The Data Loader is used as a general utility for inserting and updating key metadata. In particular, the Data Loader serves in the following sample scenarios:

• Conversion of legacy records metadata: To import all key metadata in a functional manner.

• Intake: To add new matters, either as the result of a NBI workflow, or through a feed from the Time and Billing system.

• File Close: To update or trigger retention on certain files based on the status in another system.

This section details the following:

• Records Manager Data Loader Overview
• Run the Data Loader Command
• Recommendations for using Data Loader
• Example Data Files