Documents & evidence. The record behind the record.
Account agreements, disclosures, trust instruments, loan files, statements, and tax documents — tied to the accounts, parties, and operations they govern, with the evidentiary trail preserved.
Documents as domain objects
A document in A8 Core™ knows what it is, what it governs, and what depends on it.
Typed documents
Agreements, disclosures, instruments, statements, and tax documents — each with its own rules.
Bound to the domain
Every document links to the accounts, clients, entities, and operations it governs.
Versioned
Superseded versions are retained; the version in force at any date is answerable.
Retention
Retention schedules by document class, applied automatically.
Evidence for financial operations
Compliance records are generated where the work happens.
Operation evidence
Openings, movements, corrections, and approvals each produce a compliance record.
Executed instruments
Electronic acceptances carry acceptance ID, version, timestamp, and signer records.
Export-ready
Evidence can be produced for an examiner or auditor without a data project.
Build on the account operating system.
See how this module fits your institution’s account, custody, and operations model.