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Kofax TotalAgility for Banking from Kofax

Intelligent automation platform for banking operations that combines document capture, management, and process automation. Features include cognitive document automation, mobile capture, e-signature capabilities, case management, and compliance support for banking regulations.

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Product analysis by function

Document Management for Operations

Solutions for capturing, storing, managing, and retrieving banking documents and records.
More Document Management More Operations ...

Document Capture
(9 Yes /9 Known /11 Possible features)

Document Storage & Archiving
(8 Yes /8 Known /10 Possible features)

Search & Retrieval
(6 Yes /7 Known /9 Possible features)

Workflow & Automation
(8 Yes /8 Known /9 Possible features)

Collaboration & Sharing
(6 Yes /6 Known /8 Possible features)

Security & Compliance
(8 Yes /8 Known /9 Possible features)

Integration & Interoperability
(7 Yes /7 Known /8 Possible features)

Usability & User Experience
(8 Yes /8 Known /9 Possible features)

Reporting & Analytics
(9 Yes /9 Known /9 Possible features)

E-Signature & Authorization
(8 Yes /8 Known /9 Possible features)

Document Management Systems for Fund Operations

Platforms for storing, organizing, retrieving, and managing electronic documents related to fund operations, including statements, confirmations, legal documentation, and other records.
More Document Management Systems More Fund Operations ...

Document Storage and Organization
(12 Yes /12 Known /14 Possible features)

Document Access and Security
(11 Yes /11 Known /14 Possible features)

Search and Retrieval
(9 Yes /9 Known /13 Possible features)

Workflow Automation and Collaboration
(11 Yes /11 Known /13 Possible features)

Integration and Interoperability
(9 Yes /9 Known /12 Possible features)

Compliance and Regulatory Features
(12 Yes /12 Known /12 Possible features)

Performance and Scalability
(4 Yes /4 Known /10 Possible features)

User Experience and Interface
(7 Yes /7 Known /11 Possible features)

Reporting and Analytics
(10 Yes /10 Known /10 Possible features)

Backup, Recovery, and Business Continuity
(7 Yes /7 Known /10 Possible features)

Mobile and Remote Access
(9 Yes /9 Known /10 Possible features)

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Multi-Channel Input Ability to import documents from various sources (scanners, email, mobile, direct upload, etc.)		Kofax marketing and product docs highlight multi-channel input including scanners, email, web, mobile and direct upload as a core functionality for document capture.
Batch Scanning Enables scanning and processing of multiple documents simultaneously.		Batch scanning is standard in Kofax solutions for enterprise document ingestion and included in TotalAgility for banking use cases.
Optical Character Recognition (OCR) Automatically extracts text from scanned images or PDF files.		Kofax is a leader in enterprise OCR and cognitive capture; OCR is a core product component.
Barcode Recognition Reads and interprets barcodes to auto-populate metadata fields.		Barcode recognition is included in Kofax TotalAgility capture to automate metadata population.
Automated Document Classification Ability to identify and sort documents by type or category automatically.		Automated document classification (by form type, content etc.) is advertised as a document intelligence feature.
Mobile Capture Support Supports capturing and submitting documents via mobile devices.		Mobile capture support is highlighted for branch and remote staff to submit documents via smartphone/tablet apps.
Document Import Speed The speed at which documents are ingested into the system.		No information available
File Format Compatibility The number of different file formats supported for import (PDF, DOCX, JPEG, etc.).		No information available
Auto-Rotation of Scanned Documents Detects and rotates wrongly oriented scanned documents automatically.		Auto-rotation is a standard Kofax scan and capture image enhancement feature.
Blank Page Removal Automatically detects and removes blank pages during scanning.		Blank page removal is natively available in Kofax image processing pipeline.
Automatic Quality Enhancement Improves scan quality (brightness, contrast, de-skewing) automatically.		Automatic quality enhancement (deskew, despeckle, brightness, contrast) is standard in Kofax capture software.

Centralized Repository All documents are stored in a single, secure location.		Centralized, secure document repository is a core function. Kofax also supports integration with enterprise content management systems.
Document Versioning Tracks and stores previous versions of documents.		Versioning support described in Kofax documentation for compliant operations.
Retention Policy Management Configurable policies for document retention and automatic disposal.		Retention and disposal policies (configurable by doc type) highlighted for compliance in financial industries.
Data Encryption At Rest Stores documents in an encrypted format while static.		Data encryption at rest is promoted as a security compliance feature for Kofax document repositories.
Data Encryption In Transit Encrypts documents as they are transferred within or outside the system.		Data in transit is encrypted with TLS/SSL according to Kofax security docs.
Compression Efficiency The ability to reduce file size for storage optimization.		No information available
Disaster Recovery Support Integrated backup and restore functionalities.		Disaster recovery and backup/restore capability detailed in solution architecture.
Geographic Redundancy Storage of documents in multiple physical locations.		Kofax supports redundant storage (geo-redundancy) in enterprise and banking deployments.
Storage Capacity Maximum volume of documents/data that can be stored.		No information available
Long-Term Archiving Formats Support for non-proprietary, standard archiving formats (PDF/A, TIFF, etc.).		PDF/A and TIFF long-term preservation compliance is stated in technical materials.

Full-Text Search Ability to search document content (not just metadata).		Full-text search is available on both metadata and content (via OCR).
Advanced Filtering Multi-criteria searches using fields like date, author, type, etc.		Search fields include date, type, author, account, and custom fields as part of advanced search.
Search Speed Time taken to return results for large repositories.		No information available
Image-Based Search Search based on included images or graphical marks.		Not as far as we are aware.* Image-based retrieval is not generally standard; Kofax supports image search by tag/metadata, but not visual similarity search.
Saved Searches Ability to save complex search queries for reuse.		Kofax UI allows saving and reusing custom searches.
Tagging Support Supports user-defined tagging for quick retrieval.		User-defined tagging is supported for document management and retrieval.
Search Result Export Ability to export search results as lists or documents.		Exporting search result lists is available in Kofax's reporting/export features.
Natural Language Query Support Allows searching using natural, conversational language.		No information available
Recent Searches History Tracks and allows easy retrieval of recent search queries.		Recent searches/history visible in the search UI.

Custom Workflow Creation Allows design and implementation of custom document workflows.		Custom workflow design/implementation is the platform's main differentiator.
Integration with Core Banking Systems Direct connectivity with key banking platforms for seamless flow.		No information available
Automated Notifications & Alerts Automatically notify users about required actions or deadlines.		Automated notifications and workflow alerts available throughout TotalAgility.
Approval Routing Facilitates review and approval chains for documents.		Approval routing/management is a native workflow automation feature.
Role-Based Task Assignment Automatic assignment of tasks based on user roles.		Role-based task assignment available based on user credentials and workflow design.
Process Bottleneck Reporting Identifies and reports on delays in document workflows.		Process bottleneck reports and visual workflow analytics are core dashboard features.
SLAs for Document Handling Supports measurement and enforcement of processing time service levels.		SLAs for workflow/document processing are supported for regulatory compliance.
Audit Trail Automation Automatically records all workflow steps for compliance.		Audit trail for workflow and document actions included and configurable for compliance purposes.
Parallel Approval Flows Supports parallel routing for faster document turnaround.		Parallel approval and review supported in custom workflow configurations.

Granular Permissioning Define visibility and actions at document/folder/user level.		Granular permissions can be configured at workspace, folder, and document levels.
Secure Internal Sharing Share documents securely within banking teams.		Secure document sharing within banking teams through controlled access permissions.
Secure External Sharing Enable document sharing with clients, regulators, or external auditors securely.		External client/auditor sharing is supported with access controls, expiring links, and audit trails.
Real-Time Co-Authoring Multiple users can simultaneously edit select document types.		No information available
Commenting and Annotations Ability to add comments or markups to documents.		Commenting and annotation tools are available for collaborative review.
Expiration on Shared Links Links to documents automatically expire after a set period.		Shared link expiration is offered for external access links.
Activity Stream/Feed Tracks and displays document activities for easy collaboration.		Activity feed or audit stream is an included part of Kofax for collaborative environments.
Collaborator Count Limit Limit on the number of simultaneous collaborators.		No information available

Fine-Grained Access Controls Manage permissions for users, groups, or roles with detail.		Fine-grained access (by group, role, folder, document) is configurable for compliance needs.
Data Masking Obscures sensitive information in documents when viewed by unauthorized users.		Data masking is available for sensitive data by user role (do not display or redact).
Audit Logging Comprehensive logs of all document access and actions for compliance review.		Audit logging is detailed and can be exported to meet regulatory needs.
Regulatory Compliance Certification Product has specific certification (GDPR, SOX, GLBA, etc.).		Kofax TotalAgility advertises compliance certifications e.g. for GDPR, GLBA, SOX.
Multi-Factor Authentication Requires second-level verification for access.		Multi-factor authentication is available including SMS, OTP, app-based etc.
Watermarking Ability to automatically apply watermarks to sensitive documents.		Watermarking for sensitive and exportable documents is described in security documents.
Read-Only Document Distribution Restrict documents to view-only mode for specific users or workflows.		Read-only distribution can be configured at the workflow or user level.
Intrusion Detection Detects and alerts on unauthorized access attempts.		No information available
End-to-End Encryption Ensures all document data is encrypted from capture to storage.		End-to-end encryption supported, as highlighted in security architecture whitepapers.

API Availability Comprehensive APIs to access and manage documents programmatically.		REST APIs are well documented for document/metadata interaction (API availability).
Pre-Built Connectors Standard integrations for popular banking, CRM, ERP, and analytics systems.		Pre-built connectors for common systems like SAP, MS Dynamics, Salesforce, core banking providers.
Single Sign-On (SSO) Support for enterprise identity providers for seamless authentication.		Single Sign-On (SAML, OpenID, Azure AD) described for banking/enterprise deployments.
Webhooks/Events Provides real-time notifications to external systems.		Webhooks and event notifications for external systems are available in the workflow engine.
File Sync Support Integrates with enterprise file sync \| share platforms (e.g., OneDrive, Box, SharePoint).		File sync connectors for SharePoint, Box, OneDrive, etc. are featured.
Custom Integration Toolkit Tools or SDKs for building custom connectors.		Custom connector SDK and dev tools are available for integration scenarios.
Data Import/Export Tools Bulk upload and export to/from other systems.		Bulk import/export tools are supported for onboarding/archival/migration in enterprise document management.
Integration Scalability The number of concurrent integrations supported.		No information available

Modern User Interface Clean, attractive, and responsive UI/UX design.		Modern UI/UX is emphasized in sales and technical materials; responsive design with dashboards.
Personalized Dashboards Custom dashboards show relevant document tasks and alerts.		Personalized dashboards for tracking document cases, tasks, and workflow alerts are included.
Accessibility Features Complies with standards for users with disabilities (WCAG, screen reader support).		Accessibility (WCAG/screen reader) is supported, based on RFP and compliance documentation.
Language Localization Options Supports multiple languages for international banking teams.		Localizations available for major languages; UI supports multi-language for global banking clients.
Mobile App Availability Dedicated mobile applications for both iOS and Android.		Kofax offers dedicated mobile apps (iOS and Android) for capture and management.
Performance Speed Average page load or action time.		No information available
Onboarding & Training Tools Integrated tutorials, help center, and onboarding guides.		Onboarding, interactive tours, and help center/tutorials are promoted for user ramp-up.
Customizable Shortcuts Users can configure shortcuts for frequent tasks.		Customizable keyboard shortcuts and quick actions available in the UI configuration.
Bulk Actions Support Ability to perform actions on multiple documents at once.		Bulk actions (move, delete, assign, export) supported for selected documents.

Standard Reports Out-of-the-box reports on document volumes, workflow status, access logs, etc.		Kofax ships standard reporting templates for workflow, user, and document activity.
Custom Report Builder Create tailor-made reports using selected metrics and filters.		Custom report builder is described for advanced analytics needs.
Real-Time Dashboards Live visualization of key metrics and statuses.		Live dashboards visualize processing volumes, statuses, bottlenecks in real time.
Historical Trend Analysis Tracks trends in document and workflow activity over time.		Historic trend analysis available for workflow metrics in analytical dashboards.
Export to XLS/PDF/CSV Ability to export reports in various standard formats.		Reports support export to various formats: XLS, CSV, PDF.
Scheduled Report Delivery Automatic report generation and delivery at scheduled intervals.		Scheduled/automatic report deliveries are supported.
KPI Tracking Ability to define and track key performance indicators.		KPIs can be defined, visualized, and tracked via custom dashboards and reports.
Usage Analytics Insights on system usage, user activity, and access patterns.		Usage analytics and adoption reports included for admins.
Compliance Monitoring Reports/alerts for non-compliant document activities.		Compliance monitoring (alerts, audit, reports) is a primary regulatory selling point.

Integrated E-Signature Natively supports digital signatures within document workflows.		Integrated e-signature via Kofax SignDoc for natively embedding digital signatures.
Signature Compliance Complies with legal e-signature standards (eIDAS, ESIGN, UETA).		Kofax e-signature modules comply with eIDAS, UETA, and ESIGN.
Multi-Signatory Workflows Supports multi-party approvals with signatory sequencing.		Multi-signatory, sequential and parallel e-signature workflows supported.
Signature Expiry & Reminders Expiration dates and reminders for pending signatures.		Can set signature expiry and automated reminders for pending signatures.
Template Library Pre-built templates for frequently signed document types.		Library of reusable document/e-signature templates included with SignDoc.
Audit Trail for Signing Chronological record of signing actions.		Detailed, exportable e-sign audit trail is standard for legal compliance.
Biometric Signature Support Includes biometric (handwriting, fingerprint) signature capture.		Biometric (finger/stylus/handwritten) signature capture is an option via SignDoc.
Signer Authentication Methods Number of available authentication methods for signers.		No information available
Bulk Signing Support Ability to sign multiple documents in one action.		Bulk signing supported for high-volume, batch sign-off cases.

Folder Hierarchies Ability to organize documents within nested folders and subfolders for logical grouping of records.		Kofax TotalAgility supports folder structures and hierarchies for document organization, referenced in product documentation on logical grouping.
Tagging and Metadata Ability to assign tags and metadata (such as document type, date, and fund name) to enhance search and classification.		The platform supports tagging and the addition of metadata for enhanced search/classification. Confirmed in feature overview.
Bulk Upload Upload multiple documents at once to improve efficiency.		Bulk document upload/capture is a core feature of Kofax's intelligent capture process.
Version Control Track and manage multiple versions of a document with rollback and history features.		Version control with rollback and history is provided, as per documentation and user guides.
Document Templates Pre-defined templates for frequently used document types.		Document templates are available within process automation for repetitive document workflows.
OCR (Optical Character Recognition) Ability to extract text from scanned or imaged documents to enhance searchability.		Cognitive OCR is a prominently advertised feature for text extraction and intelligent capture.
Document Size Limit Maximum allowed size per uploaded document.		No information available
Overall Storage Capacity Total document storage capacity provided by the system.		No information available
Drag-and-Drop Upload User-friendly drag-and-drop interface for adding documents.		Drag-and-drop upload is supported in the web UI, based on user documentation.
Automatic File Naming Conventions Ability to standardize naming of documents during upload or save.		Automatic file naming rules are available as part of intelligent capture workflows.
Duplicate Detection Identification and warning about duplicate document uploads.		Duplicate detection is cited in product documentation as a core data quality feature.
Document Retention Policies Enforce retention, archiving, and deletion rules based on policy and compliance.		Policy-based retention, archiving, and deletion are included; compliance support for GDPR, etc.
Audit Log Track all actions performed on documents for compliance and monitoring.		Audit logging for compliance is a standard capability, including all document actions.
Custom Taxonomy Support Support for building customized taxonomies according to fund needs.		Custom taxonomy and metadata fields are supported for financial document classification.

Role-Based Access Control Granular access permissions based on user roles.		Role-based access permissions are standard for secure document management.
Single Sign-On (SSO) Integration Integration with enterprise SSO providers for authentication.		SSO is supported; integrations with SAML, OAuth, and other enterprise authentication methods.
Two-Factor Authentication (2FA) Support for two-factor authentication for user logins.		Two-factor authentication (2FA/MFA) is supported as per Kofax security documentation.
Document Encryption (At Rest) Encryption of documents stored within the system.		Document encryption at rest is a standard compliance feature in financial deployments.
Document Encryption (In Transit) Encryption using HTTPS/TLS during upload/download.		All data in transit is encrypted (HTTPS/TLS), as mandated for regulatory financial services.
Watermarking Ability to watermark sensitive documents to deter unwanted sharing.		No information available
Expiry Links / Secure Sharing Time-bound and access-controlled sharing of document links.		Expiry/secure sharing links can be configured for document workflows.
Access Logging Detailed tracking of which users accessed which documents and when.		Access logging is included as part of the audit trail features.
Granular Permission Settings Set permissions for view, edit, or download at the document or folder level.		Granular permission settings by document or folder, referenced in administrator controls.
IP Restrictions Restrict access based on IP address ranges.		No information available
User Activity Monitoring Monitor user activities related to document access and downloads in real time.		Real-time user activity monitoring is part of both security and compliance dashboards.
Remote Document Deletion Ability to remove access to documents remotely if needed (e.g., when permissions change).		Supports remote document deletion and revocation, useful for permissions changes.
Legal Hold Capabilities to place legal holds on documents for compliance or litigation purposes.		Legal hold features are supported for regulatory and litigation readiness.
Data Loss Prevention (DLP) Integration Integrate with DLP solutions to prevent sensitive data exfiltration.		No information available

Full-Text Search Ability to search for keywords throughout document content.		Full-text search and indexing of all captured documents is a core product feature.
Advanced Search Filters Filter results by attributes such as date range, type, fund, tags, or uploader.		Advanced search and filtering are highlighted in user guides and product screens.
Search Speed Typical time to return results for a simple search.		No information available
Saved Search Queries Ability to save commonly used search configurations.		Users can save search configurations/queries for quick retrieval.
Search Result Export Export search results to Excel, PDF, or other formats.		Search results can be exported to common formats (PDF/Excel) as per user support documentation.
Faceted Search Support for search refinement using hierarchical facets (i.e., fund, year, document type).		Faceted search and hierarchical refinements available, e.g. by date, type, entity.
Multi-Language Search Support for search queries in multiple languages.		No information available
Recent Searches Access a personalized history of recent search queries.		Recent searches/history are maintained per user, visible in the UI.
Search Result Ranking Prioritize and order search results by relevance.		Search result ranking by relevance is applied by underlying search engine.
Wildcard and Fuzzy Search Advanced search capabilities with partial matches or misspellings.		No information available
Batch Retrieval Retrieve and download multiple documents with a single action.		Batch retrieval and download are available for grouped document actions.
Quick Preview Preview contents of documents directly in the search results window.		Document preview in search results is supported in web and mobile UI as per screenshots.
Search Audit Trail Log and monitor search activities for compliance.		No information available

Document Approval Workflows Support for custom approval flows, including multiple reviewers and sequential or parallel approval.		Document approval workflows, with multi-step reviewers, are a core process automation function.
Task Assignment Assign review or follow-up tasks related to specific documents.		Tasks can be assigned to users within workflow/case management modules.
Workflow Templates Reusable workflow structures for recurring fund processes.		Workflow templates are supported for recurring financial document approval processes.
Automated Reminders and Notifications Trigger email or system notifications based on workflow events (e.g., pending approvals, expiries).		Automatic notifications and reminders are supported as part of workflow engine.
Commenting and Threaded Discussions Support threaded communication on documents for context and audit trail.		Commenting and threaded discussions supported for contextual communication per document.
Document Checkout/Check-in Prevent conflicting edits by requiring check-out for editing and enforced check-in.		Document check-out/in to prevent conflicts is supported for regulated financial environments.
e-Signature Integration Integration with electronic signature platforms for contract finalization.		Kofax TotalAgility integrates with e-signature providers as listed in product integrations.
Collaboration Limits Maximum number of simultaneous collaborators per document.		No information available
Automated Filing Automatic categorization or routing of documents based on metadata.		Automated filing and routing is enabled via intelligent metadata/AI workflows.
Escalation Rules Automated escalation paths for overdue approvals or reviews.		No information available
Workflow Status Dashboards Visual dashboards for workflow status, bottlenecks, and pending tasks.		Workflow status dashboards allow visualization of process status, bottlenecks.
Integration with Communication Tools API or direct integration with email, Slack, Teams, or similar platforms.		APIs and connectors for Slack, Teams, and email are available directly and via marketplace.
Workflow Audit Logs Detailed logs of workflow actions and status changes for compliance.		Workflow audit logs maintained for all workflow actions/events for compliance.

API Access Provision of RESTful or SOAP APIs to enable integration with external systems.		REST API access for integration with external and custom systems is available.
Data Import/Export Support for importing and exporting data using CSV, XML, or other common formats.		CSV/XML and other data import/export formats are supported.
Integration with Core Fund Systems Direct connectivity with accounting, portfolio management, and trade order management platforms.		Integration with core banking/fund/accounting systems possible via API and connectors.
ERP Integration Capabilities to link with enterprise resource planning software.		ERP integration supported via connectors and custom API integration.
Single Sign-On (SSO) Providers Supported Number of SSO providers that can be integrated.		No information available
Email System Integration Pull documents directly from corporate email for filing.		Pulling/email integration for document acquisition is available in intelligent capture.
Custom Script Support Support for deploying custom automation scripts.		Custom script support (workflow extensions/scripts) available for automation.
Mobile App Integration APIs or connectors for use within mobile platforms.		Mobile app API/integration options are supported, as detailed in SDK resources.
Webhook Support Ability to trigger events in other systems via webhooks.		Webhook support for event-based integrations is available per developer docs.
Integration Marketplace Access to a marketplace of pre-built integrations (e.g., DocuSign, Salesforce).		Integration marketplace includes pre-built connectors for e-signature, CRM, and other fintech solutions.
SSO Protocols Supported Types of SSO protocols supported (e.g., OAuth, SAML, OpenID).		No information available
Third-party Audit Trail Integration Push audit data to third party GRC (Governance, Risk, and Compliance) platforms.		No information available

Regulation-Specific Retention Rules Configurable retention settings for compliance with SEC, MiFID, AIFMD, etc.		Regulation-specific retention configuration is provided to support banking/financial regulatory frameworks.
WORM (Write Once, Read Many) Support Technological support for immutable storage required for compliance.		WORM (Write Once, Read Many) support is available for compliance use cases.
Audit Trail Generation Automatic and comprehensive audit trail for user/document actions.		Full audit trail generation is reported for all document and user actions.
Access Certification Workflows Process for periodic recertification and validation of access rights.		Regular access certification and validation workflows available for enterprise governance.
Legal Hold Management Support placing and removing legal holds for litigation readiness.		Legal hold management is included to support compliance teams in financial settings.
GDPR and Privacy Support Controls and settings to satisfy GDPR and other privacy laws.		Privacy and GDPR controls/settings are provided, consistent with European banking practices.
eDiscovery Tools Built-in support for document collection and export for audits or investigations.		eDiscovery tools built-in for audit/litigation financial use.
Compliance Policy Enforcement Capabilities to enforce internal and regulatory document policies.		Compliance policy enforcement ensured through workflow and access controls.
Automated Compliance Reporting Automatic generation of compliance status and incident reports.		Automated compliance reporting available for audits/regulatory reviews.
Customizable Audit Fields Track and include client-specific fields in audit logs.		Audit logs can be customized to include client/program-specific fields.
Regulatory Archive Integration Ability to connect with regulatory-compliant offsite or cloud archive providers.		Regulatory archive integrations (e.g., AWS/Azure) supported for offsite backup/archiving.
Tamper Evident Logs Logging system that makes record tampering easily detectable.		Tamper-evident audit logs included to support banking and compliance requirements.

Concurrent User Capacity Maximum supported number of simultaneous users without performance degradation.		No information available
Supported File Count Number of documents the system can manage efficiently.		No information available
Maximum Upload Speed Speed limit of document upload per session.		No information available
Uptime SLA Guaranteed system uptime per contractual agreement.		No information available
Response Time Average platform response time for user actions.		No information available
Redundancy and Failover Automatic failover and redundancy mechanisms for continuous availability.		Disaster recovery, redundancy, and failover are referenced in banking deployment guides.
Load Balancing Built-in load balancing to distribute user activity evenly.		Load balancing is available for enterprise deployments, as per solution architect docs.
Scalable Storage Backend Ability to expand storage seamlessly as document volume grows.		Scalable storage and vertical/horizontal scaling are central to the enterprise edition.
Multi-Region Deployment Deploy system instances across multiple regions for performance and disaster recovery.		Multi-region deployments supported for both performance and DR in global banking ops.
Disaster Recovery Time Objective Expected time to recover from a major system disruption.		No information available

Intuitive Dashboard User-friendly interface with a central dashboard for navigation and alerts.		Dashboard is highly visual, configurable, and a main UI element per product screenshots.
Customizable Views Users can customize views and sort orders to fit individual preferences.		Views and sort orders are user-adjustable for personalized workflow.
Accessibility Compliance Support for ADA/WCAG accessibility standards.		No information available
Responsive Design Interface adapts for use on mobile, tablet, and desktop.		UI is designed responsively for desktop, tablet, and mobile use.
Multi-Language UI User interface can be displayed in multiple languages.		No information available
In-app Help and Tutorials Onboarding help, guides, and contextual tutorials built-in.		In-app onboarding help, tooltips, and tutorials are part of user experience.
Theme/Brand Customization White-labeling or branding capabilities.		Branding and white-label options are supported per Kofax solution resources.
Keyboard Shortcuts Support for keyboard shortcuts to speed up navigation.		No information available
Pinned / Favorite Documents Ability to pin or favorite documents for quick access.		No information available
Recent Activity Feed List/display of recent user and document activity.		Recent activity feeds are a default dashboard widget.
Notification Center Central repository for all user alerts and notifications.		Notification center/alert management is referenced in workflow and user docs.

Activity Reports Usage reports on uploads, downloads, shares, and other activities.		Activity reporting and analytics included in standard and compliance dashboards.
Document Lifecycle Reports Reporting on document creation, changes, and deletion history.		Document lifecycle activity reports available for compliance/tracking.
Compliance Reports Pre-built or configurable reports supporting compliance audits.		Compliance audit reports are a standard feature in regulated verticals.
System Health Dashboards Visualization of system uptime, usage, and performance metrics.		System health dashboards available for administrators, part of management console.
Custom Report Builder Ability for users to build and schedule custom reports.		Custom report builder is included for flexible analytics/reporting.
Exportable Analytics Data Export analytics and reporting data in various formats for additional analysis.		Analytics data can be exported in multiple formats as required.
Report Scheduling Automated generation and delivery of periodic reports (daily, weekly, monthly).		Scheduled report generation and distribution is supported.
User Adoption Metrics Measure adoption and usage across teams or departments.		User adoption/usage metrics available for administrators.
Exception Reports Highlight documents or actions that fall outside of expected controls or workflows.		Exception reporting highlights out-of-policy actions/documents.
API Access to Reports Developer access to raw report data via API.		APIs are available for retrieving reporting data for custom BI integration.

Automated Backups Regular, scheduled backups of all document and metadata.		Automated scheduled backups of all data/metadata is standard per deployment guide.
Backup Frequency Interval at which backups are performed.		No information available
Point-in-Time Recovery Recovery to a specific point in time in the event of data loss.		Point-in-time recovery is listed as an option for disaster recovery.
Offsite Backup Storage Copies of backups stored in geographically separate locations.		Offsite (geo-redundant) backup capability is standard for banking deployments.
Recovery Time Objective (RTO) Estimated time required to restore service after an incident.		No information available
Recovery Point Objective (RPO) Maximum tolerable period in which data might be lost.		No information available
Backup Encryption Backed up data is encrypted at rest.		Backup encryption is provided; all at-rest backup data is encrypted.
Disaster Recovery Testing Regular, scheduled disaster recovery drills/tests.		Regular disaster recovery testing/drills mentioned in Kofax best practices.
Continuous Data Protection Real-time or near real-time backup for critical documents.		Continuous data protection (real-time/near-real-time) for critical workloads is available.
Backup Verification Automated verification to ensure backup integrity and completeness.		Backup verification checks integrity and completeness automatically per Kofax support docs.

Native Mobile Apps Availability of dedicated iOS and Android applications.		Kofax offers native mobile apps for iOS and Android for capture and process workflows.
Mobile Browser Optimization Web interface optimized for mobile browser use.		Web portal is optimized for mobile browsers for remote document work.
Offline Document Access Ability to view key documents without an active internet connection.		Offline document access is enabled for key document categories, per app documentation.
Remote Wipe Administrators can remotely delete sensitive data from lost or compromised devices.		Administrators can remotely wipe documents/data from lost devices via MDM integration.
Push Notifications Mobile device alerts for important workflow events.		Push notifications for workflow events/alerts are part of both Android/iOS app features.
Mobile Document Upload Direct document upload from phone camera or file system.		Mobile document upload from camera or storage is a key feature of Kofax mobile apps.
Mobile Biometric Login Use of device biometrics (fingerprint, FaceID) for authentication.		Supports biometric login (TouchID/FaceID) in native mobile applications.
Device Enrollment Limits Maximum number of devices that can be registered per user.		No information available
Mobile Metadata Entry Ability to add tags/metadata to documents during mobile upload.		Mobile users can enter and manage tags/metadata during document upload.
Mobile Notifications Customization User management of which events trigger mobile alerts.		Users can customize the mobile notification preferences through the app.

Kofax TotalAgility for Banking from Kofax

Product analysis by function

Document Management for Operations

Document Capture (9 Yes /9 Known /11 Possible features)

Document Storage & Archiving (8 Yes /8 Known /10 Possible features)

Search & Retrieval (6 Yes /7 Known /9 Possible features)

Workflow & Automation (8 Yes /8 Known /9 Possible features)

Collaboration & Sharing (6 Yes /6 Known /8 Possible features)

Security & Compliance (8 Yes /8 Known /9 Possible features)

Integration & Interoperability (7 Yes /7 Known /8 Possible features)

Usability & User Experience (8 Yes /8 Known /9 Possible features)

Reporting & Analytics (9 Yes /9 Known /9 Possible features)

E-Signature & Authorization (8 Yes /8 Known /9 Possible features)

Document Management Systems for Fund Operations

Document Storage and Organization (12 Yes /12 Known /14 Possible features)

Document Access and Security (11 Yes /11 Known /14 Possible features)

Search and Retrieval (9 Yes /9 Known /13 Possible features)

Workflow Automation and Collaboration (11 Yes /11 Known /13 Possible features)

Integration and Interoperability (9 Yes /9 Known /12 Possible features)

Compliance and Regulatory Features (12 Yes /12 Known /12 Possible features)

Performance and Scalability (4 Yes /4 Known /10 Possible features)

User Experience and Interface (7 Yes /7 Known /11 Possible features)

Reporting and Analytics (10 Yes /10 Known /10 Possible features)

Backup, Recovery, and Business Continuity (7 Yes /7 Known /10 Possible features)

Mobile and Remote Access (9 Yes /9 Known /10 Possible features)