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Oracle Content and Experience Cloud from Oracle Financial Services
A collaboration platform that provides secure document management with integration for financial services, allowing for better workflow, secure access and document sharing, and collaboration in investment operations.
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Product analysis by function
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.
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Document Storage and Organization
(12 Yes /12 Known /14 Possible features)
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Folder Hierarchies Ability to organize documents within nested folders and subfolders for logical grouping of records. |
Oracle Content and Experience Cloud supports nested folder structures for organizing documents, as outlined in product documentation. | |
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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. |
Supports tagging and metadata assignment for documents as described in Oracle's data organization features. | |
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Bulk Upload Upload multiple documents at once to improve efficiency. |
Bulk upload is standard; users can drag and drop or select multiple files for upload at once. | |
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Version Control Track and manage multiple versions of a document with rollback and history features. |
Provides detailed version control with rollback capabilities per product documentation. | |
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Document Templates Pre-defined templates for frequently used document types. |
Document templates are supported; administrators can distribute templates for common document types. | |
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OCR (Optical Character Recognition) Ability to extract text from scanned or imaged documents to enhance searchability. |
Oracle CEC supports OCR for text extraction from images and scanned PDFs. | |
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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. |
Drag-and-drop uploading is present in the product UI. | |
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Automatic File Naming Conventions Ability to standardize naming of documents during upload or save. |
Automatic file naming conventions are configurable during upload workflows. | |
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Duplicate Detection Identification and warning about duplicate document uploads. |
Duplicate detection is available; system warns if a document with the same name and content is uploaded. | |
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Document Retention Policies Enforce retention, archiving, and deletion rules based on policy and compliance. |
Document retention policies can be configured to meet compliance needs. | |
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Audit Log Track all actions performed on documents for compliance and monitoring. |
Audit logs for document access and changes are available for compliance and monitoring. | |
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Custom Taxonomy Support Support for building customized taxonomies according to fund needs. |
Supports custom taxonomies to organize documents per organizational needs. |
Document Access and Security
(12 Yes /13 Known /14 Possible features)
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Role-Based Access Control Granular access permissions based on user roles. |
Role-based access control for documents and folders is core to Oracle's offering. | |
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Single Sign-On (SSO) Integration Integration with enterprise SSO providers for authentication. |
Integration with enterprise SSO solutions (SAML, OAuth, etc.) is documented and supported. | |
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Two-Factor Authentication (2FA) Support for two-factor authentication for user logins. |
Two-factor authentication is available for user logins, either native or through integration with identity providers. | |
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Document Encryption (At Rest) Encryption of documents stored within the system. |
Data at rest is encrypted, as part of Oracle Cloud's standard security model. | |
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Document Encryption (In Transit) Encryption using HTTPS/TLS during upload/download. |
Data is encrypted in transit using HTTPS/TLS per Oracle Cloud documentation. | |
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Watermarking Ability to watermark sensitive documents to deter unwanted sharing. |
Not as far as we are aware.* Watermarking is not commonly listed as a built-in feature in Oracle CEC core documentation; third-party tools may be required. | |
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Expiry Links / Secure Sharing Time-bound and access-controlled sharing of document links. |
Supports secure sharing of documents with expiration and link controls. | |
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Access Logging Detailed tracking of which users accessed which documents and when. |
System provides access logs for compliance and security audits. | |
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Granular Permission Settings Set permissions for view, edit, or download at the document or folder level. |
Granular permissions can be defined at both folder and document level. | |
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IP Restrictions Restrict access based on IP address ranges. |
Custom IP restrictions supported via Oracle Identity and Access Management policies. | |
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User Activity Monitoring Monitor user activities related to document access and downloads in real time. |
User activity and document access monitoring is available; Oracle provides real-time dashboards and logs. | |
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Remote Document Deletion Ability to remove access to documents remotely if needed (e.g., when permissions change). |
Documents can be remotely deleted or made inaccessible upon permission changes or administrative action. | |
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Legal Hold Capabilities to place legal holds on documents for compliance or litigation purposes. |
Legal hold capabilities are available and can be applied to documents for regulatory compliance. | |
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Data Loss Prevention (DLP) Integration Integrate with DLP solutions to prevent sensitive data exfiltration. |
No information available |
Search and Retrieval
(12 Yes /12 Known /13 Possible features)
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Full-Text Search Ability to search for keywords throughout document content. |
Full-text search supported for all documents, including OCR-processed files. | |
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Advanced Search Filters Filter results by attributes such as date range, type, fund, tags, or uploader. |
Advanced filtering by metadata and document attributes is integrated into search. | |
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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. |
Users can save search queries for future reuse. | |
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Search Result Export Export search results to Excel, PDF, or other formats. |
Search results can be exported to a variety of formats including Excel and PDF. | |
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Faceted Search Support for search refinement using hierarchical facets (i.e., fund, year, document type). |
Faceted search is available for refinement by multiple document properties. | |
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Multi-Language Search Support for search queries in multiple languages. |
Multi-language search support as per Oracle documentation. | |
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Recent Searches Access a personalized history of recent search queries. |
Recently performed searches are accessible in the user interface. | |
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Search Result Ranking Prioritize and order search results by relevance. |
Results can be ranked by relevance using built-in search algorithms. | |
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Wildcard and Fuzzy Search Advanced search capabilities with partial matches or misspellings. |
Wildcard and fuzzy search functionality is available in advanced search. | |
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Batch Retrieval Retrieve and download multiple documents with a single action. |
Batch retrieval/download of multiple documents is a supported feature. | |
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Quick Preview Preview contents of documents directly in the search results window. |
Quick preview for documents is available within the search interface. | |
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Search Audit Trail Log and monitor search activities for compliance. |
Search audit trails are maintained for compliance. |
Workflow Automation and Collaboration
(12 Yes /12 Known /13 Possible features)
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Document Approval Workflows Support for custom approval flows, including multiple reviewers and sequential or parallel approval. |
Customizable approval workflows, both sequential and parallel, are offered. | |
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Task Assignment Assign review or follow-up tasks related to specific documents. |
Task assignment and tracking is built into collaboration features. | |
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Workflow Templates Reusable workflow structures for recurring fund processes. |
Workflow templates for repeatable approval or review processes supported. | |
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Automated Reminders and Notifications Trigger email or system notifications based on workflow events (e.g., pending approvals, expiries). |
Automated reminders and notifications are configurable in workflow settings. | |
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Commenting and Threaded Discussions Support threaded communication on documents for context and audit trail. |
Documents support commenting and threaded discussions. | |
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Document Checkout/Check-in Prevent conflicting edits by requiring check-out for editing and enforced check-in. |
Check-out/check-in is supported to prevent simultaneous conflicting edits. | |
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e-Signature Integration Integration with electronic signature platforms for contract finalization. |
Supports e-signature integration with platforms like DocuSign and Adobe Sign. | |
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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. |
Automated filing based on metadata can be configured through rules and policies. | |
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Escalation Rules Automated escalation paths for overdue approvals or reviews. |
Support for workflow escalation rules is present in workflow automation. | |
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Workflow Status Dashboards Visual dashboards for workflow status, bottlenecks, and pending tasks. |
Dashboard views of workflow status, bottlenecks, and pending tasks available. | |
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Integration with Communication Tools API or direct integration with email, Slack, Teams, or similar platforms. |
Integrates with email and messaging tools such as Office365, Slack, and Teams. | |
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Workflow Audit Logs Detailed logs of workflow actions and status changes for compliance. |
Detailed audit logs of workflow actions are maintained for compliance. |
Integration and Interoperability
(9 Yes /9 Known /12 Possible features)
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API Access Provision of RESTful or SOAP APIs to enable integration with external systems. |
Robust RESTful APIs for external integrations are part of Oracle's offering. | |
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Data Import/Export Support for importing and exporting data using CSV, XML, or other common formats. |
Supports data import and export in CSV, XML and other formats. | |
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Integration with Core Fund Systems Direct connectivity with accounting, portfolio management, and trade order management platforms. |
Integrates directly with fund accounting and portfolio management systems via APIs. | |
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ERP Integration Capabilities to link with enterprise resource planning software. |
ERP integration is available, including Oracle ERP and 3rd party options. | |
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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. |
Documents and emails can be filed directly from email systems (e.g., Outlook) with connectors. | |
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Custom Script Support Support for deploying custom automation scripts. |
Supports custom automations/scripts via cloud function integration and scripting support. | |
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Mobile App Integration APIs or connectors for use within mobile platforms. |
Mobile APIs and SDKs allow integration with mobile platforms. | |
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Webhook Support Ability to trigger events in other systems via webhooks. |
Webhook support available for integrating with other applications and triggering events. | |
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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. |
Audit data can be exported or pushed to third-party GRC systems per available integrations. |
Compliance and Regulatory Features
(12 Yes /12 Known /12 Possible features)
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Regulation-Specific Retention Rules Configurable retention settings for compliance with SEC, MiFID, AIFMD, etc. |
Retention policy configuration supports SEC, MiFID, AIFMD compliance. | |
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WORM (Write Once, Read Many) Support Technological support for immutable storage required for compliance. |
Oracle supports Write Once Read Many (WORM) for immutable storage when required. | |
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Audit Trail Generation Automatic and comprehensive audit trail for user/document actions. |
Comprehensive audit trails are generated automatically. | |
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Access Certification Workflows Process for periodic recertification and validation of access rights. |
Periodic access certification workflows configurable to enforce access controls. | |
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Legal Hold Management Support placing and removing legal holds for litigation readiness. |
Legal hold management functions are built-in for regulatory litigation readiness. | |
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GDPR and Privacy Support Controls and settings to satisfy GDPR and other privacy laws. |
Privacy features support GDPR and other global privacy requirements. | |
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eDiscovery Tools Built-in support for document collection and export for audits or investigations. |
eDiscovery toolkit for audits and legal investigations is offered. | |
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Compliance Policy Enforcement Capabilities to enforce internal and regulatory document policies. |
Supports compliance policy enforcement for internal/regulatory mandates. | |
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Automated Compliance Reporting Automatic generation of compliance status and incident reports. |
Compliance reporting—including scheduled reports—is supported. | |
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Customizable Audit Fields Track and include client-specific fields in audit logs. |
Custom fields in audit logs can be configured for client requirements. | |
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Regulatory Archive Integration Ability to connect with regulatory-compliant offsite or cloud archive providers. |
Integration with regulatory archive providers and offsite storage partners available. | |
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Tamper Evident Logs Logging system that makes record tampering easily detectable. |
Tamper-evident logs supported using Oracle's secure logging frameworks. |
Performance and Scalability
(4 Yes /4 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. |
Built-in redundancy and automatic failover mechanisms available as standard with Oracle Cloud. | |
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Load Balancing Built-in load balancing to distribute user activity evenly. |
Oracle Cloud infrastructure provides load balancing as a service. | |
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Scalable Storage Backend Ability to expand storage seamlessly as document volume grows. |
Scalable backend provided, scaling is automatic as storage needs increase. | |
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Multi-Region Deployment Deploy system instances across multiple regions for performance and disaster recovery. |
Supports multi-region deployment for disaster recovery and data sovereignty. | |
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Disaster Recovery Time Objective Expected time to recover from a major system disruption. |
No information available |
User Experience and Interface
(10 Yes /10 Known /11 Possible features)
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Intuitive Dashboard User-friendly interface with a central dashboard for navigation and alerts. |
User interface built around a central, intuitive dashboard. | |
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Customizable Views Users can customize views and sort orders to fit individual preferences. |
Users can customize document and folder views as well as sort orders. | |
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Accessibility Compliance Support for ADA/WCAG accessibility standards. |
Accessibility standards compliance (WCAG, ADA) is stated in documentation. | |
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Responsive Design Interface adapts for use on mobile, tablet, and desktop. |
Interface is responsive and adapts to mobile, tablet, and desktop. | |
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Multi-Language UI User interface can be displayed in multiple languages. |
Multi-language user interface supported with selectable language packs. | |
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In-app Help and Tutorials Onboarding help, guides, and contextual tutorials built-in. |
In-app tutorials and contextual help are provided. | |
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Theme/Brand Customization White-labeling or branding capabilities. |
White-labeling and theme customization are available to suit institutional branding. | |
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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. |
Pinning/favoriting of documents for quick access is supported. | |
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Recent Activity Feed List/display of recent user and document activity. |
Dashboard shows recent user and document activity. | |
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Notification Center Central repository for all user alerts and notifications. |
Notification center aggregates all alerts and user notifications. |
Reporting and Analytics
(10 Yes /10 Known /10 Possible features)
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Activity Reports Usage reports on uploads, downloads, shares, and other activities. |
Reports on system activity, including usage, are generated automatically. | |
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Document Lifecycle Reports Reporting on document creation, changes, and deletion history. |
Document lifecycle event reports are supported. | |
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Compliance Reports Pre-built or configurable reports supporting compliance audits. |
Compliance reports are available for audits. | |
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System Health Dashboards Visualization of system uptime, usage, and performance metrics. |
System health dashboards with uptime, usage, and performance data are included. | |
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Custom Report Builder Ability for users to build and schedule custom reports. |
Custom report builder for advanced analytics and scheduling supported. | |
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Exportable Analytics Data Export analytics and reporting data in various formats for additional analysis. |
Analytics data can be exported for offline analysis. | |
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Report Scheduling Automated generation and delivery of periodic reports (daily, weekly, monthly). |
Reports can be scheduled for regular outputs (e.g., daily/weekly). | |
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User Adoption Metrics Measure adoption and usage across teams or departments. |
User adoption and engagement metrics are tracked and reportable. | |
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Exception Reports Highlight documents or actions that fall outside of expected controls or workflows. |
Exception reports for workflow and process anomalies are supported. | |
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API Access to Reports Developer access to raw report data via API. |
Raw report data is accessible via API for further analysis. |
Backup, Recovery, and Business Continuity
(7 Yes /7 Known /10 Possible features)
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Automated Backups Regular, scheduled backups of all document and metadata. |
Automated daily/scheduled full system backups are performed. | |
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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. |
Point-in-time recovery to a user-defined backup point is supported. | |
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Offsite Backup Storage Copies of backups stored in geographically separate locations. |
Offsite cloud-based and regionally redundant backup storage 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. |
Backup encryption (at rest and in transit) is standard for Oracle Cloud services. | |
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Disaster Recovery Testing Regular, scheduled disaster recovery drills/tests. |
Disaster recovery drills can be scheduled as part of managed service. | |
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Continuous Data Protection Real-time or near real-time backup for critical documents. |
Continuous data protection with near real-time backup for critical content supported. | |
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Backup Verification Automated verification to ensure backup integrity and completeness. |
Automated backup verification for completeness and integrity is standard. |
Mobile and Remote Access
(9 Yes /9 Known /10 Possible features)
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Native Mobile Apps Availability of dedicated iOS and Android applications. |
Native mobile applications available for iOS and Android devices. | |
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Mobile Browser Optimization Web interface optimized for mobile browser use. |
Web interface is optimized for use on mobile browsers. | |
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Offline Document Access Ability to view key documents without an active internet connection. |
Offline document access can be enabled for selected files. | |
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Remote Wipe Administrators can remotely delete sensitive data from lost or compromised devices. |
Remote wipe capabilities are available to secure lost or compromised devices. | |
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Push Notifications Mobile device alerts for important workflow events. |
Push notifications supported on mobile apps for workflow, reviews, and alerts. | |
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Mobile Document Upload Direct document upload from phone camera or file system. |
Users can upload documents directly from mobile device camera or file store. | |
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Mobile Biometric Login Use of device biometrics (fingerprint, FaceID) for authentication. |
Mobile app supports biometric login for enhanced security. | |
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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. |
Tags and metadata can be added to mobile uploads for organization. | |
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Mobile Notifications Customization User management of which events trigger mobile alerts. |
Users can configure which events generate mobile push notifications. |
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