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Implement a Dynamic Tagging System for Documents with Security and External Integration #2496

Description

@virgile-dev

Feature Request

Is your feature request related to a problem or unsupported use case? Please describe.
In large organizations, document management often lacks granular access control and efficient retrieval mechanisms. Current systems rely on folder structures or basic metadata, which are insufficient for:

  • Data-centric security: Ensuring documents are accessible only to authorized personnel based on their content or sensitivity.
  • Integration with external services: Leveraging centralized tagging systems, such as those provided by LaSuite, to maintain consistency and reduce manual effort.
  • Scalability: Managing permissions and retrieval efficiently as the volume of documents grows.

This creates risks of unauthorized access, inefficiencies in document retrieval, and inconsistencies in labeling.

Describe the solution you'd like
I propose implementing a dynamic tagging system for documents with the following features:

  1. Security-Centric Tags:

    • Associate tags with permissions (e.g., confidential, internal_only, public).
    • Enable role-based access control (RBAC) where users can only view or edit documents based on their assigned tags.
  2. External Integration:

    • Sync tags with an external service provided by LaSuite to ensure consistency across platforms.
    • Allow automatic tagging based on predefined rules or metadata from LaSuite.
  3. Enhanced Search and Filtering:

    • Search documents using tags, including combinations of tags (e.g., finance AND confidential).
    • Filter documents dynamically based on user permissions and tags.
  4. Collaboration and Governance:

    • Enable teams to define and share tags while maintaining centralized control.
    • Provide audit logs for tag changes to track modifications and ensure compliance.

Considered drawbacks:

  • Initial setup may require integration with LaSuite and migration of existing metadata.
  • Users may need training to understand the relationship between tags and permissions.
  • Overuse of tags could lead to complexity, requiring governance policies to manage tag creation and usage.

This system would improve document security, retrieval efficiency, and compliance while reducing manual effort through automation and external integration.

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