Private AI for records managers.

Keep retention and access decisions attached to the record

Classify records, detect duplicate versions and flag conflicts between retention instructions.

Inputs: Authorised file metadata, retention schedules, access rules and legal-hold registers.

From observation to completed task

Prepare review queues and execute only explicitly approved record actions.

Prepare a retention-review worklist from approved records policies

The supporting records include approved classification schemes, retention schedules and document inventories.

Records owners approve retention, disposal and legal-hold decisions.

The systems involved

Repository connectors, classification rules and reversible or approval-gated actions.

SOS AI configures the local models and tool permissions for this workflow. Actions in business software follow the authority you approve; uncertain cases and actions outside those limits go to the responsible person.

What a useful result must get right

Records owners authorise disposal; legal holds override automated suggestions.