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AF Global

Documents, Cases and Records

Keep every document connected to the work it supports.

AF Global connects documents, cases, responsibilities, deadlines and decisions so information remains controlled throughout the complete operation.

Discuss Your Information ProcessExplore Intelligent SGDEA

Documents on a case timeline

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Problem

When documents live outside the process, control disappears.

  • Documents in shared folders
  • Cases managed through email
  • Multiple versions
  • Evidence difficult to reconstruct
  • Documents separated from responsibilities and decisions
  • Physical and digital duplication
  • Limited access control
  • Incomplete case history
  • Manual correspondence routing
  • Audits requiring extensive manual reconstruction

AF Outcome

Documents become controlled operational assets.

AF turns documents and cases into controlled operational assets, connected to the processes and decisions that give them meaning.

Capabilities

What AF brings together on this solution.

  • Case Management

    • Case registration
    • Assignment
    • Status
    • Responsibilities
    • Deadlines
    • Complete history

  • Document Management

    • Capture
    • Classification
    • Metadata
    • Versions
    • Access
    • Consultation

  • Correspondence

    • Received
    • Sent
    • Internal
    • Registration
    • Distribution
    • Tracking

  • Evidence and Audit

    • Documents
    • Decisions
    • Tasks
    • Responsible users
    • Timestamps
    • Complete traceability

  • Process Connection

    • Documents required by tasks
    • Documents generated by processes
    • Approvals
    • Notifications
    • System integrations

  • Records and Retention

    • Electronic files
    • Classification structures
    • Retention rules
    • Transfers
    • Final disposition where configured

How AF delivers

How information moves through a controlled lifecycle.

  1. 01

    Receive or create information

  2. 02

    Register and classify

  3. 03

    Connect to a case or process

  4. 04

    Assign responsibility

  5. 05

    Control actions and deadlines

  6. 06

    Generate or collect evidence

  7. 07

    Close, preserve and consult

Ecosystem

How AF products deliver this solution.

Not every project requires all companies or products. AF composes the right combination for each context.

Document & Case Management Solution

Business and operational outcome

Intelligent SGDEA

Document and records control

BPMS.Ai

Case and workflow orchestration

Portals and integrations

Information capture and connection

AF Global

Design, implementation and operation

Use cases

Where document and case management is applied.

  • Customer cases

    Reception, resolution and complete history.

  • Supplier files

    Onboarding documents, obligations and updates.

  • Contract files

    Contract lifecycle with milestones and supporting evidence.

  • Claims

    Structured claims with decisions and audit trail.

  • Legal and compliance cases

    Sensitive cases with controlled access and evidence.

  • Employee documentation

    HR files with retention and privacy controls.

  • Correspondence

    Received, sent and internal, connected to cases.

  • Citizen requests

    Public-service requests with traceable resolution.

  • Quality records

    Records tied to controls and audit-ready evidence.

  • Operational evidence

    Attached to processes for later reconstruction.

FAQ

Common questions — Documents, Cases and Records.

Is this solution only for government?
No. The solution is applied across private and public organizations that manage cases, contracts, evidence and records.
Is SGDEA required for every project?
No. Intelligent SGDEA is one option. AF composes the solution using the components each context requires.
Can existing repositories remain in use?
Yes, when appropriate. AF integrates with existing repositories where that is the right architectural choice.
Can the solution manage cases and documents together?
Yes. Cases and documents are treated as one connected operational asset.
Can permissions vary by role, company or case?
Yes. Access is defined by context, role and case sensitivity.
Can AF migrate existing information?
Migration is possible after a discovery and data-quality assessment. AF does not promise migration without that assessment.

Related

Talk to AF

Which documents or cases should stop living outside the operation?

Describe the type of information at stake — an AF specialist will guide the right approach.

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