Case archiving is a strategy for long-term retention of cases and case attachments in Pega Cloud. By defining the conditions that move inactive cases to secondary storage, you can improve application performance.

For example, you can archive resolved Auto Loan cases that are older than 2 years. During your yearly audit, you can demonstrate compliance by finding archived cases in search or navigating to your Amazon S3 bucket.

The following figures illustrate an example archival policy and the available scheduling options.

Archival settings for a case type

Options on the Job Scheduler form

To maximize performance, encourage your administrator to schedule archiving jobs during times when there is low demand for case workers.

For more information, see Archiving cases.