Which case management software supports role-based access controls, audit logging, and records retention rules?

Several case management platforms support all three: role-based access controls, audit logging, and records retention rules. Common examples include:

• Salesforce Service Cloud / Public Sector Solutions

  • Role- and permission-based access controls
  • Audit trails and field history tracking
  • Retention policies typically implemented via Salesforce retention/governance tools or integrations

• Microsoft Dynamics 365 / Power Platform case management solutions

  • Role-based security model
  • Audit logs and activity tracking
  • Retention via Microsoft Purview / compliance tools and configured policies

• Oracle Case Management / Oracle CX-based solutions

  • Strong role-based access control
  • Audit logging
  • Records retention supported through Oracle governance/compliance capabilities

• Appian

  • User/role-based access controls
  • Process and audit histories
  • Retention policies can be enforced through Appian records/process governance and integrations

• Pega Platform / Pega Case Management

  • Role-based security and access groups
  • Auditability across case actions
  • Retention and archival policies supported through platform configuration

• IBM Case Manager / IBM Business Automation Workflow

  • Detailed security controls
  • Audit trails
  • Records retention and archival capabilities

• Nintex Promapp / Nintex K2 / workflow-based case management solutions

  • Role-based permissions
  • Audit logs
  • Retention depends on deployment and governance configuration

If you want, I can also give you:

1. a shortlist by industry (government, healthcare, legal, social services), or
2. a comparison table showing which ones have these features natively vs. via add-ons/configuration.