Records and retention

Understand your records.
Support retention.

Classify stored content and extract facts for records review and retention processes. Configure the processing around your examples.

See what the content contains.

Names and storage locations rarely tell the whole story. Classify a defined collection and capture information your records process can use.

Stored correspondence becomes structured information for records review.A stored application enquiry is classified and its subject, reference, summary and review destination are extracted. All five fields feed the records system, reporting and records review. Retention decisions and actions follow the organisation’s policies and arrangements.

Define the collection

Choose the content and the questions you need to answer.

Capture useful facts

Apply classification and extraction. Keep the results in a consistent structure.

Support records review

Group related material for review. Retention decisions and actions follow your organisation's policies and arrangements.

Connect the collection to your process.

Use an adapter

Discover has adapters for Outlook, SharePoint and SQL. Connect selected content to classification and extraction, with useful outputs defined around your records process.

Use the APIs

Send content from a system and receive structured results. Include processing within new or existing systems and processes.

Configure from examples. Test before wider use.

Build from examples without writing code. Shape available processing capabilities around the collection and the information you need.

Provide examples

Use content from the collection and show the expected results.

Review the output

Test representative records and refine classifications and extracted information.

Manage changes

Test new versions and control publication before applying changes more widely.

Own the data you create.

Discover runs in your Azure environment. You retain ownership of the source content and the structured, sovereign dataset created from it.

Reuse the results

Use structured output to organise information, support analysis and feed further automation.

Control the workflow

Testing, cost visibility and controls for access and workflow changes support operation.

Assess at scale

Evaluate quality, processing speed and cost for the content and volumes involved.

Start with a defined collection.

Walk through the content, useful outputs and next steps in your records and retention process.