Protected privacy

Corporate documents are confidential information, related to

• its content: company strategy, legal, partnership, R&D, contract, sales proposal, finance, marketing…
•  country specific laws or regulations

For example: Cross border documents: in Private Banking business, cross border documents are information that are valid only in a specific country and cannot be accessed legally in other countries. These document are not entitled to cross the border.

This example inspired BlueChatCal  to propose mobile rights for corporate documents sensitive to the location of the mobile.

Policy management

This policy applies to both:

• corporate documents
• corporate event templates

These templates and document are stored in the Record Management of the BlueDigital Safe, where a file plan specifes:

• their respective rights
• their behaviour when they become mobile
  • both the relative zone
  • and the absolute geographic indication

Geographical audience

The corporate document is sensitive to certain locations.

The policy can define for documents the matrix “Behaviour/location” for one or both:

• Absolute value
• Relative zone

Rights of documents when they become mobile

BlueChatCal  proposes a mobile document policy that does not exist in traditional  content or document management solution. In addition to the traditional document management access rights (read, write)

Downloadable

specifies if the information can be dowloaded to an event in the device.

If the information is not downloadable it can’t be downloaded to any event devices equipped ChatCal. (and a fortiori on any device). The document remains in the Blue Digital Safe. Only the URL is dowloaded to ChatCal event and will permit the user to access with authentication.

The entire event is protected in a similar manner when its privacy property is set to “Classified”

Exportable

when the document resides in the mobile ChatCal container, the document is protected in the event sealed envelope and cannot be exported out of its container This right permits to export the document out of the ChatCal container in order to be accessed by the applications installed on the mobile device and then to re-import its new version in ChatCal app. Once synchronized, at next life cycle change this document may be securely deleted from the owner mobile devices.

The right to export is given exclusively to the Event Owner. the owner can delegate this right to any participant.

For audit and traceability purposes, all exports and delegations are traced in BlueSafe.

for instance you are visiting a client on site, you want the document to be

• modified on site according to agreed decision with the client
• printed locally and be manually signed,
• the new version of the document to be imported in ChatCal
• you just take a picture of the signed document, and it is already transmitted to the head office to be processed
• the signed paper document is either brought back with you or via postal service
• when you close this meeting, the synchronization happens and the change of life cycle might (as predefined in its template), deleted securely the versions of the corporate document as well as its picture