Secure storage and retrieval of customer finance documents

Purpose

1. Automate secure storage, access, and retrieval of customer finance documents, ensuring compliance, auditability, rapid availability, and confidentiality throughout the Rolls-Royce dealership’s workflow.

2. Automates policy adherence by archiving signed contracts, loan agreements, credit checks, identification, and financial statements in encrypted cloud repositories.

3. Automation covers document intake (email, uploads, e-signature), validation, categorization, metadata tagging, restricted user access, role-based permissions, version control, encrypted storage, and logs for complete retrieval traceability.

Trigger Conditions

1. Automator triggers when finance documents are emailed, uploaded via dealer portal, or signed electronically.

2. Automated detection of new entries in shared folders (e.g., “Pending Finance Docs”) or integrations with CRM/ERP systems.

3. Automate retrieval requests initiated by finance team, compliance staff, or customer self-service through secure portals or apps.

Platform Variants

1. Box API

• Feature/Setting: Configure “Upload File” and “Get File” endpoints to automate document storage/retrieval in secure folders.
  

2. Dropbox Business API

• Feature/Setting: Use “files/upload” and “files/download” endpoints; automate automating storage of signed finance forms.
  

3. Microsoft OneDrive Graph API

• Feature/Setting: “CreateUploadSession” for large encrypted uploads; “Get Item” for automated document retrieval.
  

4. Google Drive API

• Feature/Setting: “Files.create” for storing; “Files.get” for retrieving finance docs; automate with DLP enforcement policies.
  

5. DocuSign API

• Feature/Setting: “Envelopes: Retrieve Documents” for automating the download of e-signed contracts directly into storage.
  

6. Adobe Sign API

• Feature/Setting: “Get Agreement Documents” automates fetching PDFs post-signature for secure archiving.
  

7. AWS S3

• Feature/Setting: “PutObject” with server-side encryption for uploads; “GetObject” for automating access operations.
  

8. Azure Blob Storage

• Feature/Setting: REST API “Put Blob” and “Get Blob”; automate role-based access and retention policies compliance.
  

9. Google Cloud Storage

• Feature/Setting: “objects.insert” for automating uploads, “objects.get” for retrieval, both with automatic encryption.
  

10. ShareFile

• Feature/Setting: “/items” endpoint for automating secure upload/download with access logging.
  

11. Egnyte

• Feature/Setting: “/v1/fileops/upload” and “/v1/fileops/download” APIs automating document lifecycle.
  

12. M-Files API

• Feature/Setting: “UploadFile” and “GetObjectFile” endpoints; automates tagging by customer/deal ID.
  

13. Zoho WorkDrive

• Feature/Setting: “Files API” for automated import/export of financial contracts tied to CRM workflow triggers.
  

14. PandaDoc API

• Feature/Setting: “Download Document” automator to move final agreements into secure dealership folders.
  

15. NetDocuments

• Feature/Setting: “UploadDocument” and “GetDocument” automates finance doc management integrations.
  

16. Salesforce Files Connect

• Feature/Setting: “Connect API” automates archiving opportunity documents upon status change.
  

17. Laserfiche API

• Feature/Setting: “ImportDocument” and “GetDocumentContent” for automated compliance-driven archiving.
  

18. IBM Cloud Object Storage

• Feature/Setting: “PUT Object”/“GET Object” REST APIs with automated encryption configuration.
  

19. SharePoint Online REST API

• Feature/Setting: “Add attachment” and “Get file by id”; automates structured finance doc libraries per customer.
  

20. Ironclad API

• Feature/Setting: “DownloadContract” endpoint automating integrations for contract finalization.
  

21. Citrix Content Collaboration API

• Feature/Setting: “Upload File”/“Download File” for automating secure delivery and retrieval.
  

22. OnBase API

• Feature/Setting: “Document Upload” and “Document Retrieval” automator activities within ECM workflows.
  

Benefits

1. Automates end-to-end finance documentation lifecycle, reducing manual handling risks and errors.

2. Automated encryption, logging, and access control help maintain compliance for audits and data privacy.

3. Accelerates finance turnaround times by automating instant document availability for authorized users/teams.

4. Automator unifies data from multiple intake sources and enforces naming, metadata, and retention standards automatically.

5. Automated retrieval and notification minimize document loss and improve customer and compliance team satisfaction.