Compliance & Audit PreparationPurpose
1.2. Automates classification, review, and retention period assignment across archived storage, supporting audits and reducing manual effort.
1.3. Ensures all files in archive repositories receive up-to-date automated retention rules, preventing accidental data loss or unauthorized deletion.
1.4. Automatedly enables consistent enforcement and auditability of information management practices, crucial for compliance and risk minimization.
Trigger Conditions
2.2. Scheduled automation runs at set intervals (e.g., daily, weekly, monthly).
2.3. Manual trigger by compliance staff for on-demand retention automation.
2.4. Automated changes in regulatory requirements or retention policies.
2.5. System trigger upon status change (e.g., file status moved to ‘archived’).
Platform variants
• Feature/Setting: Site retention policies, automate via Microsoft Graph API – /sites/{site-id}/retentionLabels
3.2. Google Drive
• Feature/Setting: Google Vault, automate with Drive API – files.update(), set ‘labels’ for retention.
3.3. AWS S3
• Feature/Setting: Lifecycle Policies, automate with S3 Management API – PutBucketLifecycleConfiguration.
3.4. Box
• Feature/Setting: Retention Policies, automate with Box API – POST /retention_policies.
3.5. Dropbox Business
• Feature/Setting: File properties automation, automate with Dropbox API – files/properties/add.
3.6. Egnyte
• Feature/Setting: Automated File Lifecycle Policies via Egnyte API – POST /retentions.
3.7. OpenText Content Suite
• Feature/Setting: Retention Schedule, automate with Content Suite REST API – POST /RetentionSchedules.
3.8. IBM FileNet
• Feature/Setting: File Plan, automate with FileNet Content Engine API – filePlan.applyRetention().
3.9. M-Files
• Feature/Setting: Automated Retention Classes, automate via M-Files API – AssignRetentionClassToObject.
3.10. Alfresco
• Feature/Setting: Records Management policy, automate with Alfresco API – POST /records-management/retention.
3.11. Citrix ShareFile
• Feature/Setting: Retention Policies, automate with ShareFile API – RetentionPolicy.Create.
3.12. Laserfiche
• Feature/Setting: Workflow automation, automate via REST API – Workflows/ApplyRetention.
3.13. Smarsh
• Feature/Setting: Automated Retention, automate with Smarsh API – retentionPolicies/update.
3.14. Iron Mountain InSight
• Feature/Setting: Automated Retention Schedules, automate via InSight API – retentionPolicies/set.
3.15. iManage
• Feature/Setting: File Retention, automate with iManage API – PUT /v1/retention-policies.
3.16. NetDocuments
• Feature/Setting: Workspace retention automation, automate with NetDocuments API – POST /retentionPolicies.
3.17. OneDrive for Business
• Feature/Setting: Automated Retention Labels, automate with Microsoft Graph API – /drives/{drive-id}/items/{item-id}/retentionLabel.
3.18. Google Workspace Vault
• Feature/Setting: Retention rules automation, automate using Vault API – matters.create, retention.add.
3.19. Dropbox API
• Feature/Setting: Automated file tagging for retention, automate with /files/update_properties.
3.20. AWS Glacier
• Feature/Setting: Vault Lock for retention, automate with Glacier API – InitiateVaultLock.
Benefits
4.2. Automatedly supports audit trails and reporting for governance.
4.3. Saves staff resources via automation of repetitive rules assignment.
4.4. Enables scalable, automatable enforcement across large file repositories.
4.5. Minimizes risk with consistent, rule-based automation of data lifecycle controls.
4.6. Provides evidence for regulatory or internal automated audit preparation.
4.7. Automating retention reduces accidental over-retention or under-retention.
4.8. Streamlines compliance checks through automated triggers and enforcement.
4.9. Speeds up response time for audits with automated, ready compliance artefacts.
4.10. Automatedly integrates with existing archiving infrastructure for seamless workflow automation.