Document management integrations
The compliance file is a document problem as much as a workflow one.
Every check produces evidence: a verification report, a screening result, a risk assessment. That evidence has a seven-year life and needs to be findable by someone who was not there when it was created.
StackGo files it where your documents already live, against the client it belongs to, so producing an audit trail later is a search rather than a reconstruction.
Triggered from, written back to
The workflow starts in these and the answer goes back into them. They stay your source of truth.
Used at a step
One job each, inside a workflow StackGo runs.
Systems whose home is another category
These play a document management role but live elsewhere. One page per system, no duplicates.
What to look for in a document system if you are regulated
Filing against the client, not a folder. Folder structures drift. A document attached to a client record stays attached.
Retention you can prove. Seven years is the obligation. A system where documents can be quietly deleted by any user is a liability.
Search that finds evidence. If you cannot answer "show me every check we ran for this client" in under a minute, you will dread the request.
Version history. Risk assessments change. Being able to show what you believed at the time, and when it changed, is the point.
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