A company’s board of directors requires a secure document management system to protect sensitive board documents. They also want to integrate a third-party AI classification engine to automatically classify documents into categories such as “Public,” “Restricted,” and “Confidential.”

Solution Features:

  • Secure Document Management:
  • Encryption: Board documents are encrypted both during transmission and storage to prevent unauthorized access.
  • User Authentication: Access to board documents is restricted to authorized users only, and multi-factor authentication (MFA) is used for enhanced security.
  • Role-Based Access Control (RBAC): Board members and other stakeholders are granted access based on their roles and responsibilities.
  • Version Control: The document management system maintains version control to track changes and ensure the latest versions are accessible.
  • Third-Party AI Classification Integration:
  • AI Classification Engine: The third-party AI classification engine is integrated with the document management system to automatically analyze the content of uploaded documents.
  • Document Classification: The AI classification engine classifies documents into predefined categories, such as “Public,” “Restricted,” and “Confidential,” based on the document’s content and context.
  • Continuous Learning: The AI classification engine continues to learn from user feedback and adapts its classification accuracy over time.
  • Access Control and Document Categories:
  • Access Restrictions: Access rights to board documents are determined based on their classified category. Only authorized personnel can access restricted and confidential documents.
  • Dynamic Access Control: Access to documents can be dynamically changed based on their classification. For example, a document may start as “Restricted” but become “Confidential” after a certain event or decision.
  • Document Labeling: Documents are visibly labeled with their respective categories to ensure users are aware of their sensitivity level.
  • Auditing and Monitoring:
  • Document Activity Logs: The document management system maintains detailed logs of document access and activities to track user interactions.
  • Anomaly Detection: The system employs anomaly detection mechanisms to identify unusual access patterns that may indicate potential security breaches.


  • Document Security: The secure document management system, encryption, and access control measures protect sensitive board documents from unauthorized access.
  • Time Savings: Automatic AI classification reduces the manual effort needed to label and categorize documents, saving time for board members and administrators.
  • Compliance: The system helps enforce document confidentiality levels, ensuring compliance with privacy regulations and corporate governance standards.
  • Improved Decision-Making: Board members can access the necessary documents quickly, enabling informed decision-making with the latest information.
  • Enhanced User Experience: The integration of AI classification streamlines document management, leading to a more user-friendly and efficient experience for board members and stakeholders.

Integration with a third-party AI classification engine requires thorough testing and validation to ensure its accuracy and suitability for the specific document types and content in use. Additionally, the document management system should undergo rigorous security assessments and audits to maintain the highest level of protection for sensitive board documents.