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Microsoft Purview Information Protection & Records Management from Microsoft

End-to-end encryption, immutable storage, policy-enforced retention, flexible governance, audit logging, compliance with global regulations (e.g., GDPR, HIPAA, SEC 17a-4, NAIC, etc.), and seamless integration with Office 365 and Teams.

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Product analysis by function

Secure Document Storage Systems for Compliance and Legal

Specialized hardware and software solutions that maintain sensitive legal and compliance documents with appropriate security, retention, and destruction protocols.
More Secure Document Storage Systems More Compliance and Legal ...

Security and Access Control
(0 Yes /0 Known /14 Possible features)

Document Management and Organization
(0 Yes /0 Known /15 Possible features)

Compliance and Legal Policy Enforcement
(0 Yes /0 Known /12 Possible features)

System Integration and Interoperability
(0 Yes /0 Known /10 Possible features)

Storage, Scalability, and Performance
(0 Yes /0 Known /10 Possible features)

User Experience and Accessibility
(0 Yes /0 Known /10 Possible features)

Audit, Monitoring, and Reporting
(0 Yes /0 Known /9 Possible features)

Retention and Destruction Processing
(0 Yes /0 Known /9 Possible features)

Hardware and Deployment Options
(0 Yes /0 Known /7 Possible features)

Support, Maintenance, and Vendor Services
(0 Yes /0 Known /8 Possible features)

Business Continuity and Resilience
(0 Yes /0 Known /8 Possible features)

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Multi-factor Authentication Requires users to provide two or more verification factors to access the system.		No information available
Role-based Access Control Allows differentiated access based on job functions or levels of authorization.		No information available
Data Encryption (At Rest) Encrypts documents while stored in the system.		No information available
Data Encryption (In Transit) Encrypts documents as they are sent across networks.		No information available
Single Sign-On (SSO) Permits users to log in with a single set of credentials via integrations with SSO platforms.		No information available
IP Whitelisting/Blacklisting Restricts access based on allowed or disallowed IP addresses or ranges.		No information available
Automatic Session Timeout Terminates inactive user sessions after a specified period.		No information available
Granular Permission Settings Allows specific permissions (view, edit, delete, share) to be assigned at a document or folder level.		No information available
User Activity Logging Automatically records all document access and interaction for audit purposes.		No information available
Admin Controls Enables administrators to monitor and manage user accounts, roles, and privileges centrally.		No information available
Configurable Password Policies Enforces password complexity, expiration, and reuse limitations.		No information available
Audit Trail Immutability Ensures logs and audit trails cannot be altered or deleted.		No information available
Device Authentication Enforces that only authorized devices can access the system.		No information available
Geo-fencing Limits document access to approved geographic locations.		No information available

Full-Text Search Supports searching of content within documents for keywords or phrases.		No information available
Metadata Tagging Enables attaching custom tags or metadata to aid in classification and retrieval.		No information available
Document Version Control Maintains multiple versions of a document with history and rollback functionality.		No information available
Automatic File Organization Automatically files documents into correct folders/categories based on rules or AI.		No information available
Bulk Import & Export Allows large amounts of documents to be imported/exported simultaneously.		No information available
Optical Character Recognition (OCR) Extracts and indexes text from scanned or image-based documents.		No information available
Custom Folder Structures Supports user-defined hierarchies and folder structures.		No information available
Bookmarking/Quick Access Allows commonly used or critical documents to be bookmarked for fast retrieval.		No information available
Advanced Filtering Options Filter documents by date, type, metadata, tags, and more.		No information available
Check-in/Check-out Control Manages document edits by allowing only one active editor at a time.		No information available
Duplicate Detection & Cleanup Identifies and manages duplicate files/documents within the system.		No information available
Document Linking/Referencing Enables connecting related documents for easier navigation.		No information available
Retention Labeling Applies automated retention periods based on document type.		No information available
Document Previews Generates inline previews without downloading documents.		No information available
Batch Processing Permits actions or changes on groups of documents simultaneously.		No information available

Automated Retention Schedules Automates setting and enforcing document retention periods.		No information available
Legal Hold Management Prevents documents from deletion or alteration during ongoing investigations or litigation.		No information available
Regulatory Compliance Templates Prebuilt policy templates aligned with regulations (e.g., GDPR, HIPAA, SEC, NAIC).		No information available
Comprehensive Audit Trails Produces detailed, timestamped logs for all access, changes, and destruction actions.		No information available
Certificate of Destruction Generates official documentation certifying permanent document deletion.		No information available
Automated Policy Updates System updates compliance requirements as regulatory landscape changes.		No information available
Retention Exception Handling Handles exceptions to normal retention policies (e.g., litigation holds, early deletion).		No information available
Destruction Approval Workflow Requires secondary or multi-person authorization to delete regulated documents.		No information available
Policy Enforcement Reporting Reports on policy enforcement, violations, and exceptions for internal/external audit.		No information available
Policy Customization Allows creation of user-defined compliance and retention policies.		No information available
Event-based Retention Triggers Retention/destruction is triggered by predefined business events (policy maturity, claim settlement, etc).		No information available
External Regulatory Feed Integration Connects system to regulatory feeds for real-time compliance updates.		No information available

API Access Provides a documented API for programmatic interaction with the system.		No information available
Native Integration with Insurance Platforms Out-of-the-box support for top insurance and legal compliance solutions (e.g., Guidewire, Duck Creek).		No information available
Batch Import/Export Connectors Supports bulk data exchange between systems using ETL tools or file transfer.		No information available
Single Sign-On Integration Seamless authentication with enterprise identity management providers.		No information available
Document Synchronization Ability to sync documents with external cloud storage (e.g., SharePoint, OneDrive, Box).		No information available
Email Integration Allows storage and retrieval of documents via email messages.		No information available
Customizable Webhooks Sends event notifications to external systems based on actions or triggers.		No information available
Legacy System Support Supports data migration from old or legacy document management platforms.		No information available
E-signature Integration Built-in or integrated electronic signing for compliance documents.		No information available
Mobile App Integration Ensures robust interoperability with iOS and Android mobile platforms.		No information available

Maximum Storage Capacity The total volume of data the system can manage without degradation.		No information available
Maximum Concurrent Users Number of users who can simultaneously access the platform.		No information available
Average Document Retrieval Speed Median time for a user to retrieve a typical document.		No information available
Storage Redundancy Utilizes redundant storage for high-availability and disaster recovery.		No information available
Elastic Scalability System can automatically scale storage and compute to handle workload spikes.		No information available
Disaster Recovery RPO Maximum tolerable data loss measured as Recovery Point Objective.		No information available
Disaster Recovery RTO Maximum tolerable recovery time after disaster (Recovery Time Objective).		No information available
System Uptime Guarantee Guaranteed percentage of time the system is operational and available.		No information available
Data Center Geographic Diversity Stores data across multiple physical regions to mitigate risk.		No information available
Auto-Archiving Automatically transfers older or infrequently accessed documents to lower-cost storage tiers.		No information available

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Financial Technology Year

Microsoft Purview Information Protection & Records Management from Microsoft

Product analysis by function

Secure Document Storage Systems for Compliance and Legal

Security and Access Control
(0 Yes /0 Known /14 Possible features)

Document Management and Organization
(0 Yes /0 Known /15 Possible features)

Compliance and Legal Policy Enforcement
(0 Yes /0 Known /12 Possible features)

System Integration and Interoperability
(0 Yes /0 Known /10 Possible features)

Storage, Scalability, and Performance
(0 Yes /0 Known /10 Possible features)

User Experience and Accessibility
(0 Yes /0 Known /10 Possible features)

Audit, Monitoring, and Reporting
(0 Yes /0 Known /9 Possible features)

Retention and Destruction Processing
(0 Yes /0 Known /9 Possible features)

Hardware and Deployment Options
(0 Yes /0 Known /7 Possible features)

Support, Maintenance, and Vendor Services
(0 Yes /0 Known /8 Possible features)

Business Continuity and Resilience
(0 Yes /0 Known /8 Possible features)

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Customizable User Dashboard Users can tailor dashboard views and features based on roles and preferences.		No information available
Accessibility Compliance System meets accessibility standards (e.g., WCAG, Section 508).		No information available
Mobile Responsiveness Platform is usable on a variety of mobile devices/browsers.		No information available
Drag-and-Drop Uploads Users can easily upload and organize documents using drag-and-drop functionality.		No information available
Multi-Language Support Provides system UI options in multiple languages.		No information available
In-product Guided Help Contextual assistance and tooltips provided within the application.		No information available
Customizable Notifications Users can configure types and methods of system notifications.		No information available
Advanced Search Suggestions Intelligent prompts to speed document search/discovery.		No information available
Offline Document Access Documents or folders can be temporarily accessed offline.		No information available
Bulk Action Tools Perform bulk edits, deletions, moves, or tagging efficiently.		No information available

Real-time Audit Logging Instant capture of user actions with timestamp and geolocation (if available).		No information available
Automated Anomaly Detection System monitors for unusual or potentially unauthorized access patterns.		No information available
Customizable Compliance Reports Polished, exportable reports tailored for auditors or regulators.		No information available
Exportable Access Logs Full user and document logs exportable in common data formats.		No information available
Automated Scheduled Reports System can generate and send recurring reports on document status/compliance.		No information available
Event Notification System Alerts admins to key events such as failed logins, policy violations, or large deletions.		No information available
Tamper-Proof Audit Trail Immutability and timestamping ensure audit integrity.		No information available
Custom Dashboard Widgets Admin dashboards support custom reporting modules/widgets.		No information available
Integration with SIEM Tools Connects directly with security information and event management systems.		No information available

Automated Deletion Scheduling Enables pre-set calendar or rules-based automatic deletion of expired documents.		No information available
Secure Erasure Process Overwrites files securely so they are unrecoverable.		No information available
Manual Override Capabilities Authorizes certain users to bypass normal destruction timelines when justified.		No information available
Destruction Workflow Approval Requires supervisor approval before destruction of high-risk or protected records.		No information available
Destruction Receipt Generation System documents and acknowledges every completed deletion process.		No information available
Partial Deletion Support Permits selective removal of specific document elements (e.g., pages).		No information available
Destruction Exception Alerts Alert administrators if a deletion process fails or is delayed.		No information available
Automated Legal Hold Release Automatically allows deletion once a legal hold is removed.		No information available
Retention Clock Support Manages multiple retention start points (creation, signature, claim close, etc.).		No information available

Cloud Deployment Option Supports deployment on leading public/private cloud providers.		No information available
On-Premises Deployment Option Installable and supported on customer-owned infrastructure.		No information available
Hybrid Deployment Support Blends cloud and on-premises resources as needed.		No information available
Data Residency Configuration Ability to select/document where data is physically stored.		No information available
Dedicated Appliance Option Hardware appliance optimized for document security and performance.		No information available
Virtual Appliance Option Supports deployment as a VM in virtualized environments.		No information available
Clustered Storage Nodes Allows scale-out by adding additional hardware nodes.		No information available

24/7 Technical Support Round-the-clock support via phone, email, or chat.		No information available
Guaranteed Response Times (SLA) Timeframe for vendor response to critical incidents.		No information available
Regular Security Patch Updates Automated or manual application of security updates at set intervals.		No information available
On-site Consulting/Training Availability of certified trainers or consultants for staff enablement.		No information available
Migration Assistance Support for securely migrating existing documents from legacy systems.		No information available
Dedicated Account Manager Direct vendor contact for escalations or account-specific issues.		No information available
Comprehensive User Documentation Detailed manuals and help resources for users and administrators.		No information available
Multi-channel Communication Support via multiple channels (phone, chat, email, online portal).		No information available

Automated Backups Scheduled backups to geographically separate locations.		No information available
Backup Frequency How often the system creates backups of stored data.		No information available
Instant Failover Capabilities Automatic system failover to standby resources during failure.		No information available
Periodic DR Drills Scheduled disaster recovery tests to ensure plan effectiveness.		No information available
Ransomware Protection Features Capabilities to detect, prevent, and recover from ransomware attacks.		No information available
Immutable Backup Storage Backups that cannot be altered or deleted within retention period.		No information available
Geographically Distributed DR Sites Uses multiple offsite locations for disaster recovery.		No information available
Continuous Automated Health Checks System monitors itself for immediate detection of faults or outages.		No information available

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Financial Technology Year

Microsoft Purview Information Protection & Records Management from Microsoft

Product analysis by function

Secure Document Storage Systems for Compliance and Legal

Security and Access Control (0 Yes /0 Known /14 Possible features)

Document Management and Organization (0 Yes /0 Known /15 Possible features)

Compliance and Legal Policy Enforcement (0 Yes /0 Known /12 Possible features)

System Integration and Interoperability (0 Yes /0 Known /10 Possible features)

Storage, Scalability, and Performance (0 Yes /0 Known /10 Possible features)

User Experience and Accessibility (0 Yes /0 Known /10 Possible features)

Audit, Monitoring, and Reporting (0 Yes /0 Known /9 Possible features)

Retention and Destruction Processing (0 Yes /0 Known /9 Possible features)

Hardware and Deployment Options (0 Yes /0 Known /7 Possible features)

Support, Maintenance, and Vendor Services (0 Yes /0 Known /8 Possible features)

Business Continuity and Resilience (0 Yes /0 Known /8 Possible features)

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Security and Access Control
(0 Yes /0 Known /14 Possible features)

Document Management and Organization
(0 Yes /0 Known /15 Possible features)

Compliance and Legal Policy Enforcement
(0 Yes /0 Known /12 Possible features)

System Integration and Interoperability
(0 Yes /0 Known /10 Possible features)

Storage, Scalability, and Performance
(0 Yes /0 Known /10 Possible features)

User Experience and Accessibility
(0 Yes /0 Known /10 Possible features)

Audit, Monitoring, and Reporting
(0 Yes /0 Known /9 Possible features)

Retention and Destruction Processing
(0 Yes /0 Known /9 Possible features)

Hardware and Deployment Options
(0 Yes /0 Known /7 Possible features)

Support, Maintenance, and Vendor Services
(0 Yes /0 Known /8 Possible features)

Business Continuity and Resilience
(0 Yes /0 Known /8 Possible features)