How to automate Records Management

automate records management

Key Benefits

  • Automating Records Management ensured adherence to the policies.
  • Automating Records Management saved users and RM teams time and money.
  • Appropriate handling of export control reduced the risk of inadvertent breaches when sharing information.

The Challenge

The multinational client had comprehensive records management and retention policies and also needed to ensure they adhered to specific country and regional export control legislation.  Flare’s Sirus along with the Flare’s Taxonomies were used to solve these challenges.

Users know what information they generate but not necessarily the records management policies that apply to it.

The Challenge

The Flare Taxonomy concept of Product Type – a hierarchical taxonomy of information commonly generated by users – supported mappings to record types and retention requirements. This meant a user of Flare Sirus could simply select the Product Type pertaining to the information that they had generated, and automatically adhere to the relevant records management policy.

The challenge of export control (ECCN) was solved through a similar approach. Adding export control classifications to the Flare Taxonomies with extra contexts allowed for the seamless handling of regional variations within the dataset.


  • Implementation of the Sirus toolkit (supported by multi-class taxonomies)
  • simplified records management and export control,
  • and enabled effortless policy compliance of user-generated information.
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