Compliance & DocumentationPurpose
1.2. Reduce manual lookup of export, import, customs, and regulatory forms (e.g., airworthiness certificates, invoices).
1.3. Ensure timely compilation, validation, and delivery of required documents to authorities, brokers, and clients.
1.4. Aid compliance with constantly updated aviation/export regulations.
Trigger Conditions
2.2. Scheduled customer shipment approaching requiring export documentation.
2.3. Document update request from compliance/regulatory team.
2.4. Customs query for missing documentation.
2.5. Internal audit run or compliance review triggered in quality management system.
Platform Variants
3.1. Microsoft SharePoint
• Function: SharePoint REST API (Search List/Library) — Automate search and retrieval of compliance documents.
• Example: Configure HTTP action with endpoint `/sites/{site}/lists/{list}/items` + query params for document type.
3.2. DocuWare
• Feature: Document Retrieval Workflow — Integrate via REST services for auto-fetching customs docs.
• Example: Use GET `/documents/search?criteria={docType, date}` for aviation paperwork.
3.3. SAP S/4HANA
• API: Document Management Service — Invoke `/A_DocumentInfoRecord` endpoint for relevant certificates or customs forms.
3.4. Salesforce
• API: Files & Content API — Use SOQL to query and retrieve compliance files linked to opportunities or accounts.
3.5. Zoho Docs
• API: Files GET — Endpoint `/api/v1/files?search={keywords}` to fetch export compliance documents.
3.6. Google Drive
• API: Files.list — Query for file metadata with search: `name contains 'export' and mimeType='application/pdf'`.
3.7. Box
• API: Search API — Use parameters for file type, folder, and custom properties (e.g., hs_code or airworthiness).
3.8. Dropbox Business
• API: /files/search_v2 — Script criteria for customs doc types, return direct download links.
3.9. Oracle NetSuite
• SuiteTalk Web Services — Use Document/Transaction queries to filter and compile compliance docs.
3.10. IBM FileNet
• Content Search Service — REST filter search by document properties (e.g., parts shipment, date, country).
3.11. Egnyte
• Search API — Endpoint `/pubapi/v1/search` with filters for document tags (export, customs, compliance).
3.12. M-Files
• REST Search — Call `/objects` endpoint with metadata (order, export, aviation) for compliance records.
3.13. OnBase by Hyland
• Document Retrieval Workflow APIs — Invoke search by doc type/taxonomy and order ID.
3.14. Alfresco
• Public API — Use `/search` endpoint with CMIS queries for document type and keywords.
3.15. OneDrive for Business
• Graph API DriveItem Search — Query items within compliance folders by file name or metadata.
3.16. Smartsheet
• Attachments API — Search attachments for sheets named ‘Export’ or ‘Compliance’ using `/sheets/{sheetId}/attachments`.
3.17. Airtable
• REST API — Use filterByFormula to only return filtered compliance/export docs related to specific records.
3.18. MongoDB
• Atlas Search API — Run filtered queries in collections holding base64/linked compliance files, using indexed fields.
3.19. AWS S3
• S3 ListObjectsV2 — Script prefix/tag-based search in compliance/document buckets.
3.20. Azure Blob Storage
• REST Blob Service — Use container listing and blob metadata filtering for aviation/export files.
3.21. IBM Cloud Object Storage
• REST API — Apply tag-based or folder-based search for retrieval of export compliance docs.
3.22. SAP Ariba
• Procurement API — Search contract/certificate attachments with export or customs tags.
3.23. ShareFile (Citrix)
• Search API — Narrow by keywords/tags: ‘export’, ‘customs’, or part number.
3.24. Monday.com
• Files API — Pull files from item/file columns filtered by compliance-related board/status.
Benefits
4.2. Reduces risk of missing critical compliance or customs documentation.
4.3. Improves shipment lead times and overall customer satisfaction.
4.4. Enhances regulatory audit readiness with automated document traceability.
4.5. Supports scalable document workflows as order volume increases.