Data, Compliance & AnalyticsPurpose
1.2. Ensure all regulatory, financial, safety, and transaction records are securely stored and simple to retrieve for authorities and analytics engines.
1.3. Automate routing, logging, backup, retention, and deletion of documents as per alternative fuel industry regulations.
Trigger Conditions
2.2. New fuel transaction completed or closed shift report generated.
2.3. Scheduled archiving event (e.g., daily/weekly/monthly batch process).
2.4. Receipt of compliance or audit notification.
2.5. Document expiry/retention policy threshold reached.
Platform Variants
• Feature/Setting: Document Library Automation; API: /_api/web/lists; Configure for upload, permission controls, retention policy.
3.2. Google Drive
• Feature/Setting: Drive API v3; Configure for auto-upload, folder structuring, and Google Vault retention.
3.3. Dropbox
• Feature/Setting: Dropbox API /files/upload; Automate secure upload, shared folder access, and deletion schedules.
3.4. Box
• Feature/Setting: Box Content API; Setup folders by station/location, custom access, watermarking, retention.
3.5. DocuWare
• Feature/Setting: REST API; Configure for rules-based archiving, tagged indexing, and workflow triggers.
3.6. AWS S3
• Feature/Setting: S3 Bucket Policies/Lifecycle Rules; Encrypt on upload, multi-region backup, versioning, retention.
3.7. Azure Blob Storage
• Feature/Setting: Secure Containers; API for document write with storage tiers and legal hold policy.
3.8. Google Cloud Storage
• Feature/Setting: IAM roles, Retention Policy; Event-based archiving, encryption, location targeting.
3.9. Egnyte
• Feature/Setting: Egnyte API; Set permissions, automate uploads by station/user, retention period setup.
3.10. OneDrive for Business
• Feature/Setting: Graph API; Auto-move documents to secure folders, generate sharing links, detect sensitive info.
3.11. M-Files
• Feature/Setting: Automated classification; Vault structure by document type, retention triggers.
3.12. OnBase (Hyland)
• Feature/Setting: Workflow Automation; Set up ingest, classification, and compliance hold workflow.
3.13. Laserfiche
• Feature/Setting: Laserfiche Workflow API; Configure for eForm document capture, automated archival.
3.14. OpenText Content Suite
• Feature/Setting: Content Server REST API; Metadata tagging, document locking, lifecycle automation.
3.15. Citrix ShareFile
• Feature/Setting: Secure Folder; API-based uploads, notifications, and expiry-based deletions.
3.16. IBM FileNet
• Feature/Setting: Content Engine REST API; Configure repository partitions by compliance zone.
3.17. Alfresco
• Feature/Setting: ADF API, Automated triggers; Document rules for quarantine, retention, user access.
3.18. Zoho WorkDrive
• Feature/Setting: Zoho WorkDrive API; Share/Lock folders, automate archival routines, track access logs.
3.19. SAP Document Management
• Feature/Setting: DMS API, Repository Categorization; Assign to compliance categories, audit trail enablement.
3.20. NetDocuments
• Feature/Setting: ndThread Automation; Integrate for secure upload, document tagging, retention reminders.
3.21. Slack (Files)
• Feature/Setting: Slack Files API; Auto-save files posted to channels to dedicated, private archives.
3.22. ServiceNow
• Feature/Setting: Document Record Automation; Set triggers for attachment archiving based on ticket closure.
3.23. AirTable
• Feature/Setting: Attachment Field Automation; Upload files, sort by compliance tags, set review schedules.
Benefits
4.2. Accelerates audit readiness and regulatory response.
4.3. Improves operational transparency and data retrieval speed.
4.4. Enables analytics on document lifecycle and compliance trends.
4.5. Fortifies security with encryption, access control, and automated retention/deletion.