Close revision
Freeze the DMS revision with document ID and attachments; later edits create a new revision.
Retain exact record revisions and attachment relationships across DMS migrations, format changes and lifecycle decisions.
Revision links may be lost during repository migration; metadata alone does not prove original bytes.
DMS-SYN-001| Element | Illustrative scope |
|---|---|
| Decision makers / users | Records managers, archivists and DMS/ECM product owners |
| Source system | DMS / ECM |
| Revision | Rename/storage changes retain sourceId; format conversion creates linked derivatives. |
| Record relationship | A new revision retains its parent and matching attachments. |
Freeze the DMS revision with document ID and attachments; later edits create a new revision.
List relative paths, MIME, sizes and member digests; report omissions before submission.
Map source ID/revision to archiveId; filenames are not unique identifiers.
Track jobs and evidence revisions; distinguish receipts from EVIDENCE_READY.
Sync results to DMS through deduplicated events or reconciliation queries; do not overwrite source bytes.
| Recipient | Artifact |
|---|---|
| Source system | Intake receipts, source/revision-to-archiveId/jobId mappings and per-item errors. |
| Package recipient | Document/revision-to-archiveId mapping with corresponding evidence inventory. |
| Record owner / operations | Completed/outstanding inventory, applied decisions and report references; no automatic legal conclusion. |
DMS and LTANS read/export permissions are checked separately.
Choose BYOS if the DMS retains originals; agree reread checks and key lifecycle.
The owner must approve the retention authority and trigger for this record class: DMS finalizes a record revision and annex inventory.
Synthetic text files exercise inventory and hashing; they are not signed contracts, real records or ERS/XMLERS.
Download synthetic dossier| Test | Expected outcome |
|---|---|
| Intact | File inventory, size and SHA-256 match the manifest. |
| Missing / changed bytes | The verifier rejects the package without claiming inventory success. |
| Sector business case | Changing a frozen attachment must fail digest reconciliation. |
Submit two versions of one record; verify distinct digests, source traceability and reconcilable exports.
Prepare a sector-specific request| Control point | Requirement |
|---|---|
| Source event | DMS finalizes a record revision and annex inventory. |
| Revision / decision | Rename/storage changes retain sourceId; format conversion creates linked derivatives. |
| Test and expected result | Missing annexes or wrong revision mappings fail inventory checks. |
Sample inventory/hashing checks bytes only. Authorization, decision and state cases must run in the provisioned test environment before business acceptance.
| Information | Value / decision |
|---|---|
| Record | DMS-SYN-001 |
| Source system | DMS / ECM |
| Revision relationship | A new revision retains its parent and matching attachments. |
| Recipient and output | Document/revision-to-archiveId mapping with corresponding evidence inventory. |
| Rights and authority | DMS and LTANS read/export permissions are checked separately. |
| Required rejection test | Changing a frozen attachment must fail digest reconciliation. |
Sector information is source business metadata, not automatically new REST fields. Agree field mapping and ownership before a PoC.