use case — records-management modernisation.
The records officer's mandate has shifted across every regulated vertical: from a quarterly clean-up project to a continuous, electronic, audit-anchored workflow. NARA M-23-07 made it explicit for federal agencies; IATF / AS9100 / ISO 13485 demand the same posture in manufacturing; FINRA + SEC + state sunshine laws drive it in financial services and public sector. The platform that makes records-management continuous wins the next decade.
Talk to a solutions engineer · Read the consolidate-document-sprawl pillar
team profile.
| Dimension | Profile |
|---|---|
| Trigger | Mandate deadline (M-23-07, FDA NPRM, EU AI Act), legacy ECM end-of-life, IG / NARA / regulator audit finding |
| Buying centre | Records Officer / Quality Records Manager + CIO + CCO + GC |
| Vertical | Public Sector, Manufacturing, HLS, FSI primarily |
| Decision timeline | 6-18 months; aligned to mandate effective date |
TeamSync's answer.
1. File plan as continuous workflow.
Intelligent Repository hosts the file plan / records-control-schedule as a structured TeamSync document. Records inherit classification on capture; the inventory is live, not survey-derived.
2. Auto-classification + capture.
Metadata Extraction, OCR & ICR reads inbound content (paper, scan, email, form); auto-classification populates required fields; reviewer approval where uncertain.
3. Disposition workflow runs continuously.
Business Process Automation executes scheduled disposition events. Holds (legal, customer, regulator) suspend disposition; release returns to schedule; certificate of destruction generated and anchored.
4. Hold management integrated.
Per-record holds + per-class holds + per-data-subject holds. Hold reasons + lifecycles tracked per overlay (NARA / IG / litigation / regulator).
5. Audit ledger anchors every records event.
Merkle audit ledger anchors capture, classification, hold-on, hold-off, disposition, destruction. NARA / IG / customer-audit answered from cryptographic record.
6. Phased migration off the legacy estate.
Federation-first; legacy ECM (Documentum / FileNet / OpenText / Hyland legacy) decommissioned on a multi-year calendar.
Coexistence narrative.---
CTAs.
| Role | Action |
|---|---|
| Records Officer (NARA / state / city) | Records Officer page |
| Quality Records Manager (Mfg / HLS) | Quality Records Manager page |
| Federal Agency CIO | Federal Agency CIO page |
| CIO escaping legacy ECM | Legacy ECM CIO page |
Related capabilities
- Intelligent Repository, Business Process Automation, Metadata Extraction, OCR & ICR, RBAC + Backup, Tamper-evident audit ledger