A Recap of FACT 2023

As the final echoes of the Feith Annual Conference and Training (FACT) 2023 fade away, we are left with an overwhelming sense of accomplishment and gratitude. The world-renowned Franklin Institute in Philadelphia, Pennsylvania, was the backdrop for two days of insightful presentations, collaborative panel discussions, and invaluable hands-on training sessions on May 17th and 18th. The Feith community gathered from all corners of the globe to share their experiences, discuss the latest industry trends, and participate in a learning journey centered on Feith Systems’ cutting-edge software and best practices. This year’s FACT 2023 event, the first to be held in person after several years of virtual conferences, was not only an opportunity to learn and network, but also a celebration of our resilience and shared passion for innovation.

Highlights from the conference

Feith Version 9.4 scales to enable AI Content Lake

The release of Feith 9.4 represents a significant advancement in harnessing the power of emerging Artificial Intelligence (AI) technology. With the rapid growth of data, it has become crucial to effectively manage larger volumes of information. In response to this challenge, Feith has introduced next-level scalability in its 9.4 version. This means that users can now handle even greater amounts of data with ease, enabling them to unlock the full potential of AI and make more informed decisions.

Feith RMA iQ makes SMS/Chat RM as simple as Capstone for Email

The Feith platform now simplifies capstone record management for SMS and chat messages, ensuring secure storage, easy retrieval and compliance with new DOD regulations and NARA bulletin 2023-02.  It enables users to automatically capture, categorize, and tag messages, and shows them in an intuitive message-like interface.

Feith Platform harnesses AI to deliver rapid response to FOIA request

Deloitte showcased the benefits of their AI technology integrated with Feith’s future-proof FOIA platform. The collaboration streamlines the FOIA request process, automating tasks, categorizing requests, enhancing document redaction, and providing iterative learning capabilities. This partnership revolutionizes information management, improving efficiency, accuracy, and transparency in handling FOIA requests for government agencies and organizations.

Automate more record categorization with Fall-Through Categorizer

The Feith Platform’s categorization abilities are rapidly growing stronger. Autocategorizer reviews metadata and content, and now utilizes an improved fall-through categorizer. This enhanced categorization enables the platform to effectively organize a broad range of records from sources like unkempt shared drives, SharePoint, or OneDrive. It ensures comprehensive record classification and efficient management of vast amounts of data, empowering organizations with valuable tools for knowledge discovery.

Case Manager gets faster and more powerful with Version 2 release

Case Manager 2 has undergone a major overhaul, resulting in a faster, simpler data model that is easier to integrate. It consolidates discovery and case management in one place, standing out with its ability to handle a wide range of case types, from support tickets to complex investigations, insider threats, email compliance, and FOIA.

Dashboard iQ helps you get started with automatic graph generation

A notable enhancement to Feith’s Dashboard iQ is the introduction of automatic dashboard generation, which streamlines the process of creating graphs and charts. By leveraging the contents of the file cabinet, Feith’s Dashboard iQ now intelligently analyzes the data within documents, extracting relevant information, and generating dynamic visual representations. This feature eliminates the manual effort previously required to input and organize data, saving valuable time and resources.

CUI Module supports your privacy program and makes sensitive data tamper-proof

The Feith platform’s CUI module provides secure storage for highly sensitive data with tamper-proof, auditable features. This module utilizes rule-based tools to identify Controlled Unclassified Information (CUI) and Personally Identifiable Information (PII) in records. Users can act to control, redact, or destroy sensitive information. Additionally, it identifies records containing GDPR, CCPA, and HIPAA relevant data, ensuring compliance with data protection regulations.

The Feith Platform is now available on more major cloud providers

Feith’s reach has expanded significantly. This year Feith can tackle not only On-Premises and AWS Commercial & GovCloud but is also available on Microsoft Azure for Government, Oracle Cloud, USDA DISC, and more. The list of supported cloud platforms continues to grow, promising even more options for Feith users in the future.

Feith Systems ramps up for FedRAMP Certification

Feith is actively pursuing its FedRAMP certification, a significant milestone in its commitment to providing secure and trusted solutions for the US Federal Government. FedRAMP certification involves rigorous evaluation of the platform’s security controls, risk management processes, and compliance with federal standards. By undergoing this certification process, Feith aims to demonstrate its dedication to data protection, confidentiality, and integrity.

Want to learn more?

Defense Commissary Agency’s rollout of Feith RMA IQ receives prestigious DoD CIO Award



Pentagon leadership has awarded the Defense Commissary Agency with the prestigious DoD CIO Award for their world-wide rollout of the Feith Systems electronic records management platform, RMA IQ.

The DoD CIO Awards Program recognizes outstanding achievements in Digital Modernization from across the Department of Defense.

“The recipients of this award have demonstrated how technology truly enables our nation to perform critical missions despite the COVID-19 global pandemic,” said the Honorable Dana Deasy, Chief Information Officer of the DoD, introducing the awards.

This year the DoD CIO leadership selected Feith customer DeCA as the winner of the Electronic Records Management modernization award.

A team of eighteen from the Defense Commissary Agency were recognized at the Pentagon for their successful rollout of the Feith ERM platform.

Describing DeCA’s successful project, Mr. Deasy celebrated the agency’s “successful transition to electronic records with a fully integrated, fully automated, and cost savings records management solution that fosters rapid information sharing across the Defense Commissary Agency.”

Director of DeCA’s IT Management and Oversight directorate, Neville Gallimore, celebrated the win with the directorate, “It took a team effort from multiple functional areas and the IT Group to achieve one of the core pillars of our congressionally mandated IT modernization goals.”

“We are extremely proud of DeCA’s accomplishment winning this well-deserved award, especially during the COVID outbreak when IT Modernization was so critically important. We couldn’t be prouder to have been a part of it. We’re continuing our important work ensuring agencies are compliant with M-19-21 and becoming the standard for Federal Electronic Records Management.” said Daniel Feith, Executive Vice President of Feith Systems.

You can watch the presentation of the award here:

Learn more

New Webinar announced: Records Management for Banking and Financial Services

Register now for a live virtual #InfoGov webinar Wednesday, May 26th at 11am EST to hear Records Management for Banking and Financial Services. 

This is a free & open event.

Michael Edwards, Records Management expert & host of RMU, is joined by Feith’s head of Customer Success, Joe Friedrich, where they will walk through major considerations and best practices in Banking ERM. 


Presented by
Director of Customer Success, Joe Friedrich
Success Manager, Michael Edwards

New Webinar announced: Strategies for Government IT Modernization

Register now for a live virtual #InfoGov webinar this Wednesday, March 3rd at 11am EST to hear Strategies for Government IT Modernization. 

This is a free & open event.

Kris Pettie, veteran Records Management expert, is leading this webinar, where he will walk attendees through 3 major areas of IT Modernization.  If you’re a government IT visionary, this webinar is for you.


Presented by
Principal Government Business Analyst, Kris Pettie
Director of Marketing, Richard Long

New Webinar announced: Case Study in Email Records Management (Capstone, M-19-21)

Register now for a live virtual #InfoGov webinar this Wednesday, February 10th at 11am EST to hear a Case Study in Federal Email Records Management. This is a free & open event.

Tom Edwards, veteran Records Management expert, is leading this webinar, where he will walk attendees through a project to deliver Email RM automation to a large federal agency.  If you haven’t tackled your Email RM yet, this webinar is a great place to start.


Presented by
Regional Manager, Tom Edwards, LTC Ret.
Director of Marketing, Richard Long

New Webinar announced: 3 Areas for Automation for Records Management

Register now for a live virtual #InfoGov webinar this Thursday, Jan 28th at 11am EST on “3 Areas for Automation in Records Management“. This is a free & open event.

Dan Feith, our Executive VP and new head of our Gov Team, is leading this webinar about 3 Areas of Automation in ERMA.  It’s 2021 and time to modernize processes around ingestion, categorization, and disposition. 

Presented by
Executive Vice President, Dan Feith
Director of Marketing, Richard Long

Exporting from Documentum

High-speed, Validated Legacy Exporting

Feith’s new high-speed Export Engine allows large federal agencies and businesses to rapidly export their entire Documentum database.

For large agencies, their legacy Documentum installations may have decades of content.  With the improved Export Engine, replacing these behemoth legacy systems is now faster than ever, with billions of documents exported and migrated by Feith customers.

These important speed boosts are the result of cutting-edge Export Engine improvements by the Feith Innovation department, allowing massively accelerated document and data transfer, whether for large backlogs or high throughput day-forward archiving.

Feith is dedicated to developing for Big Data/Big Document environments, and are capable of performing millions of exports and ingests a day even on ordinary server hardware – Feith is already capturing veritable rivers of content at the world’s largest government and private institutions.

As Feith becomes the standard for Federal Records Management, it is held to high standards of records integrity.  As a result, the Export Engine is built for completely lossless data transfer, with provably accurate data and document accuracy. Every document exported from Documentum is verifiably accurate by validating cryptographic document hashes, making Feith’s Export Engine perfect for Official Record Keeping applications, while maintaining a tamper-proof chain of custody .

As a feature rich system, the Export Engine will also capture the complete metadata and indexing values for your Documentum content, making it perfect for export/reindexing processes.

Capstone Records Management in 2021

As 2021 kicks off, it’s a familiar time when government organizations reflect on the activities of the past twelve months and begin thinking about ways to improve processes in the new year. Unlike previous years, 2020 was a year of disruption that forced many Federal Departments and Agencies to adapt and innovate in order to meet their core mission of public service. Despite a global pandemic, organizations have continued to meet their public and legal responsibilities.  

One of the legal obligations of all Federal Departments and Agencies is adherence to the Office of Management and Budget (OMB) and the National Archives and Records Administration (NARA) directives contained in M-19-21. For those who are not familiar, M-19-21 is an OMB/NARA directive that mandates permanent and temporary federal records be captured, retained, and managed in an electronic format. One of the tenets of M-19-21 requires that an organization have its senior official’s emails identified and managed as a permanent record. To help organizations comply with M-19-21, the Capstone approach was created by NARA to streamline the identification, categorization, and management of senior official’s email records, also known as Capstone records. 

Recently, I spoke with a government organization that required its senior officials, known as Capstone officials, to identify and manually categorize email by moving emails into a folder on the organization’s file share. Being part of a company that specializes in records management, I was not surprised to hear this manual approach is still used by many in the Federal Government. Many organizations still follow an inefficient “print and file” method for Capstone because of limited resources, inadequate funding, or lack of knowledge about records management solutions designed to simplify such processes. Leaders within the Federal Government must juggle a significant number of duties that make it difficult for them to spend valuable time and effort manually managing Capstone records. Fortunately, there are a number of certified records management solutions, including Feith’s own RMA iQ, that can ease the burden of managing Capstone records. Some capabilities that an organization should consider when looking for a records management solution to address its Capstone record needs to: 

  • Automate to identify and categorize Capstone records;
  • Provide records managers with the ability to easily modify Capstone officials and retention schedules;
  • Support the integration of existing business processes into management of Capstone records; and
  • Leverage a company with a long history of supporting the Federal Government in meeting records management compliance standards, such as M-19-21 and NARA’s Universal Electronic Records Management requirements.

Organizations that use records management solutions, such as Feith’s RMA iQ, benefit from the software’s automation and ease of use to quickly comply with M-19-21 and other standards established by NARA. In addition to compliance with legal requirements, organizations that leverage automated software can also significantly reduce the amount of time that senior officials spend complying with legal obligations for records management. By eliminating the manual tasks of identifying Capstone records, senior officials can focus attention on critical activities that serve the public and meet the organization’s mission.

For Federal Departments and Agencies that still rely on manual processes for management of their Capstone records, now is the time to consider new solutions that reduce the demands of Capstone officials. Using a comprehensive records management solution will increase productivity, improve efficiency, and reduce costs, while meeting legal obligations. As an experienced partner to the Federal Government, Feith is excited about the possibilities that a new year brings. As your organization reflects on what’s worked well and processes that can be improved, reach out to Feith and learn how we can help you meet M-19-21 requirements and other records management needs. 

Low-Code Process Improvement

Build Apps Fast

Organizations today have more information than ever before.  Making sense of large volumes of content and complicated processes is a challenge.  Your staff likely has ideas for apps and business processes that would make life easier.  Unfortunately, many of the apps they need do not exist off the shelf.   Your organization needs a way to leverage technology to run more efficiently.

With Feith’s Low-Code Platform you can configure your own business applications. Visual drag-and-drop tools allow you to piece together apps from scratch and change them as your process and requirements change.   A clean, easy to understand user interface makes apps simple to use and adopt. With browser-based interfaces, what you create works on any device from the get-go, including mobile.  

As your business grows your business apps will too, because Feith’s low-code platform scales to meet your requirements. By integrating new processes with your existing systems, you can unite and give new value to your enterprise data.  Feith’s Low-Code toolkit comes out of the box with hundreds of pre-existing connectors and API’s built into the platform.  For those integrations that are not included, creating the connection yourself is as easy as using our visual builder to point and click one system to the next.  All this can be done with very little code, often without any code at all.

Process Automation and Structure

Feith’s Workflow IQ adds structure to day-to-day operations, while tracking and assigning user actions across systems.  Processes are created and configured with a drag and drop builder, and then they’re ready to go, without programming or complex IT work.  With Feith, even complicated and high-volume activities can be automated by end users and SMEs without IT involvement. Feith allows you to make completing repetitive tasks easier, or automate them altogether, so that your employees can focus on the mission.  The pressure to be consistent is now on a machine instead of a human, removing the risk of error.

Feith’s collaboration tools allow users to work together and stay in the know.   Global businesses will no longer lose valuable productivity just because their employees are not in the same place.  With Feith, employees can work together on structured processes, share documents, assign tasks to each other, share analytics, leave notes, work together on cases, and receive notifications based on their colleague’s work.


You have great ideas for apps to help modernize your business processes.  When you can’t find off-the-shelf software to meet your team’s needs, turn your ideas into reality with Feith.  Point-and-click to create exactly what your business needs, in hours instead of months.

Feith for Chat Records

NARA-Compliant Messaging

Instant messaging has become a major form of business communication. Chat programs are a great way for people to collaborate at a distance, but they have some drawbacks. One challenge is that chat programs lack archiving, records retention and compliance features. Many companies and government agencies are mandated to capture and store all communications regardless of their format in a secure and compliant manner. Companies with tens of thousands of employees send millions of messages every day. Finding a specific message is borderline impossible without the right tools.

Feith gives you the means to safely record and archive messages in their entirety

  • Capture messages automatically from many messaging platforms
  • Store and view chats and their metadata as conversations 
  • Keep messages and other electronic records in a single repository 
  • Set Retention Policies to delete stored messages 
  • Export from the Feith archive in shareable formats 
  • Create cases for internal review
  • Flag content based on keyword – get alerted when conversations need to be reviewed and escalated 
  • Create legal holds or record packages with a single click 
  • Archive all conversations in a secure repository 
  • Encrypt messages while in transit and at rest 
  • Search by message type, person or phrase with fast results

Capture and Archive from Multiple Platforms

With Feith’s DoD certified archive, messages are captured directly from the source in their conversational context.  Everything is ingested including log-ins, log-outs, edits, deletes, and replies, and stored exactly the way they were made. Conversations can be recorded from a variety of communication platforms; Microsoft Teams, Yammer, SharePoint, OneDrive, Skype, Zoom, Slack, Jabber, Blackberry, and more.  Feith captures and archives millions of messages daily, helping businesses of any size.  


Organize records for easy retrieval  

The Records Manager uses Feith to create and execute classification schemes.  Their efforts, combined with the right tools, put structure to the company or agency’s records and saves time on retrieval.  Archived messages can be found by looking for what the message says, who sent it, or when it was sent.    


Keep track of messages through their entire lifecycle 

The Records Manager creates retention policies which control when messages get deleted.  The system watches the clock and notifies the Records Manager when the time comes to dispose of a conversation log. Once the Records Manager has given approval, the system will automatically delete the messages at the end of their lifecycle. 

End-to-End Compliance and Oversight Tools

Feith’s customizable internal panels, policies, and multi-tier review queues help a business to personalize their compliance experience.  Compliance officers can work together while collecting conversations into cases for internal review.  Feith alerts the compliance officers if a message needs to be reviewed and escalated.  With a single click, deletion will be suspended on a record or collection of records for legal holds.    


Flag and freeze inappropriate conduct  

Administrators are able to define workflow rules to send notifications.  Compliance specialists can create policies to automatically flag conversations based on keywords, enabling them to act on explicit or racially charged conduct before it becomes a legal liability.    



Back up and protect important messages  

With Feith, assurance options guarantee that all chat data is properly backed up in the event of a disaster.  Conversation logs are encrypted both in-transit and at rest. Once captured, they are stored in a DoD 5015.02 certified archive.  Chats can always be found and exported for public records requests.   


Fast, Advanced Text Search and Retrieval

Not only does Feith allow you to record, archive, and dispose of records; it also assists in using, finding, and analyzing stored records.  Feith’s Automatic indexing adds structure  tomassive volumes of message logs by capturing and organizing conversation metadata. Once captured, that metadata and the message contents can be searched to pinpoint a conversation or range of conversations. 



Search tools for every department 

The Records Manager has the option to filter by person, message type, and phrase. They can also save time on eDiscovery by looking in a single repository that centralizes the company or agency’s electronic records. When searching for information, teams can gather every piece of relevant data, including chats and messages, emails, documents, and much more 


Narrow results down to the letter 

Feith’s advanced search tools can instantly spot keywords or key phrases, and even find near-matches and spelling errors. Search results are lightning-fast, and favorite search criteria can be bookmarked for later.  


Seamlessly find and export messages 

Discovery policies can also be made to detect keywords and key phrases. Captured messaging content is presented in its entirety in a natural, easy to read conversational format. Metadata is captured along with chat logs for discovery and retrieval. If chats are captured to the Feith archive they can be accessed and exported instantly, and in whatever file format is needed.  

Feith gives businesses the tools to master their chat records

Feith has the tools to manage your organization’s mountain of messages.  With Feith, a business can record and store conversations in an easy-to-read, easy-to-find format. Once archived, all messages can be searched and controlled with the same tools used to meet your electronic document and records compliance goals.  Feith lets you bring enterprise-grade Records Management to chat 


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