CA Records Manager Overview
What is the CA Records Manager?
CA Records Manager, formerly known as MDY FileSurf, helps you discover, manage and control physical, electronic and email records across the enterprise, to achieve proactive compliance with the regulatory, legislative and business obligations driving information governance. By automating the record keeping process, CA Records Manager helps save time and money, while empowering users with faster access to the right information, on demand, when it is needed most.
- According to Forrester Research, this is the leading product for Records Management and is the ONLY product that is currently US DOD 5012.2 Ch 2, 3 & 4 certified.
Overview
Record management processes continue to pose a formidable business challenge to enterprises of all sizes. As enterprise content expands past capacity and corporate governance violations make headlines, organizations are striving to take greater control of their information, records and retention policies to mitigate risk and improve business agility. CA Records Manager addresses these issues by integrating enterprise content — regardless of format — into a single, virtual system that serves as the policy authority for your information.
What are the benefits?
CA Records Manager helps you maximize efficiency and reduce costs while effectively managing the growing volumes of information in your organization. This helps you:
• Integrate physical and electronic records
• Ensure litigation and audit preparedness
• Increase the control of distributed content
• Reduce administrative redundancy
• Enhance transparency
• Improve records lifecycle management
• Drive information governance
CA Records Manager: Enabling Comprehensive Information Governance
The flood of information entering organizations today comes in a myriad of formats — paper, digital files, instant messages, email attachments and many more. Adding complexity to the varying methods needed to manage these diverse forms of information are the legal and corporate governance mandates that must be met if the business is to avoid legal liabilities and financial penalties. While these potential dangers drive organizations to develop and adopt a comprehensive records management strategy, many struggle to achieve full visibility into the process and often leave themselves exposed to the risks associated with non-compliance.
Designed to address these varying challenges, CA Records Manager offers robust records management capabilities that help you manage, control and discover physical and electronic records, while reducing end-user burden and administrative overhead. CA Records Manager’s robust policy engine acts as your organization’s compliance authority, providing consistent and comprehensive management processes throughout the lifecycle of your vital corporate information assets across enterprise content silos.
A comprehensive records management solution, CA Records Manager helps you manage, control and discover information across the enterprise — regardless of where it resides — to ensure that you can proactively respond to litigation, audits and investigations and when information is requested.
Federated Records Management
CA Records Manager’s federated architecture helps your organization consolidate disparate silos of files, emails, images and physical records into a centralized policy authority that simplifies regulatory compliance by enabling you to manage information according to your unique requirements and obligations. In addition, CA Records Manager facilitates federation to other content repositories, and manages content where it was created, allowing you to organize information in such a way that satisfies specific user and departmental needs while ensuring all activities are aligned with corporate goals.
Key Capabilities of CA Records Manager
To help you better manage the mission-critical records and assets within your organization, CA Records Manager provides a host of key capabilities, including:
• Controls for all physical and electronic records independent of media, format or location.
• Certification with U.S. DoD 5015.2 Version 3 Records Management guidelines.
• Compatibility with various regulatory and legislative demands, including Securities Exchange Commission (SEC) 17A, the Financial Industry Regulatory Authority (FINRA), the Health Insurance Portability and Accountability Act (HIPAA) and the Sarbanes-Oxley Act (SOX), as well as integration with the Specially Designated Nationals (SDN) List.
• Discovery and retention management functionality that utilizes a common, unified interface that enables enterprise-wide discovery, legal hold, search and retention management of record and non-record content across the enterprise.
• Federation with document management systems, email archives, imaging, storage and other disparate repositories.
• A lifecycle policy engine for flexible time and event-based content scheduling.
• Robust, integrated email management featuring automated rules for leading messaging systems.
• Integration with Microsoft Office Suite and Microsoft Windows Explorer that enables
declaration of emails directly from Microsoft Outlook, IBM Lotus Notes or Novell GroupWise and stores them in the CA Records Manager repository.
• A three-tier security model that provides access control, ethical walls, hierarchical classification levels, supplemental markings and database referential integrity.
• Functionality that enables the management of conflict-of-interest evaluations, employee/attorney transfers and matter closings by identifying and avoiding potential ethical and business conflicts as part of the new business intake process.
• Warehouse space management, barcode technology and radio frequency identification (RFID) integration for tracking of physical records.
• Imaging capabilities that leverage your existing multi-function digital devices.
• Storage management support for HDS, HCAP, Decru Datafort and EMC Centera.
• Customization and extensibility provided through a developer’s toolkit.