Concept photograph of a records professional beside an illuminated document vault

EVIDENCE VAULTIn development

Keep the right
evidence, ready
for what's next.

Plan a controlled place to organize, retrieve and review documents and transaction evidence. Keep the supporting context ready for customer enquiries, internal reviews and disputes.

Discuss Your Requirements See How It Works

Organized evidenceControlled retrievalReviewable contextRetention planning

THE OPPORTUNITY

Find the right evidence
when it matters.

A completed document is only part of the story. Applications, approvals and supporting records may be needed months later for a customer enquiry, internal review or dispute. Our planned Evidence Vault brings these records into a more organized and controlled experience.

Shape the solution with CEBS

This solution is in development. Discuss record types, authorized access, retention requirements and acceptance criteria for your organization.

A professional locating supporting records at a laptop

Planned evidence records

Application forms
Identity documents
Signed agreements
Communications
Audit records
Supporting files

PLANNED CAPABILITIES

Designed around your teams.

Keep related records together

Organize documents and supporting evidence around the relevant customer journey or transaction.

Control who can retrieve records

Agree access responsibilities so sensitive records are available to the right authorized users.

Find the complete context

Help reviewers locate the supporting material and understand which records belong to the same event.

Plan retention responsibly

Define retention periods, review needs and disposal responsibilities in line with your organizational requirements.

PRACTICAL BUSINESS USE CASES

Where it fits.

Loan file review

Bring the agreement and its supporting application and approval records into an organized review.

A support professional locating records for a customer enquiry

Customer enquiries

Locate the relevant documents and evidence when a customer asks for clarification.

Two professionals comparing records in preparation for an audit

Audit preparation

Prepare agreed records for authorized reviewers without relying on scattered attachments.

A CLEARER CUSTOMER JOURNEY

From documents
to decisions.

1Collect
Bring the agreed documents and supporting evidence into the relevant record.
2Organize and control
Apply the agreed ownership, access and retention requirements.
3Retrieve and review
Find the records needed for an authorized enquiry or review.

A records manager and an adviser discussing access and retention requirements

FIT FOR YOUR ORGANIZATION

Agree the right
service from the start.

Discuss hosting preferences, user access, data handling, customer support and the measures that will define a successful rollout.

Cloud, On-premise and Hybrid requirements
Roles, approvals and customer experience
Data location and retention expectations
Record scope, retention and acceptance criteria

Common questions

Is this a general file-sharing service?

The planned focus is transaction evidence and controlled retrieval. The exact record types and sharing journeys will be agreed with your organization.

Can we choose where records are hosted?

Discuss Cloud, On-premise and Hybrid requirements, including data location and operational responsibilities.

Are retention periods fixed?

Retention requirements differ by record and organization. Periods, review triggers and disposal responsibilities must be agreed before use.

The London skyline and River Thames at blue hour

LET US PLAN YOUR NEXT STEP

Talk to our experts.

Tell us about your transaction records, retrieval needs and deployment preferences.

Talk to CEBS Request a Demo

This preview describes planned capabilities. Production availability, access controls, record integrity, retention requirements and acceptance criteria will be agreed and evaluated before delivery.