The rules engine is at the heart of RecordPoint. Rules are used to evaluate content that is created within SharePoint to identify how to classify, retain and treat content. Rules tie together one or more patterns with a specific outcome. Patterns are used to provide levels of specificity required to identify and group content. An outcome can be defined as a classification linked to a specific retention schedule or action.

In order to begin creating rules, you must first define the term store then proceed to create patterns, outcomes and rules.