Document Compliance Pro (DCP)
Agentic AI for Effortless Compliance - Inside Workday
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Agentic AI enforces jurisdiction‑specific retention, calculates purge eligibility, executes defensible deletions, and logs proof—all inside Workday. Fewer manual clean‑ups, lower privacy exposure.
Automates retention and purging
Doc Compliance Agent
Scans worker files for expirations (visas, certifications, contracts) and missing artifacts, assigns tasks, and escalates on SLA. Keeps files complete without spreadsheets or guesswork.
Nightly checks for missing/expiring docs
Doc Operations Agent
The Tagging Agent uses AI to auto-classify every upload with labeling type, region, expiry, and retention rule. Auditors retrieve records instantly so nothing gets lost or mis-filed
Doc Tagging Agent
Classification for search & reporting
Instantly apply legal holds across a defined group of employee documents to preserve data for litigation, audit, or investigative readiness with no manual tagging required.
Legal Doc Operations
Legal holds and case audits
Targets policies by role/region, collects acknowledgements/e‑signatures, schedules reminders, manages versions, and reports completion—so governance actually sticks.
Advanced Doc Distribution
Policy publishing & acknowledgements
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DCP automates the retention, tagging, and governance of employee documents through intelligent agents that work tirelessly inside your tenant. From real-time policy distribution to nightly compliance checks, every action is recorded, auditable, and secure.
Introducing
Document Compliance Pro (DCP)
Frequently Asked Questions
What is Document Compliance Pro?
A next generation Workday app that uses agentic intelligence to manage and automate document compliance tasks.
What are the main features?
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Agent overview: Doc Compliance Agent – Automates retention and purging
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Doc Operations Agent – Performs nightly checks for missing or expiring docs
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Doc Tagging Agent – Auto-classifies files for search and reporting
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Legal Doc Operations – Applies legal holds and case audits
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Advanced Doc Distribution – Publishes and tracks policy acknowledgements
Why do organizations need DCP?
It provides necessary compliance functionality such as retention rules, legal holds, intelligent document categorization that Workday doesn't cater for.
There are other apps on the Marketplace, why is DCP different?
None of them have all the same features as DCP. It is also built natively using the latest tools available and leverages AI where possible. Other apps were built before AI was widely available, our app leverages AI to do some manual tasks while other apps need manual configuration and rule building.
Does DCP do Document Generation?
No, we specifically haven't included this feature in our current roadmap but are open to working with customers who require this in the future
How long does it take to implement?
2 Weeks deployment time with detailed step by step guidance. Option to self-deploy also available for customers with in-house technical teams.
What is the target market?
All verticals can use DCP but highly regulated Industries & multi-jurisdictionalcompanies that need to comply with rules in multiple countries will be our ICP.
Who are the Target Customers?
Any customer that still relies on manual document workflows or is required toadhere to data protection laws such as GDPR, HIPAA, etc
What is the Pricing?
$5-$10 per employee per year depending on FTE count and features needed
When Will the App be Available?
Currently, we are taking on design partners to enable customers to get the functionality they require as early as possible. We expect to have the first version of DCP ready and available for purchase in early 2026. For now, interested customers can see screen mockups, process flows, and collaborate on app design decisions.