AgilityDMS

1. TotalAgility-native export — Archive documents from TA processes via REST API or .NET SDK (Cdit.Sdms.Sdk.TotalAgility), with TA session authentication and embedded viewer support.

2. Scalable cloud archival — Store millions of documents per year in Azure Blob Storage with partitioned layout, streaming upload/download, and SHA-256 integrity on ingest.

3. Dynamic metadata indexing — Configurable document types and fields; schema sync from TA Extraction Groups to avoid duplicate configuration.

4. Fast metadata search — SQL-first structured search with filters, sorting, and paging; pluggable search engine architecture for future full-text.

5. Secure document retrieval — API-proxied streaming only; no public blob URLs; every view and share access is audited.

6. Sync and async ingestion — Synchronous ingest for immediate archive reference; async queue-based ingest for large files and batch TA exports.

7. In-browser document viewer — PDF, images (including multi-page TIFF), video, and audio preview in User Portal and Admin Console; embeddable viewer for TA workspaces.

8. Time-limited secure share links — Create view-only or download share links for external parties without exposing storage credentials.

9. User Portal with document folders — Entra SSO, saved manual and dynamic (query-driven) folders, collaboration ACLs, and external folder sharing.

10. Lifecycle and retention automation — Hot/Cool/Archive tier transitions, retention policies per document type, soft delete, legal hold, and archive rehydration.

11. Admin Console — Manage schemas, retention policies, lifecycle monitoring, share links, and access audit review.

12. Enterprise security — Entra ID JWT, TA session validation, role-based access control, Managed Identity, and private endpoint support.

13. Background workers — Schema sync from TA, ingestion processing, retention evaluation, storage transitions, and rehydration monitoring.

14. Azure deployment installer — Guided setup wizard with Bicep infrastructure templates for customer Azure subscriptions.

1. Purpose-built for TotalAgility — Feels like an extension of TA, not a separate silo; schema sync from Extraction Groups reduces duplicate setup.

2. Lower cost than traditional ECM — Tiered blob storage and automated lifecycle cut long-term storage cost vs. IBM CM, FileNet, or over-featured ECM suites.

3. Faster time to value — Weeks, not months: ingest, search, view, and basic admin are available in the MVP footprint.

4. Cloud-native scalability — Horizontally scalable API and workers on Azure PaaS; designed for high document volume (500+ docs/min per scale unit on async path).

5. Operational simplicity — One metadata database, one blob account, clear API/worker boundaries, and a single .NET SDK for TA activities.

6. Security by design — Proxy-only document access, comprehensive audit trail, Entra RBAC, and PHI-ready controls for regulated industries.

7. Immutable archive model — Documents are durable archives after ingest; versioning is explicit (new document = new version), supporting compliance and audit.

8. Flexible retrieval — Search from User Portal, API, TA embedded viewer, or time-limited share links for external stakeholders.

9. Future-ready architecture — Pluggable search engine, OCR pipeline hooks, and extensibility for legal hold and WORM without re-architecture.

10. Customer-controlled deployment — Dedicated Azure footprint per customer (not multi-tenant SaaS in v1), aligning with enterprise data residency and security requirements.

AgilityDMS (CDIT Simple Document Management System) is an enterprise-grade, cloud-native archive and retrieval platform sold and deployed per customer as a dedicated Azure footprint. It is intentionally not a full ECM suite — it focuses on durable archive, metadata search, controlled retrieval, and lifecycle management for organizations running Tungsten Automation TotalAgility.

Ideal use cases: Retire or avoid IBM Content Manager, FileNet, SharePoint, or custom file shares for archive-only scenarios where TA already drives capture and extraction.

Deployment: Azure subscription (customer-managed or CDIT-assisted) via installer wizard and Bicep templates. Components include REST API, background workers, User Portal SPA, Admin Console SPA, and .NET SDK.

Performance targets: ≥500 docs/min ingest (async), <500 ms search p95 for typical metadata queries, <2 s viewer TTFB on Hot-tier PDFs, 99.9% API availability (tier-dependent).

Support model: CDIT provides deployment guidance, TA integration documentation, pilot checklists, and ongoing support via designated contact channels.