MicrosoftMicrosoft Purview

    Records Management

    Formal records declaration, immutability, and defensible disposition.

    Microsoft Purview Records Management provides formal records management for regulated content across Microsoft 365 — declaring records, making them immutable, managing a file plan and retention, and executing defensible disposition. It meets the regulatory requirements that general retention cannot. Faltrox designs the file plan and operates it as managed records management.

    Overview

    What Records Management is

    Regulated industries must manage records to a higher standard than general data retention — records must be declared, made immutable, retained per a defined file plan, and disposed of defensibly with an auditable record of the decision. Microsoft Purview Records Management provides that formal records capability across Microsoft 365.

    It lets you declare content as records (locking it against edit or deletion), manage a file plan of retention categories, apply event-based retention, enforce disposition review before deletion, and maintain a defensible, auditable record of disposition. Built on Data Lifecycle Management, it meets the regulatory records requirements that general retention cannot. Faltrox designs the file plan and retention schedule and operates it as managed records management.

    Coverage

    What it protects

    The platforms, threats, and surfaces this product is built to defend.

    01

    Regulated Records

    Manages formal records for regulated content across Microsoft 365.

    02

    Immutability

    Declares records immutable, locking them against edit and deletion.

    03

    File Plan

    Manages a file plan of retention categories and rules.

    04

    Event-Based Retention

    Applies retention triggered by events, not just fixed periods.

    05

    Defensible Disposition

    Executes disposition review and keeps an auditable disposition record.

    06

    Regulatory Compliance

    Meets records requirements general retention cannot.

    How it works

    The mechanism

    How the product moves from signal to protected state, step by step.

    1. 01

      Plan

      A file plan defines records categories, retention, and disposition rules.

    2. 02

      Declare

      Content is declared as records, locking it against edit or deletion (immutability).

    3. 03

      Retain

      Records are retained per the file plan, including event-based retention.

    4. 04

      Dispose

      Disposition review is enforced before deletion, with an auditable record kept.

    5. 05

      Operate

      Faltrox designs the file plan and operates it as managed records management.

    Capabilities

    Key capabilities

    Records Declaration

    Declares content as formal records, locking it immutable against edit or deletion.

    File Plan Management

    Manages a file plan of retention categories, rules, and disposition.

    Immutability

    Makes records immutable to meet regulatory integrity requirements.

    Event-Based Retention

    Applies retention triggered by events, not just fixed time periods.

    Disposition Review

    Enforces review before deletion for defensible disposition.

    Auditable Disposition

    Maintains a defensible, auditable record of every disposition decision.

    Regulatory Compliance

    Meets the records requirements general retention cannot.

    Purview Integration

    Built on Data Lifecycle Management in the Purview platform.

    Works with

    Part of the platform

    Microsoft products this pairs with, and the Faltrox services that operate it.

    Delivery

    You buy the outcome, not the console

    Managed by Faltrox

    Faltrox licenses, deploys, and tunes Microsoft Records Management for your environment, then runs it as part of a managed service, so you get the protection without staffing another security console.

    See the service

    FAQ

    Common questions

    01How is records management different from data retention?

    General data retention keeps and deletes data on a schedule; records management is the higher standard regulated industries need — declaring content as immutable records, managing a formal file plan, and disposing of records defensibly with an auditable record of the decision. Records Management adds that formality on top of retention.

    02What does "immutable records" mean?

    When content is declared a record, it is locked against edit or deletion for its retention period, so its integrity is guaranteed — which is a regulatory requirement for records in many industries. Even administrators cannot alter a declared record improperly.

    03What is a file plan?

    A structured plan of records categories, each with its retention period, disposition rules, and (where relevant) regulatory citations — the backbone of a records management programme. Faltrox designs the file plan to your regulatory and business requirements.

    04What is defensible disposition?

    Disposing of records at the end of retention through a reviewed, auditable process — so you can demonstrate that records were disposed of appropriately and on schedule, which is a regulatory expectation. Records Management enforces disposition review and keeps the audit record.

    05How does Faltrox operate it?

    We design the file plan and retention schedule, configure records declaration and disposition, and operate it — delivering managed records management that meets your regulatory records obligations across Microsoft 365.

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    Secure what’s next.

    Speak with the engineering team to define scope, walk through the methodology, and decide whether Faltrox is the right team to test and run your environment.

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