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Kofax TotalAgility for Banking from Kofax
Intelligent automation platform for banking operations that combines document capture, management, and process automation. Features include cognitive document automation, mobile capture, e-signature capabilities, case management, and compliance support for banking regulations.
Product analysis by function
Document Management for Operations
Solutions for capturing, storing, managing, and retrieving banking documents and records.
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Document Capture
(9 Yes /9 Known /11 Possible features)
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Multi-Channel Input Ability to import documents from various sources (scanners, email, mobile, direct upload, etc.) |
Kofax marketing and product docs highlight multi-channel input including scanners, email, web, mobile and direct upload as a core functionality for document capture. | |
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Batch Scanning Enables scanning and processing of multiple documents simultaneously. |
Batch scanning is standard in Kofax solutions for enterprise document ingestion and included in TotalAgility for banking use cases. | |
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Optical Character Recognition (OCR) Automatically extracts text from scanned images or PDF files. |
Kofax is a leader in enterprise OCR and cognitive capture; OCR is a core product component. | |
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Barcode Recognition Reads and interprets barcodes to auto-populate metadata fields. |
Barcode recognition is included in Kofax TotalAgility capture to automate metadata population. | |
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Automated Document Classification Ability to identify and sort documents by type or category automatically. |
Automated document classification (by form type, content etc.) is advertised as a document intelligence feature. | |
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Mobile Capture Support Supports capturing and submitting documents via mobile devices. |
Mobile capture support is highlighted for branch and remote staff to submit documents via smartphone/tablet apps. | |
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Document Import Speed The speed at which documents are ingested into the system. |
No information available | |
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File Format Compatibility The number of different file formats supported for import (PDF, DOCX, JPEG, etc.). |
No information available | |
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Auto-Rotation of Scanned Documents Detects and rotates wrongly oriented scanned documents automatically. |
Auto-rotation is a standard Kofax scan and capture image enhancement feature. | |
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Blank Page Removal Automatically detects and removes blank pages during scanning. |
Blank page removal is natively available in Kofax image processing pipeline. | |
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Automatic Quality Enhancement Improves scan quality (brightness, contrast, de-skewing) automatically. |
Automatic quality enhancement (deskew, despeckle, brightness, contrast) is standard in Kofax capture software. |
Document Storage & Archiving
(8 Yes /8 Known /10 Possible features)
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Centralized Repository All documents are stored in a single, secure location. |
Centralized, secure document repository is a core function. Kofax also supports integration with enterprise content management systems. | |
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Document Versioning Tracks and stores previous versions of documents. |
Versioning support described in Kofax documentation for compliant operations. | |
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Retention Policy Management Configurable policies for document retention and automatic disposal. |
Retention and disposal policies (configurable by doc type) highlighted for compliance in financial industries. | |
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Data Encryption At Rest Stores documents in an encrypted format while static. |
Data encryption at rest is promoted as a security compliance feature for Kofax document repositories. | |
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Data Encryption In Transit Encrypts documents as they are transferred within or outside the system. |
Data in transit is encrypted with TLS/SSL according to Kofax security docs. | |
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Compression Efficiency The ability to reduce file size for storage optimization. |
No information available | |
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Disaster Recovery Support Integrated backup and restore functionalities. |
Disaster recovery and backup/restore capability detailed in solution architecture. | |
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Geographic Redundancy Storage of documents in multiple physical locations. |
Kofax supports redundant storage (geo-redundancy) in enterprise and banking deployments. | |
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Storage Capacity Maximum volume of documents/data that can be stored. |
No information available | |
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Long-Term Archiving Formats Support for non-proprietary, standard archiving formats (PDF/A, TIFF, etc.). |
PDF/A and TIFF long-term preservation compliance is stated in technical materials. |
Search & Retrieval
(6 Yes /7 Known /9 Possible features)
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Full-Text Search Ability to search document content (not just metadata). |
Full-text search is available on both metadata and content (via OCR). | |
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Advanced Filtering Multi-criteria searches using fields like date, author, type, etc. |
Search fields include date, type, author, account, and custom fields as part of advanced search. | |
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Search Speed Time taken to return results for large repositories. |
No information available | |
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Image-Based Search Search based on included images or graphical marks. |
Not as far as we are aware.* Image-based retrieval is not generally standard; Kofax supports image search by tag/metadata, but not visual similarity search. | |
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Saved Searches Ability to save complex search queries for reuse. |
Kofax UI allows saving and reusing custom searches. | |
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Tagging Support Supports user-defined tagging for quick retrieval. |
User-defined tagging is supported for document management and retrieval. | |
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Search Result Export Ability to export search results as lists or documents. |
Exporting search result lists is available in Kofax's reporting/export features. | |
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Natural Language Query Support Allows searching using natural, conversational language. |
No information available | |
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Recent Searches History Tracks and allows easy retrieval of recent search queries. |
Recent searches/history visible in the search UI. |
Workflow & Automation
(8 Yes /8 Known /9 Possible features)
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Custom Workflow Creation Allows design and implementation of custom document workflows. |
Custom workflow design/implementation is the platform's main differentiator. | |
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Integration with Core Banking Systems Direct connectivity with key banking platforms for seamless flow. |
No information available | |
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Automated Notifications & Alerts Automatically notify users about required actions or deadlines. |
Automated notifications and workflow alerts available throughout TotalAgility. | |
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Approval Routing Facilitates review and approval chains for documents. |
Approval routing/management is a native workflow automation feature. | |
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Role-Based Task Assignment Automatic assignment of tasks based on user roles. |
Role-based task assignment available based on user credentials and workflow design. | |
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Process Bottleneck Reporting Identifies and reports on delays in document workflows. |
Process bottleneck reports and visual workflow analytics are core dashboard features. | |
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SLAs for Document Handling Supports measurement and enforcement of processing time service levels. |
SLAs for workflow/document processing are supported for regulatory compliance. | |
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Audit Trail Automation Automatically records all workflow steps for compliance. |
Audit trail for workflow and document actions included and configurable for compliance purposes. | |
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Parallel Approval Flows Supports parallel routing for faster document turnaround. |
Parallel approval and review supported in custom workflow configurations. |
Collaboration & Sharing
(6 Yes /6 Known /8 Possible features)
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Granular Permissioning Define visibility and actions at document/folder/user level. |
Granular permissions can be configured at workspace, folder, and document levels. | |
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Secure Internal Sharing Share documents securely within banking teams. |
Secure document sharing within banking teams through controlled access permissions. | |
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Secure External Sharing Enable document sharing with clients, regulators, or external auditors securely. |
External client/auditor sharing is supported with access controls, expiring links, and audit trails. | |
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Real-Time Co-Authoring Multiple users can simultaneously edit select document types. |
No information available | |
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Commenting and Annotations Ability to add comments or markups to documents. |
Commenting and annotation tools are available for collaborative review. | |
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Expiration on Shared Links Links to documents automatically expire after a set period. |
Shared link expiration is offered for external access links. | |
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Activity Stream/Feed Tracks and displays document activities for easy collaboration. |
Activity feed or audit stream is an included part of Kofax for collaborative environments. | |
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Collaborator Count Limit Limit on the number of simultaneous collaborators. |
No information available |
Security & Compliance
(8 Yes /8 Known /9 Possible features)
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Fine-Grained Access Controls Manage permissions for users, groups, or roles with detail. |
Fine-grained access (by group, role, folder, document) is configurable for compliance needs. | |
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Data Masking Obscures sensitive information in documents when viewed by unauthorized users. |
Data masking is available for sensitive data by user role (do not display or redact). | |
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Audit Logging Comprehensive logs of all document access and actions for compliance review. |
Audit logging is detailed and can be exported to meet regulatory needs. | |
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Regulatory Compliance Certification Product has specific certification (GDPR, SOX, GLBA, etc.). |
Kofax TotalAgility advertises compliance certifications e.g. for GDPR, GLBA, SOX. | |
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Multi-Factor Authentication Requires second-level verification for access. |
Multi-factor authentication is available including SMS, OTP, app-based etc. | |
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Watermarking Ability to automatically apply watermarks to sensitive documents. |
Watermarking for sensitive and exportable documents is described in security documents. | |
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Read-Only Document Distribution Restrict documents to view-only mode for specific users or workflows. |
Read-only distribution can be configured at the workflow or user level. | |
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Intrusion Detection Detects and alerts on unauthorized access attempts. |
No information available | |
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End-to-End Encryption Ensures all document data is encrypted from capture to storage. |
End-to-end encryption supported, as highlighted in security architecture whitepapers. |
Integration & Interoperability
(7 Yes /7 Known /8 Possible features)
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API Availability Comprehensive APIs to access and manage documents programmatically. |
REST APIs are well documented for document/metadata interaction (API availability). | |
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Pre-Built Connectors Standard integrations for popular banking, CRM, ERP, and analytics systems. |
Pre-built connectors for common systems like SAP, MS Dynamics, Salesforce, core banking providers. | |
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Single Sign-On (SSO) Support for enterprise identity providers for seamless authentication. |
Single Sign-On (SAML, OpenID, Azure AD) described for banking/enterprise deployments. | |
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Webhooks/Events Provides real-time notifications to external systems. |
Webhooks and event notifications for external systems are available in the workflow engine. | |
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File Sync Support Integrates with enterprise file sync | share platforms (e.g., OneDrive, Box, SharePoint). |
File sync connectors for SharePoint, Box, OneDrive, etc. are featured. | |
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Custom Integration Toolkit Tools or SDKs for building custom connectors. |
Custom connector SDK and dev tools are available for integration scenarios. | |
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Data Import/Export Tools Bulk upload and export to/from other systems. |
Bulk import/export tools are supported for onboarding/archival/migration in enterprise document management. | |
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Integration Scalability The number of concurrent integrations supported. |
No information available |
Usability & User Experience
(8 Yes /8 Known /9 Possible features)
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Modern User Interface Clean, attractive, and responsive UI/UX design. |
Modern UI/UX is emphasized in sales and technical materials; responsive design with dashboards. | |
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Personalized Dashboards Custom dashboards show relevant document tasks and alerts. |
Personalized dashboards for tracking document cases, tasks, and workflow alerts are included. | |
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Accessibility Features Complies with standards for users with disabilities (WCAG, screen reader support). |
Accessibility (WCAG/screen reader) is supported, based on RFP and compliance documentation. | |
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Language Localization Options Supports multiple languages for international banking teams. |
Localizations available for major languages; UI supports multi-language for global banking clients. | |
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Mobile App Availability Dedicated mobile applications for both iOS and Android. |
Kofax offers dedicated mobile apps (iOS and Android) for capture and management. | |
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Performance Speed Average page load or action time. |
No information available | |
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Onboarding & Training Tools Integrated tutorials, help center, and onboarding guides. |
Onboarding, interactive tours, and help center/tutorials are promoted for user ramp-up. | |
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Customizable Shortcuts Users can configure shortcuts for frequent tasks. |
Customizable keyboard shortcuts and quick actions available in the UI configuration. | |
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Bulk Actions Support Ability to perform actions on multiple documents at once. |
Bulk actions (move, delete, assign, export) supported for selected documents. |
Reporting & Analytics
(9 Yes /9 Known /9 Possible features)
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Standard Reports Out-of-the-box reports on document volumes, workflow status, access logs, etc. |
Kofax ships standard reporting templates for workflow, user, and document activity. | |
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Custom Report Builder Create tailor-made reports using selected metrics and filters. |
Custom report builder is described for advanced analytics needs. | |
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Real-Time Dashboards Live visualization of key metrics and statuses. |
Live dashboards visualize processing volumes, statuses, bottlenecks in real time. | |
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Historical Trend Analysis Tracks trends in document and workflow activity over time. |
Historic trend analysis available for workflow metrics in analytical dashboards. | |
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Export to XLS/PDF/CSV Ability to export reports in various standard formats. |
Reports support export to various formats: XLS, CSV, PDF. | |
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Scheduled Report Delivery Automatic report generation and delivery at scheduled intervals. |
Scheduled/automatic report deliveries are supported. | |
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KPI Tracking Ability to define and track key performance indicators. |
KPIs can be defined, visualized, and tracked via custom dashboards and reports. | |
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Usage Analytics Insights on system usage, user activity, and access patterns. |
Usage analytics and adoption reports included for admins. | |
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Compliance Monitoring Reports/alerts for non-compliant document activities. |
Compliance monitoring (alerts, audit, reports) is a primary regulatory selling point. |
E-Signature & Authorization
(8 Yes /8 Known /9 Possible features)
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Integrated E-Signature Natively supports digital signatures within document workflows. |
Integrated e-signature via Kofax SignDoc for natively embedding digital signatures. | |
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Signature Compliance Complies with legal e-signature standards (eIDAS, ESIGN, UETA). |
Kofax e-signature modules comply with eIDAS, UETA, and ESIGN. | |
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Multi-Signatory Workflows Supports multi-party approvals with signatory sequencing. |
Multi-signatory, sequential and parallel e-signature workflows supported. | |
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Signature Expiry & Reminders Expiration dates and reminders for pending signatures. |
Can set signature expiry and automated reminders for pending signatures. | |
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Template Library Pre-built templates for frequently signed document types. |
Library of reusable document/e-signature templates included with SignDoc. | |
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Audit Trail for Signing Chronological record of signing actions. |
Detailed, exportable e-sign audit trail is standard for legal compliance. | |
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Biometric Signature Support Includes biometric (handwriting, fingerprint) signature capture. |
Biometric (finger/stylus/handwritten) signature capture is an option via SignDoc. | |
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Signer Authentication Methods Number of available authentication methods for signers. |
No information available | |
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Bulk Signing Support Ability to sign multiple documents in one action. |
Bulk signing supported for high-volume, batch sign-off cases. |
Document Management Systems for Fund Operations
Platforms for storing, organizing, retrieving, and managing electronic documents related to fund operations, including statements, confirmations, legal documentation, and other records.
More Document Management Systems
More Fund Operations ...
Document Storage and Organization
(0 Yes /0 Known /14 Possible features)
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Folder Hierarchies Ability to organize documents within nested folders and subfolders for logical grouping of records. |
. | No information available |
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Tagging and Metadata Ability to assign tags and metadata (such as document type, date, and fund name) to enhance search and classification. |
. | No information available |
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Bulk Upload Upload multiple documents at once to improve efficiency. |
. | No information available |
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Version Control Track and manage multiple versions of a document with rollback and history features. |
. | No information available |
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Document Templates Pre-defined templates for frequently used document types. |
. | No information available |
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OCR (Optical Character Recognition) Ability to extract text from scanned or imaged documents to enhance searchability. |
. | No information available |
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Document Size Limit Maximum allowed size per uploaded document. |
. | No information available |
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Overall Storage Capacity Total document storage capacity provided by the system. |
. | No information available |
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Drag-and-Drop Upload User-friendly drag-and-drop interface for adding documents. |
. | No information available |
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Automatic File Naming Conventions Ability to standardize naming of documents during upload or save. |
. | No information available |
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Duplicate Detection Identification and warning about duplicate document uploads. |
. | No information available |
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Document Retention Policies Enforce retention, archiving, and deletion rules based on policy and compliance. |
. | No information available |
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Audit Log Track all actions performed on documents for compliance and monitoring. |
. | No information available |
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Custom Taxonomy Support Support for building customized taxonomies according to fund needs. |
. | No information available |
Document Access and Security
(0 Yes /0 Known /14 Possible features)
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Role-Based Access Control Granular access permissions based on user roles. |
. | No information available |
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Single Sign-On (SSO) Integration Integration with enterprise SSO providers for authentication. |
. | No information available |
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Two-Factor Authentication (2FA) Support for two-factor authentication for user logins. |
. | No information available |
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Document Encryption (At Rest) Encryption of documents stored within the system. |
. | No information available |
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Document Encryption (In Transit) Encryption using HTTPS/TLS during upload/download. |
. | No information available |
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Watermarking Ability to watermark sensitive documents to deter unwanted sharing. |
. | No information available |
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Expiry Links / Secure Sharing Time-bound and access-controlled sharing of document links. |
. | No information available |
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Access Logging Detailed tracking of which users accessed which documents and when. |
. | No information available |
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Granular Permission Settings Set permissions for view, edit, or download at the document or folder level. |
. | No information available |
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IP Restrictions Restrict access based on IP address ranges. |
. | No information available |
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User Activity Monitoring Monitor user activities related to document access and downloads in real time. |
. | No information available |
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Remote Document Deletion Ability to remove access to documents remotely if needed (e.g., when permissions change). |
. | No information available |
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Legal Hold Capabilities to place legal holds on documents for compliance or litigation purposes. |
. | No information available |
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Data Loss Prevention (DLP) Integration Integrate with DLP solutions to prevent sensitive data exfiltration. |
. | No information available |
Search and Retrieval
(0 Yes /0 Known /13 Possible features)
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Full-Text Search Ability to search for keywords throughout document content. |
. | No information available |
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Advanced Search Filters Filter results by attributes such as date range, type, fund, tags, or uploader. |
. | No information available |
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Search Speed Typical time to return results for a simple search. |
. | No information available |
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Saved Search Queries Ability to save commonly used search configurations. |
. | No information available |
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Search Result Export Export search results to Excel, PDF, or other formats. |
. | No information available |
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Faceted Search Support for search refinement using hierarchical facets (i.e., fund, year, document type). |
. | No information available |
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Multi-Language Search Support for search queries in multiple languages. |
. | No information available |
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Recent Searches Access a personalized history of recent search queries. |
. | No information available |
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Search Result Ranking Prioritize and order search results by relevance. |
. | No information available |
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Wildcard and Fuzzy Search Advanced search capabilities with partial matches or misspellings. |
. | No information available |
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Batch Retrieval Retrieve and download multiple documents with a single action. |
. | No information available |
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Quick Preview Preview contents of documents directly in the search results window. |
. | No information available |
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Search Audit Trail Log and monitor search activities for compliance. |
. | No information available |
Workflow Automation and Collaboration
(0 Yes /0 Known /13 Possible features)
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Document Approval Workflows Support for custom approval flows, including multiple reviewers and sequential or parallel approval. |
. | No information available |
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Task Assignment Assign review or follow-up tasks related to specific documents. |
. | No information available |
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Workflow Templates Reusable workflow structures for recurring fund processes. |
. | No information available |
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Automated Reminders and Notifications Trigger email or system notifications based on workflow events (e.g., pending approvals, expiries). |
. | No information available |
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Commenting and Threaded Discussions Support threaded communication on documents for context and audit trail. |
. | No information available |
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Document Checkout/Check-in Prevent conflicting edits by requiring check-out for editing and enforced check-in. |
. | No information available |
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e-Signature Integration Integration with electronic signature platforms for contract finalization. |
. | No information available |
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Collaboration Limits Maximum number of simultaneous collaborators per document. |
. | No information available |
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Automated Filing Automatic categorization or routing of documents based on metadata. |
. | No information available |
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Escalation Rules Automated escalation paths for overdue approvals or reviews. |
. | No information available |
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Workflow Status Dashboards Visual dashboards for workflow status, bottlenecks, and pending tasks. |
. | No information available |
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Integration with Communication Tools API or direct integration with email, Slack, Teams, or similar platforms. |
. | No information available |
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Workflow Audit Logs Detailed logs of workflow actions and status changes for compliance. |
. | No information available |
Integration and Interoperability
(0 Yes /0 Known /12 Possible features)
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API Access Provision of RESTful or SOAP APIs to enable integration with external systems. |
. | No information available |
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Data Import/Export Support for importing and exporting data using CSV, XML, or other common formats. |
. | No information available |
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Integration with Core Fund Systems Direct connectivity with accounting, portfolio management, and trade order management platforms. |
. | No information available |
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ERP Integration Capabilities to link with enterprise resource planning software. |
. | No information available |
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Single Sign-On (SSO) Providers Supported Number of SSO providers that can be integrated. |
. | No information available |
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Email System Integration Pull documents directly from corporate email for filing. |
. | No information available |
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Custom Script Support Support for deploying custom automation scripts. |
. | No information available |
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Mobile App Integration APIs or connectors for use within mobile platforms. |
. | No information available |
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Webhook Support Ability to trigger events in other systems via webhooks. |
. | No information available |
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Integration Marketplace Access to a marketplace of pre-built integrations (e.g., DocuSign, Salesforce). |
. | No information available |
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SSO Protocols Supported Types of SSO protocols supported (e.g., OAuth, SAML, OpenID). |
. | No information available |
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Third-party Audit Trail Integration Push audit data to third party GRC (Governance, Risk, and Compliance) platforms. |
. | No information available |
Compliance and Regulatory Features
(0 Yes /0 Known /12 Possible features)
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Regulation-Specific Retention Rules Configurable retention settings for compliance with SEC, MiFID, AIFMD, etc. |
. | No information available |
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WORM (Write Once, Read Many) Support Technological support for immutable storage required for compliance. |
. | No information available |
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Audit Trail Generation Automatic and comprehensive audit trail for user/document actions. |
. | No information available |
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Access Certification Workflows Process for periodic recertification and validation of access rights. |
. | No information available |
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Legal Hold Management Support placing and removing legal holds for litigation readiness. |
. | No information available |
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GDPR and Privacy Support Controls and settings to satisfy GDPR and other privacy laws. |
. | No information available |
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eDiscovery Tools Built-in support for document collection and export for audits or investigations. |
. | No information available |
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Compliance Policy Enforcement Capabilities to enforce internal and regulatory document policies. |
. | No information available |
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Automated Compliance Reporting Automatic generation of compliance status and incident reports. |
. | No information available |
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Customizable Audit Fields Track and include client-specific fields in audit logs. |
. | No information available |
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Regulatory Archive Integration Ability to connect with regulatory-compliant offsite or cloud archive providers. |
. | No information available |
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Tamper Evident Logs Logging system that makes record tampering easily detectable. |
. | No information available |
Performance and Scalability
(0 Yes /0 Known /10 Possible features)
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Concurrent User Capacity Maximum supported number of simultaneous users without performance degradation. |
. | No information available |
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Supported File Count Number of documents the system can manage efficiently. |
. | No information available |
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Maximum Upload Speed Speed limit of document upload per session. |
. | No information available |
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Uptime SLA Guaranteed system uptime per contractual agreement. |
. | No information available |
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Response Time Average platform response time for user actions. |
. | No information available |
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Redundancy and Failover Automatic failover and redundancy mechanisms for continuous availability. |
. | No information available |
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Load Balancing Built-in load balancing to distribute user activity evenly. |
. | No information available |
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Scalable Storage Backend Ability to expand storage seamlessly as document volume grows. |
. | No information available |
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Multi-Region Deployment Deploy system instances across multiple regions for performance and disaster recovery. |
. | No information available |
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Disaster Recovery Time Objective Expected time to recover from a major system disruption. |
. | No information available |
User Experience and Interface
(0 Yes /0 Known /11 Possible features)
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Intuitive Dashboard User-friendly interface with a central dashboard for navigation and alerts. |
. | No information available |
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Customizable Views Users can customize views and sort orders to fit individual preferences. |
. | No information available |
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Accessibility Compliance Support for ADA/WCAG accessibility standards. |
. | No information available |
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Responsive Design Interface adapts for use on mobile, tablet, and desktop. |
. | No information available |
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Multi-Language UI User interface can be displayed in multiple languages. |
. | No information available |
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In-app Help and Tutorials Onboarding help, guides, and contextual tutorials built-in. |
. | No information available |
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Theme/Brand Customization White-labeling or branding capabilities. |
. | No information available |
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Keyboard Shortcuts Support for keyboard shortcuts to speed up navigation. |
. | No information available |
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Pinned / Favorite Documents Ability to pin or favorite documents for quick access. |
. | No information available |
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Recent Activity Feed List/display of recent user and document activity. |
. | No information available |
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Notification Center Central repository for all user alerts and notifications. |
. | No information available |
Reporting and Analytics
(0 Yes /0 Known /10 Possible features)
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Activity Reports Usage reports on uploads, downloads, shares, and other activities. |
. | No information available |
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Document Lifecycle Reports Reporting on document creation, changes, and deletion history. |
. | No information available |
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Compliance Reports Pre-built or configurable reports supporting compliance audits. |
. | No information available |
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System Health Dashboards Visualization of system uptime, usage, and performance metrics. |
. | No information available |
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Custom Report Builder Ability for users to build and schedule custom reports. |
. | No information available |
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Exportable Analytics Data Export analytics and reporting data in various formats for additional analysis. |
. | No information available |
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Report Scheduling Automated generation and delivery of periodic reports (daily, weekly, monthly). |
. | No information available |
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User Adoption Metrics Measure adoption and usage across teams or departments. |
. | No information available |
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Exception Reports Highlight documents or actions that fall outside of expected controls or workflows. |
. | No information available |
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API Access to Reports Developer access to raw report data via API. |
. | No information available |
Backup, Recovery, and Business Continuity
(0 Yes /0 Known /10 Possible features)
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Automated Backups Regular, scheduled backups of all document and metadata. |
. | No information available |
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Backup Frequency Interval at which backups are performed. |
. | No information available |
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Point-in-Time Recovery Recovery to a specific point in time in the event of data loss. |
. | No information available |
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Offsite Backup Storage Copies of backups stored in geographically separate locations. |
. | No information available |
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Recovery Time Objective (RTO) Estimated time required to restore service after an incident. |
. | No information available |
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Recovery Point Objective (RPO) Maximum tolerable period in which data might be lost. |
. | No information available |
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Backup Encryption Backed up data is encrypted at rest. |
. | No information available |
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Disaster Recovery Testing Regular, scheduled disaster recovery drills/tests. |
. | No information available |
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Continuous Data Protection Real-time or near real-time backup for critical documents. |
. | No information available |
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Backup Verification Automated verification to ensure backup integrity and completeness. |
. | No information available |
Mobile and Remote Access
(0 Yes /0 Known /10 Possible features)
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Native Mobile Apps Availability of dedicated iOS and Android applications. |
. | No information available |
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Mobile Browser Optimization Web interface optimized for mobile browser use. |
. | No information available |
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Offline Document Access Ability to view key documents without an active internet connection. |
. | No information available |
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Remote Wipe Administrators can remotely delete sensitive data from lost or compromised devices. |
. | No information available |
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Push Notifications Mobile device alerts for important workflow events. |
. | No information available |
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Mobile Document Upload Direct document upload from phone camera or file system. |
. | No information available |
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Mobile Biometric Login Use of device biometrics (fingerprint, FaceID) for authentication. |
. | No information available |
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Device Enrollment Limits Maximum number of devices that can be registered per user. |
. | No information available |
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Mobile Metadata Entry Ability to add tags/metadata to documents during mobile upload. |
. | No information available |
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Mobile Notifications Customization User management of which events trigger mobile alerts. |
. | No information available |
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