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Financial services / Enterprise content

A secure document platform with entity-level access

An Azure document and digital-asset platform separated authorization from metadata and binary storage, with access isolated across business entities.

Organization
Global financial services organization
Engagement period
2024 to 2025
Delivery stage
Delivered platform
At a glance
  • Entity-level document authorization
  • Independently scalable platform services
  • Private connectivity between components
Inside the implementation

Architecture overview

The platform separated document APIs from identity decisions and storage responsibilities. Entity-level authorization governed access, while metadata and document binaries had distinct data services.

Document access responsibilities

  1. 01

    Enterprise applications

    Business systems connect to the document platform.

    • Document ingestion
    • Document retrieval

    Next: Application request

  2. 02

    Identity and authorization

    Identify the caller and establish its permitted entity scope.

    • Microsoft Entra ID
    • JWT permission claims
    • Entity-level authorization

    Next: Authorized scope

  3. 03

    Platform services

    Independently scalable services handle document operations.

    • Document APIs
    • Metadata services
    • Content processing

    Next: Separate data responsibilities

  4. 04

    Metadata and binaries

    Two storage responsibilities within the platform.

    • SQL metadata stores
    • ADLS Gen2 document storage
    • Short-lived access tokens

Service-to-service access

Managed identities and Azure RBAC formed part of the security model. Private connectivity linked platform components.

Audit and administration

Audit services supported traceability. Administration and tenant management were separate platform responsibilities.

Logical view of the documented architecture. Client-specific infrastructure and identifiers are omitted.

The challenge

Enterprise applications needed document workflows with granular access control. The architecture had to preserve business-entity boundaries while supporting shared platform services.

A shared platform for enterprise documents

The engagement covered architecture and delivery of a secure document and digital-asset platform on Azure. It integrated with enterprise applications and supported content workflows with auditability and compliance controls.

The platform was designed as independently scalable services. Document APIs and metadata services had distinct responsibilities, alongside identity, administration, tenant management, and content processing.

Authorization at the business-entity boundary

The security model combined Microsoft Entra ID with JWT-based identity and permission claims. Azure RBAC and managed identities supported service access, while entity-level authorization isolated document access across business entities.

Authentication and authorization were deliberately separate responsibilities. Identifying a caller was one step. Determining which entity and document that caller could access was another.

Separate metadata from document storage

Document ingestion and retrieval spanned APIs, ADLS Gen2, and SQL metadata stores. Audit services recorded platform activity, and short-lived secure access tokens supported controlled document access.

Private connectivity linked platform components. The architecture separated binary storage from metadata so that content handling and access decisions remained explicit parts of the service design.

An architecture path toward AI-assisted content use

The architecture was extended toward an AI-enabled asset lifecycle, including document classification and metadata extraction. Semantic search and compliance validation were also part of that architectural direction.

Those extensions describe the platform roadmap. They are distinct from the delivered document foundation and are not presented here as independently measured production outcomes.

Key design decisions

Do not equate authentication with document permission

The architecture kept caller identity separate from the authorization decision. Entity-level controls isolated document access across business entities even within the shared platform.

Separate metadata from binary storage

SQL metadata stores and ADLS Gen2 served different responsibilities. Document APIs connected the content workflow to those responsibilities instead of making storage location the sole access decision.

Keep the service boundaries explicit

Document operations, identity, and content processing were independently scalable services. Administration, analytics, and tenant management were also represented in the platform design.

How the workflow fits together

  1. 01

    An application requests a document operation

    The enterprise application enters through the document API responsibilities for ingestion or retrieval.

  2. 02

    Identity and entity scope are evaluated

    Entra ID and JWT claims establish identity context. Entity-level authorization determines the permitted document scope.

  3. 03

    The platform uses the appropriate data service

    Metadata services work with SQL stores, while the document-storage responsibility uses ADLS Gen2. Short-lived secure access tokens form part of controlled access.

  4. 04

    The operation remains auditable

    Audit services provide the traceability needed for document workflows and platform administration.

Questions for a similar implementation

Use these review points when you assess this architecture for your own environment.

  • Can an authenticated caller access a document belonging to a different business entity?
  • Are metadata permissions and binary-access permissions consistent?
  • What happens to access when a short-lived token expires?

The outcome

The delivered platform provided secure document workflows with granular authorization and auditability. Its service boundaries also provided a foundation for the next stage of the asset lifecycle.

Technology used
  • Microsoft Azure
  • Microsoft Entra ID
  • ADLS Gen2
  • SQL metadata stores
  • Azure RBAC
  • Managed identities

Client and delivery-partner names are withheld.

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