How AI improves records management
Artificial intelligence introduces a new level of intelligence and automation to records management. By understanding and processing content like a human, AI-powered solutions can handle complex tasks at scale, turning records management from a cost center into a strategic business function.
Automated classification and data curation
Using natural language processing (NLP) and machine learning, AI tools like intelligent document processing (IDP) can read, understand and classify the content and context of a document. IDP automatically assigns metadata and tags based on predefined business rules or learned patterns, ensuring every record is filed consistently and correctly without manual effort. This is critical for applying proper retention policies and ensuring findability.
AI-powered data curation in the form of structuring and normalizing unstructured content makes enterprise data consistent and ready for downstream use. Products like Hyland Knowledge Enrichment apply that transformation to more than 600 file types by using a combination of both LLMs and deterministic techniques. Through this structuring of previously unstructured content, Knowledge Enrichments helps enrich content with relevant context, improve data quality and AI output, and optimize data for downstream applications.
> Read more | Advantages and disadvantages of unstructured data
Intelligent data extraction and validation
AI-powered optical character recognition (OCR) and pattern recognition models can identify and pull specific data fields from both structured forms and unstructured documents. This technology can extract invoice numbers, contract dates or customer names from dense paragraphs of text. It can also cross-reference information with existing databases to validate its accuracy, reducing downstream errors.
Hyland IDP is an AI-powered solution that accurately extracts data from documents, which reduces manual data entry and ensures the information within your records is both complete and correct.
> Read more | What is intelligent document processing?
Enhanced search and information discovery
AI revolutionizes search by moving beyond keywords to understand user intent. This semantic search capability allows the system to find conceptually related information even if the exact search terms are not present in the document. Users can ask conversational questions and get precise answers, dramatically speeding up e-discovery and audit responses.
Hyland Knowledge Discovery, a tool that quickly finds critical information across your enterprise. This allows employees to search using complex questions and receive relevant, context-aware answers sourced directly from the organization's records.
Proactive governance and compliance
AI algorithms can be trained to recognize sensitive data patterns, such as Social Security numbers, credit card details or protected health information. Once identified, robust solutions like Knowledge Enrichment can automatically apply redactions or enforce specific access controls, as well as mask personally identifiable information (PII). AI-powered tools also automate the management of record lifecycles, flagging items for disposition based on complex retention schedules and reducing the risks associated with manual oversight.
> Read more | Tackling compliance costs in 2025
Agentic automation for complex workflows
The most advanced AI takes the form of autonomous agents that can reason, plan and execute multistep processes. In records management, an AI agent could receive a request, find all related documents across different systems, compile them into a single package and notify a stakeholder for review. This orchestrates an entire workflow without requiring step-by-step human intervention.
Hyland Agent Builder, a solution for designing and deploying AI agents, allows organizations to manage the entire AI agent lifecycle. With orchestration tools, such as Hyland Automate, they can automate most complex workflows and balance that with human oversight. Additionally, these intelligent agents can be embedded in other applications using native integrations or even third-party APIs.
> Read more | Explore the power of AI agents