A situation I've come across a lot recently when implementing classification schemes for clients is the situation where total retention often looks something like:

Event + 40 years

Event = Date first record created in [record series]

And:

Event + 20 years

Event = Date last record added to [record series]

If anyone else has come across this, how have you been implementing it? I've been doing it a certain way but I'm not currently completely satisfied with it - basically I'll have a cutoff event that has date first added and date last added as two events, requiring any. Then for retention I'll have 40 years with alternate, and the alternate is if last record added is set, which switches it to 20 year retention.

Does anyone have any other ways they're achieving this? I'm just curious if there's a better way to handle this.

Thanks!