily justified the 
investment in the Enhanced Retention Management feature. 
16.4.2  Load holds
A financial firm has a business requirement to review transactions for the day before they 
release the transactions for viewing by their customer base. Content Manager OnDemand is 
used as the enterprise report capture solution. The firm wants to use Content Manager 
OnDemand to build a simplistic workflow. The solution also must be able to put the 
documents back in a hold status quickly to prevent any expiration rules that are assigned by 
the Content Manager OnDemand application from running. 
By enabling the Enhanced Retention Management feature and its “hold on store” capability, 
the firm has a solution that meets its business requirements. By placing every document on 
hold in a specific application group in Content Manager OnDemand, the process is controlled 
by entitlements. User A (the reviewer) has administrator rights to apply and remove holds on 
documents. After the document is reviewed, User A releases the hold, which signifies to User 
A’s application area that the document was reviewed.