TotalAgility classifies incoming documents, extracts fields, tables and handwriting, routes low-confidence fields to validation users, and orchestrates workflows on-premises or in Azure-hosted TotalAgility Cloud.
Validation and deployment details come from Tungsten documentation: Validating documents, Technical Specifications2026.2 and Cloud InfoSec Primer2026.2.
MCP from https://www.tungstenautomation.com/blog/totalagility-2026-1-advancing-idp-to-drive-true-ai-roi
Limitations
Mobile browsers not supported for capture forms; scan, review, validation and verification forms excluded from mobile; Transformation Server and Designer cannot share a machine; "By default, you cannot complete a document that contains invalid fields"
Last item from validating-documents help page; Cloud: bring-your-own-key not supported (InfoSec Primer)
Fit and decision conditions
Prerequisites
On-premise: Windows Server 2022+, .NET Framework 4.8+, IIS; SQL Server 2022+ (or Azure SQL, Amazon RDS for SQL Server), Oracle 19c/21c for transformation; Windows 11 capture clients. Cloud without Integration Server: firewall port restricted to tenant source IP
Applies to TotalAgility Cloud; on-premise deployments hosted by customer
Does it train AI on your data?
Used unless you opt out: Document Library keeps a redacted/anonymised copy of processed documents to train models unless customer opts out in Transformation Designer
Same document: Tungsten-hosted LLM has no data retention or reuse for training; Azure Document Intelligence deletes inputs/results within 24 hours; customer data not used for pre-trained models
Certificates and audit reports
TotalAgility Cloud: "SOC 2 Type 1 and 2 certified"; "ISO 27001 certified as of January 2023"; auditor, scope and report period not stated
Cloud: "By default, data is retained for 6 months" up to contracted storage limit; operational logs one year and 45 days; changes by ticket; post-termination deletion per DPA
The provider’s own sources say different things here. Internal inconsistency in same document: database backups point-in-time up to 35 days vs FAQ shared-instance backups every minute with 14 days storage
Extraction-language statement follows the document-automation page.
Human review controls
Validation activity: admins "may specify a minimum confidence that all fields must meet in order to be valid"; invalid fields flagged for user correction; "By default, you cannot complete a document that contains invalid fields"; force-valid or reject options
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